Customer Service Representative II

11 hours ago

League City, Texas, United States American National Full time
Job Title: Customer Service Representative II

American National is seeking a Customer Service Representative II to join our team.

Job Summary:

This role is responsible for providing exceptional customer service to our clients, ensuring that their needs are met and exceeded. The successful candidate will be a strong communicator, able to effectively handle customer inquiries and resolve issues in a timely and professional manner.

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.
  • Provide accurate, valid, and complete information to authorized parties, including policy information, interpretation, coverages, and products.
  • Receive incoming applications from clients or field associates, completing the process.
  • Notify the 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.
  • Identify funds needed for lapsed payment policies for reinstatement.
  • Assist with projects assigned.
Requirements:
  • High school diploma or equivalent.
  • 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.
What We Offer:

American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company's 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.

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 a 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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