Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

As a dedicated Intermediate Life, Annuity, and Fulfillment Specialist, you will within defined guidelines and frameworks, support members through life, annuity, and health account maintenance activities to include processing moderately complex to complex transactions, conducting policy audits, and providing advice to USAA sales and service agents on complex resolution. You will also conduct research and analysis and tax reporting adjustment/corrections, and act as an advisor for tax implications and contractual limitations and provisions.

This role requires an individual to be in the San Antonio, TX or Phoenix, AZ office 5 days per week during our operating hours Monday - Friday, 7:30 am - 6:00 pm Central time. A Hybrid work schedule is possible after 6mts. Relocation assistance is not available for this position.

What you'll do:

• Receives moderately complex service requests from members, through various member contact channels, and processes requests for all life, annuity, and health policies to include policy changes and regular account maintenance.

• Documents all relevant information and ensures accurate fulfillment of the member's request.

• Handles moderately complex life, annuity, and health product servicing, and shares developing knowledge of operational processes with USAA sales and service agents, team members and management.

• Identifies and shares operational improvement suggestions and recommendations.

• Reviews and validates content in internal procedures for accuracy and makes recommendations for potential updates.

• Participates in testing for risk management, supplies supporting documentation for internal audits, and gathers and prepares random samples of information for external auditors.

• Reviews all incoming documents to ensure they are in good order and takes necessary measures to obtain information needed to finalize service and transaction request and ensure accuracy and organization of files.

• Applies developing knowledge of life insurance, health insurance, and annuity products, services, processes, and industry to serve as the main point of contact for life, health, and annuity service.

• Researches and assists with the resolution of escalated member issues and complaints.

• Participates in annual tax validation, analyzing and researching tax records and documents, partnering with various internal partners.

• Participates in risk control audits.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or General Equivalency Diploma required.

• 1 year of experience servicing existing life insurance, annuity, and health insurance products.

• Developing knowledge of life insurance, health insurance, and annuity industry processes, products, services, and regulations.

• Ability to prioritize and multi-task, including navigating through multiple business applications, including a Windows operating system.

• Strong interpersonal, written communication, and oral communication skills.

What sets you apart:

• Currently servicing Life, Health, or Annuity products at USAA

• 1 year experience servicing existing life insurance, annuity, and health insurance products at USAA

• Currently hold a Group I Life & Health license

Compensation range: The salary range for this position is: $43,680.00 - $72,160.00.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static_assets/Media/enterprise_hr_cpra_notice_at_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.