Client Service Rep. 2

National Western Life Insurance Company Austin , TX 78719

Posted 3 weeks ago

ESSENTIAL DUTIES & RESPONSIBILIES

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  • Matches letters, status and checks on service requests

  • Accesses and routes files through AWD

  • Provides policy information by telephone and written correspondence to policyholders, agents, other financial institutions and plan administrators in an accurate and professional manner

  • Provides written correspondence to policyholders, agents, other financial institutions and plan administrators in a timely, accurate and professional manner

  • Answers questions regarding policy provisions, billing, bank drafts, interest rates, cash value, and accounting

  • Forwards requests for services to the appropriate department

  • Researches computer data and policy files to determine the appropriate response to a telephone call or written correspondence

  • Calculates and processes service requests on policy provisions as well as:

????????? Loans-premiums and cash

Loan Audits

Surrenders-full and partial

Issues installment certificates

Premium Audits

Loan Payments

Dividend Payments

Not Takens

Overloans

Reduced Paid Up Insurance

Extended Term Insurance

  • Calculates and reports any taxable gain on life insurance distributions

  • Verifies ownership before providing information or processing policy distribution

  • Enters address and billing changes into computer

Performs other duties as assigned


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Client Service Rep. 2

National Western Life Insurance Company