Job Description

Job Summary
This position supports the efforts of our client, which handles Life Insurance and Annuities.  The Client Services Admin Support is an entry-level customer support position providing basic administrative processing of customer requests.

Essential Functions
* Serves as primary backup to Client Service Representatives
* Provides policy information through correspondence to internal and external customers
* Handles all client service complex correspondence specific to consumer/company complaints
* Researches correspondence with regard to complaints, performs extensive auditing of all materials, policy change forms, agent handling, etc.
* Handles Not Taken requests and refunds
* Orders replacement letters and statements as needed
* Orders forms and policy information and mails to policyholders
* Processes outgoing faxes
* Distributes: Automatic status, automatic letters and reports. Message Center calls.
* Mails: Annuity maturity letters, IVR and Option Annuity statements, ANNV quotes and letters, Requests for annuity cost basis, and Policy information requests.
* Processes cost basis work type through AWD
* Records cost basis on computer
* Maintains 86-88 account balance amounts
* Transcribes messages on message drop phone system
* Processes simple Beneficiary changes

Knowledge, Skills & Abilities
* 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 skills.10-Key by touch or sight.

Education & Experience
* High school or GED required
* 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 Proviso:
* 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.

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 rjgonzalez@ultimatestaffing.com

Job Snapshot

• Employee Type:Full-Time
• Location:Austin, TX
• Job Type:Customer Service
• Experience:Not Specified
• Education:Not Specified
• Date Posted:9/26/2023
• Contact: Robert Gonzalez (512) 795-8635
• Pay Range: $18.50 - $18.50 Hourly

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