Client Service Representative III
3 weeks ago
Essential Functions
* Provides Exceptional Customer Service
* Offers comprehensive support on our company's products
* Responsible for maintaining complete and accurate internal documentation that meets regulatory and compliance with company standards
* Identify customer's needs, research issues and provide solutions
* De-escalate situations involving dissatisfied customers
* Often supports less experienced Client Services Representatives which may include day to day training
* Fulfills complex service request
* Calculates cash values, premium refunds/changes, loan balances or other such values
Knowledge, Skills & Abilities
* Telephone etiquette skills
* Strong written and verbal communication skills necessary
* Ability to perform complex manual mathematical calculations
* Must be able to learn, comprehend and apply tax regulations as they apply to distributions and changes to annuity and life policies
* Strong organizational skills
* Knowledge and skill at applying customer service theories and practices
* Basic computer knowledge and keyboarding skills
* Detail Oriented
* Ability to work in a fast-paced environment
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Client Service Representative III
3 weeks ago
Austin, United States National Western Life Full timeCategory Customer Service Description Essential Functions Provides Exceptional Customer Service Offers comprehensive support on our company's products Responsible for maintaining complete and accurate internal documentation that meets regulatory and compliance with company standards Identify customer's needs, research issues and provide solutions...
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Client Service Representative II
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Client Service Representative II
3 weeks ago
Austin, United States National Western Life Full timeCategory Customer Service Description Job SummaryUnder limited supervision, the Client Services Representative II responds directly or indirectly to policyholder and/or agent inquiries.Essential Functions Update beneficiary changes, address changes, forms requests, etc. into database Policy provisions, policy changes/conversions, reinstatements, withdrawal...
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Client Service Representative II
1 week ago
Austin, United States National Western Life Full timeCategory Customer Service Description Job SummaryUnder limited supervision, the Client Services Representative II responds directly or indirectly to policyholder and/or agent inquiries.Essential Functions Update beneficiary changes, address changes, forms requests, etc. into database Policy provisions, policy changes/conversions, reinstatements, withdrawal...
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Client Service Representative
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