Policyholder Services Agent II
2 weeks ago
Administration
Overview
Position Summary
In a role that requires limited oversight, the Client Services Associate II engages with policyholders and agents to address inquiries effectively.
Key Responsibilities
- Input beneficiary modifications, address updates, and form requests into the database
- Manage policy provisions, alterations, reinstatements, and withdrawal histories
- Address basic requests such as beneficiary modifications and address updates
- Ensure adherence to company standards while maintaining customer records
- Professionally resolve customer complaints
- Ensure that outstanding issues are addressed appropriately
- May calculate cash values, premium adjustments, loan balances, and similar values
- Perform related tasks as necessary
- Provide coverage for CSR III roles as needed
Knowledge, Skills & Abilities
- Ability to learn and apply tax regulations relevant to distributions and modifications of annuity and life policies
- Competence in performing complex manual calculations
- Strong organizational capabilities
- Proven ability to interact effectively with the public
- Familiarity with customer service principles and practices
- Excellent written and verbal communication skills
- Basic computer proficiency and typing skills
- Comprehensive knowledge of NWL products or similar offerings
- Effective communication skills with customers via telephone
- High school diploma or GED required with 3 years of experience in call center customer service or office administration in a fast-paced environment; or an Associate's degree with 1-2 years of relevant experience
- Prior experience in the insurance sector is preferred
- No specific licenses required
- Completion of LOMA insurance courses I and II is mandatory within the first year of employment
- No supervisory responsibilities
- This position operates within a professional office setting, utilizing standard office equipment such as computers, telephones, photocopiers, filing cabinets, and fax machines.
- Regular attendance is expected, with potential overtime during peak periods.
- Employees are frequently required to use their hands for tasks and communicate verbally.
- The physical demands described are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities.
- This job description is not intended to be an exhaustive list of duties and responsibilities, skills, and abilities.
- Management may assign or reassign additional duties at any time.
- Responsibilities in this job description may change due to reasonable accommodations or other reasons.
Full-Time
Compensation Range
$40,000 - $45,000
Position
Client Service Rep III
Exempt/Non-Exempt
Non-Exempt
About the Organization
National Western Life is dedicated to providing high-quality insurance solutions globally, catering to the financial security needs of specific market segments. We pride ourselves on delivering professional and friendly service to our policyholders and agents while being 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.
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