Health Solutions Specialist

About the role

The Health Solutions Specialist (Mid-Level) at USAA is responsible for providing expert advice and service to members regarding health insurance, dental/vision insurance, long-term care solutions, and related products. The role involves receiving inquiries, making recommendations, educating members, and supporting enterprise business goals.

Responsibilities

• Receives inquiries or requests for advice or service from current members through various channels, including phone calls, emails, and faxes.
• Asks questions to discover key information and life events and understand the member’s needs, financial situation, and goals.
• Makes recommendations and motivates members to take action on recommendations. Overcomes objections using advanced sales techniques and persuasion skills.
• Educates members on how regulatory changes will impact a product and articulates benefits to motivate the member to acquire and/or retain various health products.
• May provide limited member servicing support.
• Ensures adherence to company and regulatory practices.
• Supports enterprise business goals through the achievement of individual referral and product acquisition goals.

Requirements

• High School Diploma or General Equivalency Diploma required.
• Required maintenance of Life and Health license.
• Required annual completion of AHIP and Broker/Carrier appointments.
• 2 or more years customer service/sales experience.
• Experience delivering frequent written and oral communication.
• Experience acquiring and applying new concepts and information.
• Experience processing and analyzing information.
• Experience fulfilling requests and meeting deadlines.
• Experience resolving conflict and negotiating.
• Experience multi-tasking in an operating systems environment.
• Experience participating in or leading teams.

Qualifications

• Must possess a valid NPN with a clean National Insurance Producer Registry (NIPR) record, ensuring seamless appointments eligibility with all partnering insurance carriers.
• Current Health License.
• 3 or more years of experience working with Medicare Advantage and Medicare Supplement Plans.
• 3 or more years of experience working during the Medicare Annual Enrollment Period (AEP).
• 3 or more years of experience working with Final Expense Policies.
• Life Insurance Sales experience.
• Call Center experience a plus.

Skills

• Knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long-term care solutions.
• Ability to work with brokered products and act as an agent for the member.
• Experience identifying, measuring, monitoring, and controlling risks associated with business activities in accordance with risk and compliance policies and procedures.

Pay

The salary range for this position is: $54,550 - $92,060.

Schedule

Hours of operation - January – September / Monday – Friday / 7:30am – 6:00pm (Central)
October – December / Monday – Friday with some weekends / 7:30 – 8:00 PM (Central)

Benefits

At USAA, 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 assist employees with their professional goals.