Client Services Representative II

• Review and process a variety of life insurance and annuity transactions, including beneficiary updates, financial requests, and policy changes.
• Calculate cash values, premium refunds, loan balances, and other policy values while ensuring accuracy and attention to detail.

• Follow established compliance procedures, including anti-money laundering (AML) requirements, IRS reporting guidelines, and fraud prevention protocols.
• Complete identity verification activities and apply sound judgment to safeguard customer information and financial transactions.

• Investigate and resolve outstanding service issues, collaborating with internal teams to ensure timely , accurate resolutions.
• Take ownership of customer concerns and proactively identify solutions that improve the overall client experience.

• Partner with teammates and cross-functional business partners to deliver seamless service and meet departmental goals.
• Provide support for Client Services Representative III responsibilities as needed and contribute to a collaborative, high-performing team environment.

• Build expertise in life insurance and annuity products, policy administration, and applicable tax and regulatory requirements.
• Embrace coaching, adapt to changing business needs, and continuously strengthen your knowledge and skills to better serve our customers and financial professionals.

• High school or GED required with 3 years call center customer service or office administrative experience in a fast-paced organization; or associate's degree with 1-2 years related experience
• Prior insurance industry experience preferred.

• Client Focus: Delivers responsive, professional, and empathetic service that builds trust and creates posi tive experiences for policyholders and financial professionals.
• Execution Excellenc e : Balances speed, accuracy, and attention to detail while managing multiple priorities and delivering high-quality work.
• Communication: Communicates clearly, timely , and professionally across phone, email, and written correspondence to resolve inquiries and provide effective solutions.
• Problem Solving: Investigates issues, analyzes information, and exercises sound judgment to resolve complex inquiries and achieve positive outcomes.
• Compliance & Accountability: Applies company policies, regulatory requirements, and established procedures to ensure accurate , compliant, and secure transaction processing.
• Collaboration: Works effectively with teammates and cross-functional partners to resolve issues, share knowledge, and deliver seamless service.
• Continuous Learning: Expands product knowledge, regulatory understanding, and technical expertise while embracing coaching and ongoing development.
• Adaptability: Thrives in a fast-paced environment by adjusting to changing priorities, learning new processes, and maintaining a high level of service.

• A collaborative, inclusive environment that values authenticity, accountability, and partnership
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next
• A variable compensation package with a base range of $40,000-$45,000
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
• Hybrid work arrangement

At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply.

We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.

We strive for a meaningful interview experience for all candidates.

If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.