Customer Service 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 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 internal documentation that adheres to regulatory and compliance standards
  • Assess customer needs, investigate issues, and offer solutions
  • Manage and resolve situations involving dissatisfied customers
  • Often mentors less experienced Client Services Representatives, which may include daily training
  • Handles complex service requests
  • Calculates cash values, premium adjustments, loan balances, and other relevant figures
Position Requirements

Knowledge, Skills & Abilities
  • Proficient telephone etiquette
  • Strong written and verbal communication skills are essential
  • Ability to perform intricate manual mathematical calculations
  • Must be capable of learning, understanding, and applying tax regulations related to distributions and modifications of annuity and life policies
  • Excellent organizational skills
  • Knowledge and application of customer service principles and practices
  • Basic computer proficiency and typing skills
  • Detail-oriented
  • Able to thrive in a fast-paced environment
Education & Experience
  • High school diploma or GED required
  • One to two years of experience in call center customer service
  • Previous 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
Supervision & Leadership
  • No supervisory responsibilities
Work Environment
  • This role operates within a professional office setting. Standard office equipment such as computers, telephones, photocopiers, filing cabinets, and fax machines are routinely used.
  • Regular and predictable attendance is essential. Overtime may be necessary during peak periods.
  • The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
  • Ability to work remotely as required by the business.
Statement of Other Duties Proviso:
  • The information contained in this job description is not intended to be an exhaustive 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 position 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

Compensation Range
$47,000 - $52,000

Position
Client Service Rep III

Exempt/Non-Exempt
Non-Exempt

About the Organization

National Western Life provides high-quality insurance products globally to meet the financial security needs of well-defined market segments. We deliver 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.

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