Client Services Specialist III

1 week ago

Austin, Texas, United States National Western Full time
Category
Administration

Overview

Position Summary

The Client Services Representative III is responsible for managing a substantial volume of incoming calls from our esteemed policyholders and producers.

Key Responsibilities
  • Deliver Outstanding Customer Support
  • Provide in-depth assistance regarding our insurance products
  • Ensure accurate and thorough internal documentation in compliance with regulatory standards
  • Assess customer needs, investigate issues, and offer effective solutions
  • Handle and resolve situations involving dissatisfied clients
  • Mentor and support junior Client Services Representatives, including training on daily tasks
  • Process intricate service requests
  • Calculate values such as cash values, premium adjustments, loan balances, and other related figures
Qualifications

Skills & Competencies
  • Proficient telephone communication skills
  • Excellent written and verbal communication abilities
  • Capability to perform complex mathematical calculations manually
  • Ability to learn and apply tax regulations related to annuity and life policy changes
  • Strong organizational capabilities
  • Understanding of customer service principles and practices
  • Basic computer proficiency and typing skills
  • Attention to detail
  • Aptitude for working in a dynamic environment
Education & Experience
  • High school diploma or GED required
  • One to two years of experience in call center customer service
  • Experience in the insurance sector is preferred but not mandatory
Licenses & Certifications
  • No specific licenses required
  • Completion of LOMA insurance courses I and II is mandatory within the first year of employment
Supervisory Responsibilities
  • No supervisory duties
Work Environment
  • This role is conducted in a professional office setting, utilizing standard office equipment such as computers, telephones, photocopiers, filing cabinets, and fax machines.
  • Regular attendance is essential, with potential overtime during peak periods.
  • The physical demands outlined are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities.
  • Flexibility to work remotely as needed by the organization.
Additional Information
  • The details in this job description are not exhaustive and may be subject to change at any time.
  • Management reserves the right to assign or reassign additional duties as necessary.
Employment Type
Full-Time

Salary Range
$47,000 - $52,000

Position Classification
Non-Exempt

About National Western Life

National Western Life offers high-quality insurance solutions globally to fulfill the financial security needs of specific market segments. We are committed to providing professional and friendly service to our policyholders and agents while being responsive to the needs of our employees, shareholders, and the community.

Equal Opportunity Employer Statement
We are an equal 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.

  • IT Service Specialist III

    5 days ago

    Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Description:The Texas Department of Aging & Disability Services seeks a highly skilled Technical Support Specialist III to join our team. As a key member of our IT department, you will be responsible for providing top-notch technical support to our customers.Key Responsibilities:Technical Support: Provide expert technical support to customers via phone,...

  • Client Services Specialist II

    2 weeks ago

    Austin, Texas, United States National Western Full time

    Job OverviewUnder minimal supervision, the Client Services Specialist II addresses inquiries from policyholders and agents, ensuring high-quality service delivery.Key Responsibilities- Update beneficiary and address changes, and process forms requests in the database.- Handle basic requests including policy provisions, changes, reinstatements, and withdrawal...

  • Customer Service Specialist III

    1 week ago

    Austin, Texas, United States National Western Full time

    Category Administration OverviewPosition SummaryThe Client Services Representative III is responsible for addressing a significant volume of incoming calls from our esteemed policyholders and/or producers. Key Responsibilities Deliver Outstanding Customer Service Provide thorough assistance regarding our company's offerings Ensure accurate and complete...

  • Client Support Specialist

    2 weeks ago

    Austin, Texas, United States ABC Home & Commercial Services Full time

    Position: Client Support Specialist at ABC Home & Commercial ServicesABC Home & Commercial Services is seeking a meticulous individual to become part of their team as a Client Support Specialist. This position entails managing a range of service inquiries across various sectors including Pest Management, Lawn Care, and Home Renovation.Employment Type:...

  • Client Services Specialist

    2 weeks ago

    Austin, Texas, United States Foundation Communities Inc Full time

    Job OverviewPosition Summary: Foundation Communities is a dedicated nonprofit organization focused on providing affordable housing and community services. With over 20 housing communities, FC also operates two Prosper Centers where a committed team of staff and volunteers offer a variety of complimentary community services, including tax assistance, health...

  • Client Services Specialist

    2 weeks ago

    Austin, Texas, United States Aspen Kralich - State Farm Agent Full time

    Position OverviewAre you passionate about making a difference in the lives of others? Join our dynamic team at Aspen Kralich, an esteemed State Farm Agent dedicated to fostering a supportive environment.As a Bilingual Client Services Specialist, you will play a crucial role in delivering outstanding client experiences that contribute to the success of our...

  • Client Advocacy Specialist I

    2 weeks ago

    Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Description: Client Advocacy Specialist I This remote position allows for teleworking from various locations within Texas. Under the supervision of the Managing Ombudsman of the Ombudsman Complaint Services Team, the Client Advocacy Specialist I will play a crucial role in addressing and mediating a variety of grievances, disputes, or complaints...

  • Corporate Client Services Advisor

    2 weeks ago

    Austin, Texas, United States Capitol Services Full time

    Job OverviewCapitol Services is in search of a skilled Corporate Client Service Specialist to enhance our dedicated team.Established in 1978, Capitol Services has emerged as a premier provider of services tailored for legal and financial professionals across the nation. Our objective is to deliver exceptional, high-quality service to our clients while...

  • Sales and Client Service Specialist

    2 weeks ago

    Austin, Texas, United States LoveShackFancy Full time

    Position Title: LoveShackFancy Sales and Client Service SpecialistCompany Overview: Established in 2013, LoveShackFancy began with a hand-dyed halter dress designed by Rebecca Hessel Cohen for her bridal collection. What originated as a single piece to celebrate love has transformed into a brand that offers a range of romantic, whimsical, and uplifting...

  • Disability Support Specialist III

    7 days ago

    Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Exciting Career Opportunity at the Texas Department of Aging & Disability ServicesJob Summary:We are seeking a highly skilled and compassionate Rehabilitation Therapist III to join our team at the Texas Department of Aging & Disability Services. As a key member of our staff, you will play a vital role in providing rehabilitation therapy services to...

  • Accountant III

    1 week ago

    Austin, Texas, United States Texas Health & Human Services Commission Full time

    Job SummaryWe are seeking a highly skilled Accountant III - Accounts Receivable Reconciliation Specialist to join our team at the Texas Health & Human Services Commission. As a key member of our Accounts Receivable Team, you will be responsible for processing and reconciling financial transactions, ensuring accuracy and compliance with agency policies and...

  • Accountant III

    1 week ago

    Austin, Texas, United States Texas Health & Human Services Commission Full time

    Job SummaryWe are seeking a highly skilled Accountant III - Accounts Receivable Reconciliation Specialist to join our team at the Texas Health & Human Services Commission. As a key member of our Accounts Receivable Team, you will be responsible for processing and reconciling financial transactions, ensuring accuracy and compliance with agency policies and...

  • Clinical Chemistry Medical Technologist III

    16 hours ago

    Austin, Texas, United States DEPARTMENT OF STATE HEALTH SERVICES Full time

    Job SummaryThe Department of State Health Services is seeking a highly skilled Clinical Chemistry Medical Technologist III to join our team as a Specimen Logistics Specialist. This role will be responsible for performing specimen logistics activities, including intermediate-level essential functions associated with the laboratory information management...

  • Client Relationship Specialist

    2 weeks ago

    Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition: Client Relationship SpecialistThe Client Relationship Specialist plays a crucial role in fostering and nurturing robust connections with clients, ensuring their requirements are fulfilled while delivering exceptional service. This position entails comprehending clients' financial aspirations, providing customized solutions, and serving...

  • Accountant III

    3 days ago

    Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Summary:We are seeking a highly skilled Accountant III to join our Accounts Receivable Reconciliation Team at the Texas Department of Aging & Disability Services. As a key member of our team, you will be responsible for processing financial transactions, reconciling accounts, and ensuring the accuracy of our financial records.Key Responsibilities:Process...

  • Nurse III

    1 week ago

    Austin, Texas, United States Texas Health & Human Services Commission Full time

    Job SummaryThe Texas Health & Human Services Commission is seeking a highly skilled and experienced Nurse III to join our team as a Managed Care Clinical Review Specialist. This is a senior-level position that requires a strong clinical background, excellent analytical and communication skills, and the ability to work effectively in a fast-paced...

  • Program Coordinator III

    2 days ago

    Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Summary:The Texas Department of Aging & Disability Services is seeking a highly skilled and experienced Administrative Clerk III to provide advanced clerical and general office support to the Investigations Program Director of Child Protective Services. The ideal candidate will possess excellent organizational and communication skills, with the ability...

  • Administrative Support Specialist III

    2 weeks ago

    Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Description: Clerk III - Treatment Team Coordinator: Are you prepared to take on a professional challenge? Do you aspire to be part of a vibrant team of dedicated and passionate professionals? The Texas Department of Aging & Disability Services could be the ideal environment for you. This department is recognized for its excellence in providing mental...

  • Nurse III

    1 week ago

    Austin, Texas, United States Texas Health & Human Services Commission Full time

    Job SummaryThe Texas Health & Human Services Commission is seeking a highly skilled Nurse III - Managed Care Clinical Review Specialist to join our team. As a key member of our Acute Care Utilization Review Unit, you will play a critical role in ensuring compliance with Texas Medicaid contracts and state and federal regulations.Key ResponsibilitiesConduct...

  • Administrative Support Specialist III

    2 weeks ago

    Austin, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Description: Clerk III - Treatment Team Administrative Coordinator: Are you prepared to embrace a professional challenge? Are you seeking to be part of a vibrant team of dedicated and passionate professionals? The Texas Department of Aging & Disability Services may be the ideal environment for you. This department is a cornerstone of excellence in...