Client Service Representative III

Prosperity Life Group • Austin, TX

1d • $24 • Hybrid

About The Position

We’re a fast-growing, privately held insurance company on a path to become a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work—enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you’re energized by helping others, solving problems, and working in a fast‑paced, call‑center environment, you’ll feel right at home here! About the Role: We’re looking for a Client Services Representative III who will be responsible for responding to a high volume of inbound telephone inquiries from policyholders and producers. You’ll provide detailed support on company products, resolves complex service requests, and ensures all customer interactions and internal documentation meet regulatory and compliance standards. You may also informally support less experienced representatives through day‑to‑day guidance and knowledge sharing. The ideal candidate brings strong customer service instincts, comfort handling complex inquiries, and the ability to remain calm and solution‑oriented in escalated situations.

Requirements

• High school diploma or GED required.
• 1–2 years of call center or customer service experience.
• Strong verbal and written communication skills with professional telephone etiquette.
• Ability to perform complex manual mathematical calculations.
• Ability to learn, comprehend, and apply tax regulations related to life and annuity policies.
• Strong organizational skills and attention to detail.
• Basic computer skills and keyboarding proficiency.
• Ability to work effectively in a fast‑paced, high‑volume environment.
• Regular and predictable attendance, with flexibility for overtime during peak periods.

Nice To Haves

• Prior insurance industry experience preferred but not required.
• Bilingual (Spanish/English) strongly preferred.

Responsibilities

• Respond to a high volume of inbound calls from policyholders and producers with professionalism and empathy.
• Provide clear, accurate information regarding company products, policies, and service requests.
• Identify customer needs, research issues, and deliver appropriate solutions.
• De‑escalate dissatisfied customer situations and ensure a positive service experience.
• Fulfill complex service requests related to life and annuity policies.
• Calculate cash values, premium refunds or changes, loan balances, and related policy values.
• Learn, apply, and explain tax regulations as they relate to policy distributions and changes.
• Maintain complete, accurate, and timely internal documentation in accordance with company, regulatory, and compliance standards.
• Ensure all customer interactions and transactions are properly recorded and auditable.
• Provide informal day‑to‑day support and guidance to less experienced Client Services Representatives, as needed.

Benefits

• A collaborative, inclusive environment that values authenticity, accountability, and partnership
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next
• A variable compensation package with an hourly base rate of $24
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
• Hybrid work arrangement: must be local to our Austin, TX office and able to work onsite 3 days per week with 2 days working from home.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees