Insurance Speciaist
USAA
San Antonio, Texas
04.2025 - Current
- Reviewed policy documents to verify accuracy and coverage details.
- Assisted clients in understanding insurance options and addressing inquiries.
- Collaborated with underwriters to assess risk factors for new policies.
- Maintained accurate records of client interactions and policy changes.
- Implemented best practices for data entry and document management.
- Evaluated customer applications to determine eligibility for coverage.
- Closed sales on new policies by presenting options efficiently.
- Counseled prospects on coverage limits, benefits, and regulations.
