Health Solutions Specialist Mid Level (Level 1) - Life Company

About the role

USAA is seeking dedicated Health Solutions Specialists (Mid-Level) to join their team. This position offers a flexible work environment requiring an individual to be in the office 5 days per week with potential hybrid opportunity after 6 months. The role is based in Phoenix, AZ; Colorado Springs, CO. or Plano, TX.

Responsibilities

• Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes.
• Documents relevant information and recognizes life events, understanding and assessing the member's needs, financial situation, and goals.
• Makes recommendation(s) and motivates member to take action on recommendation(s).
• Overcomes objections using advanced sales techniques and persuasion skills and implements recommendation(s).
• Edits information and educates the member on how regulatory changes will impact a product.
• Articulates benefits and motivates the member to acquire and/or retain various health products through inbound and outbound member communications.
• May provide limited member servicing support.
• Safeguards adherence to company and regulatory practices.
• Supports enterprise business goals through the achievement of individual referral and product acquisition goals.
• Acquires and applies advanced knowledge of complex health insurance and Medicare solutions, dental and vision insurance, and long term care solutions to assist members with choosing and managing the best products for their needs.
• Works with brokered products and acts as an agent for the member.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

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 experience working with Medicare Advantage and Medicare Supplement Plans.
• 3 or more years experience working during the Medicare Annual Enrollment Period (AEP).
• 3 or more years experience working with Final Expense Policies.
• Life Insurance Sales experience.
• Call Center experience a plus.

Skills

• Customer Service
• Sales
• Medicare Advantage
• Medicare Supplement
• Final Expense Policies
• Health Insurance
• Dental/Vision Insurance
• Long Term Care Solutions

Benefits

• 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
• Variety of wellness programs
• Career path planning and continuing education

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)

What sets you apart

• Valid NPN with a clean National Insurance Producer Registry (NIPR) record.
• Current Health License.
• 3 or more years experience working with Medicare Advantage and Medicare Supplement Plans.
• 3 or more years experience working during the Medicare Annual Enrollment Period (AEP).
• 3 or more years experience working with Final Expense Policies.
• Life Insurance Sales experience.
• Call Center experience a plus.