Share Email Opening Title Client Services Team Lead/Trainer  Category Customer Service   Description Job Summary The Client Service Team Lead/ Trainer is responsible for providing technical guidance and support, training team members, setting strategy and monitoring progress towards goals based on each member's strengths and skills. The Client Service Team Lead/ Trainer is responsible for providing technical guidance and support, training team members, setting strategy and monitoring progress towards goals based on each member's strengths and skills.   Essential Functions Provides technical guidance and support to Client Service Rep team members Mentors and trains Client Service Rep team members in application processes to ensure professional, courteous and accurate customer service Handles a variety of policy applications including more complex cases Prioritizes and organizes case work in high volume, quick paced production environment Responsible for maintaining complete and accurate internal documentation that meets regulatory and compliance with company standards Supports less experienced Client Services Representatives which includes day to day training, Understanding the strengths and weaknesses of team members Calculates cash values, premium refunds/changes, loan balances or other such values Provide feedback regarding training to management, as needed Organizing task and setting goals Upholding the vision of the group; solving problems and resolving conflict Successfully implement any new training initiatives   Position Requirements 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 policy holder in person interaction Knowledge and skill at applying customer service theories and practices Strong written and oral communication skills necessary Basic computer knowledge and keyboarding skills Ability to assist Call Center back ups when necessary Strong Leadership skill Performs Quality Audits Contribute to work flow review/distribution   Education & Experience   High school or GED required 2 years experience in Customer Service Prior Insurance industry experience preferred but not required.   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 not accepting applications. To search for an open position, please go to http://NationalWesternLife.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category Client Service Representative II in Austin, Texas Posted on: 12/11/2023 [Apply Now] Client Service Representative III in Austin, Texas Posted on: 12/11/2023 [Apply Now] Other Jobs Within 60 Miles Systems Analyst, OIPA Configuration in Austin, Texas Posted on: 12/12/2023 [Apply Now] Team Lead - Software Developer in Austin, Texas Posted on: 12/12/2023 [Apply Now] Solutions Architect, OIPA in Austin, Texas Posted on: 12/15/2023 [Apply Now] Database Administrator in Austin, Texas Posted on: 3/21/2024 [Apply Now] Sr. Investment Support Specialist in Austin, Texas Posted on: 10/25/2023 [Apply Now]

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