Strategic Account Relationship Manager Senior – Life Company Annuity Structured Settlement Team (Hybrid)

Youngtown, Arizona
USAA
Why USAA?

Let’s do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

We are seeking a talented Strategic Account Relationship Manager Senior for the Annuity Structured Settlements Team with the USAA Life Company. The USAA Life structured settlement team is comprised of an issuance / service team, a quotation support team, and a product management team. Collectively, the teams manage distribution of our structured settlement annuity product through a contracted broker network of over 20 firms / 500+ individuals. The team uses a variety of tools and infrastructure as well as close communication in a supportive / adaptive environment to execute its mission.

This role will be responsible for the retail distribution of USAA’s Annuity, Life and/Health Solutions product through third party distribution firms. This role is responsible for developing, managing, growing and nurturing, relationships between USAA and external strategic accounts. These objectives include sales, onboarding and operational support of strategic partner relationships, ability to identify opportunities for growth, and overall build strong relationship with key strategic partners including internal affiliates.

This position is a hybrid work type and can be based in one of the following locations: San Antonio, TX; Phoenix, AZ; Colorado Springs, CO; or Tampa, FL. Hybrid roles help employees gain the best of both worlds – collaborating in-person in the office and working from home when needed to achieve focused results.

What you’ll do:

• Effectively initiates and manages account relationships with strategic account partners and internal business team members
• Applies strong knowledge of business and processes in support of the area product, service offerings and delivery of optimal results for the business areas.
• Monitors strategic account partners satisfaction, understands and applies data-driven insights to influence strategies to drive the achievement of business goals.
• Responsible for timely and appropriate resolution of escalations from strategic account partners
• Partners with team to work with research, analytics, finance, and staff area leaders to identify, influence and lead cross departmental improvement efforts.
• Identifies opportunities to document and facilitate improvements to processes. Assist with developing functional policies, procedures and guidelines.
• Identifies and manages business operational controls to ensure adherence to appropriate risk level.
• Conducts periodic meetings with personnel at strategic partners to foster relationships and uncover opportunities to develop sales and operational efficiencies of products
• Responsible for new account implementation and business development with partners
• Serves as a peer mentor and on-the-job trainer for other team members.
• Ensure 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. (Total of 10 years without bachelor’s degree)
• 6 or more years of experience in product sales and/or relationship management experience to include: 3-5 years Health Insurance Industry; OR 3 plus years 3rd party distribution through full-service brokerage and bank broker dealer firms.
• Strong Agile Methodology acumen.
• Advanced Data Analysis skills.
• Basic Process Mapping Experience.
• High level knowledge of investments, annuities and/or life insurance products.
• Accountability for complex tasks and/or projects required.
• Strong relationship management skills and demonstrated ability to influence decisions at senior leadership levels.
• Strong issue resolution and follow-up skills.
• Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog.
• Strong written communication skills.
• Advanced knowledge of the project management and prioritization skills Advanced level of business acumen in the areas of the business operations, industry practices and emerging trends required.
• Travel Required.

What sets you apart:

• US military experience through military service or a military spouse/domestic partner
• 3 or more years of experience in the structured settlement industry as a broker, consultant, or case manager
• 5 or more years of experience in annuity product management with a large life insurer
• 5 or more years of experience in a professional sales or customer support role
• Certified Structured Settlement Consultant (CSSC)
• Life insurance license
• Experience with Salesforce

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.

What we offer:

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. The salary range for this position is: $95,250 – $176,800.

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

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, please visit our benefits page on

Relocation assistance is not available for this position.

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.