Senior Client Relationship Manager (PHOENIX)

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

In this role you will lead and develop a team of Private Member Group Account Managers dedicated to providing comprehensive insurance solutions for our high-net-worth and/or high-profile members. This role focuses on ensuring exceptional service delivery, fostering strong client relationships, and driving operational excellence within a specialized client segment. While not a primary sales role, there will be an expectation to identify opportunities for service expansion and contribute to client retention and satisfaction goals.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week.

What you'll do:

• Collaborates with internal and external stakeholders (alliance carrier underwriting, product management) to report needs, escalations and exceptions.
• Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
• Maintains high degree of high value expertise and knowledge of industry trends to facilitate and support the technical and interpersonal skills development of team.
• Drives business results and revenue/product goal attainment; ensures team members provide appropriate product solutions to meet member needs.
• Provides dedicated support for member escalations and acts as an intermediary between members and carriers throughout the escalation process to resolution.
• Responsible for leading team in support of achieving individual and team goals, holding them accountable for performance and actions and develops employees through regular coaching and timely feedback.
• Facilitates a sales culture while maintaining service excellence within a compliant fashion.
• Responsible for assessing internal/external talent with the talent acquisition team to make informed hiring decisions.
• Utilizes Value Agency Management Systems for operating in a multicarrier environment to provide day-to-day operational support.
• Researches and maintains a strong understanding of the competitive landscape and evolving regulatory environment to allow application of evolving marketplace trends and shares as appropriate.
• 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:

• Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 6 years of insurance sales and service experience to include at least 2 year of high value or commercial insurance, within an agency or broker setting.
• 2 years of coaching, direct team lead, or supervisory experience.
• 1 year of direct-to-consumer sales and service experience.
• Experience managing multiple carrier relationships and performance with the use of carrier systems and reporting capabilities.
• Experience with High Value Agency Management Systems.
• Ability to work in agile and dynamic environment.
• Valid General Lines insurance license for home state with ability to obtain multistate license within 90 days.

What sets you apart:

• Completed CPRM Designation or ability to obtain within 2 years in the role.

Compensation range: The salary range for this position is: $85,040- $162,550.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.

USAA will consider qualified applicants with a criminal history pursuant to the L os Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.

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.