Client Service Representative III
Prosperity Life is a fast-growing insurance company aiming to become a leading U.S. retail platform. They are seeking a Client Services Representative III to handle high volumes of inbound calls, provide detailed product support, resolve complex service requests, and maintain compliance with regulatory standards while supporting less experienced representatives.
Responsibilities
- Respond to a high volume of inbound calls from policyholders and producers with professionalism and empathy
- Provide clear, accurate information regarding company products, policies, and service requests
- Identify customer needs, research issues, and deliver appropriate solutions
- De‑escalate dissatisfied customer situations and ensure a positive service experience
- Fulfill complex service requests related to life and annuity policies
- Calculate cash values, premium refunds or changes, loan balances, and related policy values
- Learn, apply, and explain tax regulations as they relate to policy distributions and changes
- Maintain complete, accurate, and timely internal documentation in accordance with company, regulatory, and compliance standards
- Ensure all customer interactions and transactions are properly recorded and auditable
- Provide informal day‑to‑day support and guidance to less experienced Client Services Representatives, as needed
Skills
- High school diploma or GED required
- 1–2 years of call center or customer service experience
- Strong verbal and written communication skills with professional telephone etiquette
- Ability to perform complex manual mathematical calculations
- Ability to learn, comprehend, and apply tax regulations related to life and annuity policies
- Strong organizational skills and attention to detail
- Basic computer skills and keyboarding proficiency
- Ability to work effectively in a fast‑paced, high‑volume environment
- Regular and predictable attendance, with flexibility for overtime during peak periods
- Prior insurance industry experience preferred but not required
- Bilingual (Spanish/English) strongly preferred
Benefits
- Comprehensive medical, dental, and vision coverage
- An HSA and 401(k) company match
- Paid time off
- Employer-paid life and disability insurance
Company Overview