USAA · 1 day ago
Health Solution Specialist Intermediate (Level 2) – Life Company
Tampa Campus
Full-time
Onsite
Entry, Mid Level
$45K/yr - $77K/yr
1+ years expUSAA is dedicated to empowering its members to achieve financial security through exceptional service and trusted advice. They are seeking a Health Solutions Specialist to provide support in acquiring and retaining health insurance products, while educating members on their options.
BankingFinancial ServicesInsuranceVenture Capital
No H1B
Responsibilities
Receives inquiry or request 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 need or problem. Documents relevant information
Recognizes life events, understands and assesses 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)
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
Ensures adherence to company and regulatory practices
Supports enterprise business goals through the achievement of individual referral and product acquisition goals
Employees in Health Solutions acquire and apply 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
Employees in Health Solutions work with brokered products and act 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
Qualification
Required
High School Diploma or General Equivalency Diploma required
Required maintenance of Life and Health license
Required annual completion of AHIP and Broker/Carrier appointments
1 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
Successful completion of a job-related assessment may be required
Preferred
Current Life and Health License
Experience working with Medicare Advantage and Medicare Supplement Plans
1 or more years of experience working during the Medicare Annual Enrollment Period (AEP)
Experience working with Final Expense Policies
Life Insurance Sales experience
Call Center experience a plus
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
Various wellness programs
Career path planning and continuing education
Company
USAA
USAA is a financial services company.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Julie McPeak
SVP, General Counsel Insurance
Waqas Durrani
Senior Vice President, General Counsel - Enterprise Shared Services
Recent News
24-7 Press Release Newswire
2026-01-11
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