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Job Information

USAA Life and Health Fulfillment Specialist III (Work From Home available) in Phoenix, Arizona

Purpose of Job

Supports members through life and annuity account maintenance activities to include processing routine transactions, conducting policy audits, and providing advice to USAA sales and service agents on routine resolution. Conducts research and analysis and tax reporting adjustment/corrections, and acts as an advisor for tax implications and contractual limitations and provisions.

Job Requirements

About USAA

USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.

In each of the past five years, we've been a top-40 Fortune 100 Best Companies to Work For®, and we've ranked among Victory Media's Top 10 Military Friendly® Employers 13 years straight. We embrace a robust veteran workforce and encourage veterans and veteran spouses to apply.

USAA Careers - Award Winning Workplace (https://www.youtube.com/watch?v=lcGKT_Nxdgc) (17 seconds)

USAA Careers – World Class Benefits (https://www.youtube.com/watch?v=APwPQizcENY) (31 seconds)

  • Receives, through various member contact channels, and processes moderately complex service requests from members for all life and annuity policies to include policy changes and regular account maintenance.

  • Documents all relevant information and ensures accurate fulfillment of the member's request.

  • Handles moderately complex life and annuity product servicing, and shares developing knowledge of operational processes with USAA sales and service agents, team members and management.

  • Identifies and shares process improvement suggestions and recommendations.

  • Reviews and validates content in internal procedures for accuracy and makes recommendations for potential updates.

  • Participates in testing for risk management, supplies supporting documentation for internal audits, and gathers and prepares random samples of information for external auditors.

  • Represents team on special committees or projects as appropriate.

Minimum Requirements:

  • High School Diploma or General Equivalency Diploma

  • Up to 1 year of related customer contact experience, financial services, and/or relevant internal product proficiency.

  • Foundational knowledge of life insurance industry processes, products, services and regulations.

  • Experience multi-tasking within a Windows operating system environment required.

Preferred Requirements:

  • Active group 1 Life and Health license

  • Experience with life, health and annuities products and operations

  • Attention to detail and ability to flex in a heavy analytical environment

  • Ability to communicate effectively both written and oral

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.


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 position. The salary range for this position is: $33,280.00 - $46,400.00 USD Annual *(this does not include geographic differential it may be applied based on your work location)

Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.

*Geographical Differential : Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average.

Shift premium will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours.


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.

USAA Total Rewards (https://hrportal.ehr.com/usaa/Prospective-Employees)

Relocation assistance is NOT available for this position.

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.