Client Service Representative III

3 weeks ago


Austin, United States National Western Life Insurance Company Full time

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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