What are the responsibilities and job description for the Client Service Rep II position at National Western?

Category

Administration

Description

Who we are :

Prosperity Group Holdings, LP ("Prosperity") is a holding company with three U.S. insurance entities : Shenandoah Life Insurance Company ("SHEN"), SBLI USA Life Insurance Company, Inc. ("SBLI"), S.USA Life Insurance Company, Inc. ("S.USA"); one Bermuda reinsurance entity, Prosperity Life Assurance Limited ("PLAL"); as well as an asset manager, Prosperity Asset Management, LLC ("PAM").

Through the three U.S. insurance entities, Prosperity provides financial security to customers and their families through innovative protection, asset accumulation, and supplemental health insurance products. Through its reinsurance entity, it provides customized and innovative capital, investments and risk management solutions to its reinsurance clients. All Prosperity insurance / reinsurance entities are rated A- by A.M. Best and Kroll. Since 2019, assets under management by Prosperity entities have grown from $2.3 billion to $16 billion.

Prosperity is owned by funds affiliated with Elliott Investment Management L.P. ("Elliott") and has access to flexible capital through Elliott. The funds that make up the capital provided by Elliott to Prosperity have no maturity date and therefore no time horizon to exit. This allows Prosperity to grow at their own pace over a long period of time.

Prosperity's asset management team established a distinct business, PAM, under the Prosperity umbrella representing the investment management and asset origination team of Prosperity in 2022. In this capacity, PAM manages over $10 billion in assets for Prosperity's insurance and reinsurance businesses. As part of the company's vision to continue its expansion of its insurance business and grow to $25 billion in assets by 2025, Prosperity has entered into a definitive merger agreement to acquire National Western Life Group, Inc. At the close of the transaction, expected in the first half of 2024, Prosperity will have more than $25 billion assets under management and will be servicing more than 1 million policies.

Prosperity is a high-growth insurance holding company led by a seasoned management team with significant experiences in the insurance and asset management sectors.

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
May 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.

Completion of LOMA insurance courses I and II required within first year of employment.

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.

Position Requirements

Full-Time / Part-Time

Full-Time

Compensation Range

Position

Client 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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