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Customer Service Representative II

7 months ago


League City, United States American National Full time

Customer Service Representative II

American National is seeking a Customer Service Representative II.

Why Apply?
• You enjoy customer service that is not sales driven
• You are seeking a career that offers development opportunities and defined job progression
• Strong training program
• Comprehensive benefits, that include a generous paid time off package
• Fitness and educational support
• Casual dress code

What will you do?
• 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

Required Qualifications
• 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

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 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.