Client Service Representative II
2 weeks ago
Job Summary
Under 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 histories
* Ensure compliance with company standards and maintains customer files
* Handle customer complaints in a professional courteous manage
* Ensures outstanding issues are resolved appropriately
* May calculate cash values, premium refunds/changes, loan balances or other such values
* Perform similarly related activities as necessary
* Covering for Client Service Representative III's as needed
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