Category
Customer Service
Description

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

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

Position Requirements

Knowledge, Skills & Abilities

• Must be able to learn, comprehend and apply tax regulations as they apply to distributions andchanges 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 company products or similar
• Ability to communicate effectively with customers by telephone

Experience & Experience

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

Full-Time/Part-Time
Full-Time
Position
Client Service Rep. 2
Exempt/Non-Exempt
Non-Exempt
About the Organization

National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are 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.