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Title

Client Service Representative III 

Category Customer Service  
Description

Essential Functions

  • Provides Exceptional Customer Service
  • Offers comprehensive support on our company’s products
  • Responsible for maintaining complete and accurate internal documentation that meets regulatory and compliance with company standards
  • Identify customer’s needs, research issues and provide solutions
  • De-escalate situations involving dissatisfied customers
  • Often supports less experienced Client Services Representatives which may include day to day training
  • Fulfills complex service request
  • Calculates cash values, premium refunds/changes, loan balances or other such values

 

Knowledge, Skills & Abilities

  • Telephone etiquette skills
  • Strong written and verbal communication skills necessary
  • Ability to perform complex manual mathematical calculations
  • Must be able to learn, comprehend and apply tax regulations as they apply to distributions and changes to annuity and life policies
  • Strong organizational skills
  • Knowledge and skill at applying customer service theories and practices
  • Basic computer knowledge and keyboarding skills
  • Detail Oriented
  • Ability to work in a fast-paced environment
 
Position Requirements

Education & Experience

  • High school or GED required
  • One to Two years of Call center customer service experience
  • Prior Insurance industry experience preferred but not required

 

Licenses & Certifications

  •  None required
  • Completion of LOMA insurance courses I and II required within first year of employment.
 
Full-Time/Part-Time Full-Time  
Position Customer Service Rep. III  
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.

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