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Client Service Rep II

3 weeks ago

Austin, Texas, United States Prosperity Life Group, LLC. Full time

Summary:

Under limited supervision, the Client Services Representative II responds directly or indirectly to policyholder and/or agent inquiries.

Essential Duties and Responsibilities:

  • Update beneficiary changes, address changes, forms requests, etc. into database
  • Policy provisions, policy changes/conversions, reinstatements, withdrawal histories
  • Basic requests like beneficiary changes, address changes, forms requests, etc.
  • Ensure compliance with company standards and maintains customer files
  • Handle customer complaints in a professional courteous manage
  • Ensures outstanding issues are resolved appropriately
  • Calculate cash values, premium refunds/changes, loan balances or other such values
  • Perform similarly related activities as necessary
  • Covering for CSR III's as needed

Knowledge, Skills & Abilities

  • Must be able to learn, comprehend and apply tax regulations as they apply to distributions and changes to annuity and life policies
  • Ability to perform complex manual mathematical calculations
  • Strong organizational skills
  • Demonstrated skill and ability in dealing with the public
  • Knowledge and skill at applying customer service theories and practices
  • Strong written and oral communication skills necessary
  • Basic computer knowledge and keyboarding skills
  • Thorough knowledge of the Company's products or similar
  • Ability to communicate effectively with customers by telephone

Education & Experience

  • High school or GED required with 3 years call center customer service or office administrative experience in a fast-paced organization; or associate degree with 1-2 years related experience.
  • Prior insurance industry experience preferred.

Licenses & Certifications

  • None required.

Supervision & Leadership

  • No Supervision responsibilities

Work Environment

  • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
  • Regular and predictable attendance is required. Overtime may be required at peak times.
  • The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Statement of Other Duties Provision:

  • The information contained in this job description is not intended to be an all-inclusive 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 job 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.