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CSR II & III - North Austin AH

Date Posted: 6/7/2023

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Job Description

Our client in North Austin is hiring for a Client Services Representative II! This position is on-site.

Job Responsibilities

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
Update beneficiary changes, address changes, forms requests, etc. into database
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

Skills / Knowledge 
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 NWL products or similar
Ability to communicate effectively with customers by telephone

Experience Necessary
* High school or GED required with 3 years call center customer service or office administrative experience in a fast paced organization; or Associates degree with 1-2 years related experience

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
To apply please email your resume to

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Job Snapshot

  • Employee Type:Full-Time
  • Location:Austin, TX
  • Job Type:Customer Service
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:6/7/2023
  • Contact: Alexis Hooks (512) 795-8635
  • Pay Range: $19.00 - $23.00 Hourly
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Job Reference: JO-2210-181376