Client Service Rep II

National Western Life Insurance Company • Austin, TX

44d • Onsite

About The Position

Under limited supervision, the Client Services Representative II responds directly or indirectly to policyholder and/or agent inquiries.

Requirements

• Must be able to learn, comprehend and apply tax regulations as they apply to distributions and changes to annuity and life policies
• Ability to perform complex manual mathematical calculations
• Strong organizational skills
• Demonstrated skill and ability in dealing with the public
• Knowledge and skill at applying customer service theories and practices
• Strong written and oral communication skills necessary
• Basic computer knowledge and keyboarding skills
• Thorough knowledge of the Company's products or similar
• Ability to communicate effectively with customers by telephone
• High school or GED required with 3 years call center customer service or office administrative experience in a fast-paced organization; or associate degree with 1-2 years related experience.

Nice To Haves

• Prior insurance industry experience preferred.

Responsibilities

• Update beneficiary changes, address changes, forms requests, etc. into database
• Policy provisions, policy changes/conversions, reinstatements, withdrawal histories
• Basic requests like beneficiary changes, address changes, forms requests, etc.
• Ensure compliance with company standards and maintains customer files
• Handle customer complaints in a professional courteous manage
• Ensures outstanding issues are resolved appropriately
• Calculate cash values, premium refunds/changes, loan balances or other such values
• Perform similarly related activities as necessary
• Covering for CSR III's as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees