Purpose of Job
Health Solutions Specialist The Health Representative helps to ensure the financial security of our membership by facilitating the acquisition and retention of health insurance, dental/vision insurance, long term care solutions, and related products.
Job Requirements
Tasks:
Identifies and manages existing and emerging risks that stem from business activities and the job role.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.
Follows written risk and compliance policies, standards, and procedures for business activities.
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.
Minimum Education:
High School Diploma or General Equivalency Diploma required.
Required maintenance of Life and Health license.
Required annual completion of AHIP and Broker/Carrier appointments.
Minimum Experience:
1+ 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 Experience
Prior experience using Connecture during an annual election period
1 - 2 years Medicare Sales experience in a call center environment
Experience selling Medicare Advantage products/services
Currently working in Retirement Income Or life Specialization
Have worked with PRG, Strategic Staffing Solutions, Millennium Group
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.
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.
