SCO - Annuity - Customer Service Representative II

American National Insurance•League City, TX

About The Position

American National is seeking a Customer Service Representative II. Why Apply? • You enjoy customer service that is not sales driven • You are seeking a career that offers development opportunities and defined job progression • Strong training program • Comprehensive benefits, that include a generous paid time off package • Fitness and educational support • Casual dress code What will you do? • Support immediate requests of all incoming phone calls by accepting payments, confirming basic policy information, and managing account and/or policy detail changes; Striving to meet first call resolution • Provide accurate, valid, and complete information to authorized parties-Including policy information, interpretation, coverages, products (Validating caller identification and authority) • Receive incoming applications from clients or field associates, completing process • Notify underwriting department of changes to risk • Review and post premium payments • Become an expert in programs utilized to disseminate policy status, policy data, and inquiries • Review, create, and modify payment plans-Including the set-up of auto-draft from clients’ bank accounts, billing premiums to the insured or mortgagee (May also review premium payment application and issue refunds) • Identify funds needed for lapsed payment policies for reinstatement (Guarantee appropriate approvals are obtained, forms are signed, required paperwork is completed/received, and process payments according to guidelines) • Assist with projects assigned

Requirements

High school diploma or equivalent

Nice To Haves

Work experience in call center and/or customer focused positions (Insurance, Banking, Finance, Retail, Food service)
Bi-lingual skills
Positive phone disposition, with the ability to maintain confidence when communicating resolution to clients
Strong cognitive and multi-task skills
Ability to learn/retain information quickly
Interpersonal skills, able to work effectively in a team focused environment
High attention to detail and follow-up
Passion to provide the highest quality of customer service to clients, possessing pride when managing ownership of phone calls from start-finish
Aptitude to navigate various computer programs simultaneously (Microsoft Office applications and internal systems)
Commitment to ongoing education in relation to the company and products/services offered

Responsibilities

Support immediate requests of all incoming phone calls by accepting payments, confirming basic policy information, and managing account and/or policy detail changes; Striving to meet first call resolution
Provide accurate, valid, and complete information to authorized parties-Including policy information, interpretation, coverages, products (Validating caller identification and authority)
Receive incoming applications from clients or field associates, completing process
Notify underwriting department of changes to risk
Review and post premium payments
Become an expert in programs utilized to disseminate policy status, policy data, and inquiries
Review, create, and modify payment plans-Including the set-up of auto-draft from clients’ bank accounts, billing premiums to the insured or mortgagee (May also review premium payment application and issue refunds)
Identify funds needed for lapsed payment policies for reinstatement (Guarantee appropriate approvals are obtained, forms are signed, required paperwork is completed/received, and process payments according to guidelines)
Assist with projects assigned