Customer Service Representative

3 weeks ago


League City, Texas, United States American National Full time
About the Role

We are seeking a highly skilled Customer Service Representative II to join our team at American National. As a key member of our customer service department, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities
  • Support immediate requests of all incoming phone calls by accepting payments, confirming basic policy information, and managing account and/or policy detail changes; Striving to meet first call resolution
  • Provide accurate, valid, and complete information to authorized parties-Including policy information, interpretation, coverages, products (Validating caller identification and authority)
  • Receive incoming applications from clients or field associates, completing process
  • Notify underwriting department of changes to risk
  • Review and post premium payments
  • Become an expert in programs utilized to disseminate policy status, policy data, and inquiries
  • Review, create, and modify payment plans-Including the set-up of auto-draft from clients' bank accounts, billing premiums to the insured or mortgagee (May also review premium payment application and issue refunds)
  • Identify funds needed for lapsed payment policies for reinstatement (Guarantee appropriate approvals are obtained, forms are signed, required paperwork is completed/received, and process payments according to guidelines)
  • Assist with projects assigned
Requirements
  • High school diploma or equivalent
PREFERRED QUALIFICATIONS
  • Work experience in call center and/or customer focused positions (Insurance, Banking, Finance, Retail, Food service)
  • Bi-lingual skills
  • Positive phone disposition, with the ability to maintain confidence when communicating resolution to clients
  • Strong cognitive and multi-task skills
  • Ability to learn/retain information quickly
  • Interpersonal skills, able to work effectively in a team focused environment
  • High attention to detail and follow-up
  • Passion to provide the highest quality of customer service to clients, possessing pride when managing ownership of phone calls from start-finish
  • Aptitude to navigate various computer programs simultaneously (Microsoft Office applications and internal systems)
  • Commitment to ongoing education in relation to the company and products/services offered
About American National

American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization's values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.



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