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Client Service Rep II

1 month ago

Austin, United States National Western Full time

Category Administration 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 histories•Basic requests like beneficiary changes, address changes, forms requests, etc.•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 CSR III's as neededPosition Requirements Knowledge, Skills & Abilities Must be able to learn, comprehend and apply tax regulations as they apply to distributions and changes to annuity and life policies Ability to perform complex manual mathematical calculations Strong organizational skills Demonstrated skill and ability in dealing with the public Knowledge and skill at applying customerservice theories and practices Strong written and oralcommunication skills necessary Basic computer knowledge and keyboarding skills Thorough knowledge of NWL products or similar Ability to communicate effectively with customers by telephoneEducation & Experience High school or GED required with 3 years call center customer service or office administrative experience in a fast paced organization; or Associates degree with 1-2 years related experience Prior insurance industry experience preferred.Licenses & Certifications None required Completion of LOMA insurance courses I and II required within first year of employment.Supervision &Leadership No Supervision responsibilitiesWork Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Regular and predictable attendance is required. Overtime may be required at peak times. The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Statement of Other Duties Proviso: The information containedin this job descriptionis not intended to be an all-inclusive list of duties and responsibilities,skills and abilities, or other listed requirements. Management may, at its discretion, assign,reassign, or add additional duties and responsibilities to this job at any time. The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons. Full-Time/Part-Time Full-Time Position Client Service Rep III Exempt/Non-Exempt Non-Exempt About the Organization National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community.EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. This position is currently accepting applications.