American National · 1 week ago
SCO - Annuity - Customer Service Representative II
American National - Data Center, 3030 Invincible Circle, League City, Texas, United States of America
Full-time
Onsite
Mid LevelAmerican National is an established, stable, and successful multi-line insurance corporation. They are seeking a Customer Service Representative II to support customer inquiries, manage account changes, and ensure accurate processing of payments and applications.
Auto InsuranceFinancial ServicesHealth CareHealth InsuranceInsuranceLife Insurance
Responsibilities
Support immediate requests of all incoming phone calls by accepting payments, confirming basic policy information, and managing account and/or policy detail changes; Striving to meet first call resolution
Provide accurate, valid, and complete information to authorized parties-Including policy information, interpretation, coverages, products (Validating caller identification and authority)
Receive incoming applications from clients or field associates, completing process
Notify underwriting department of changes to risk
Review and post premium payments
Become an expert in programs utilized to disseminate policy status, policy data, and inquiries
Review, create, and modify payment plans-Including the set-up of auto-draft from clients’ bank accounts, billing premiums to the insured or mortgagee (May also review premium payment application and issue refunds)
Identify funds needed for lapsed payment policies for reinstatement (Guarantee appropriate approvals are obtained, forms are signed, required paperwork is completed/received, and process payments according to guidelines)
Assist with projects assigned
Qualification
Required
High school diploma or equivalent
Preferred
Work experience in call center and/or customer focused positions (Insurance, Banking, Finance, Retail, Food service)
Bi-lingual skills
Positive phone disposition, with the ability to maintain confidence when communicating resolution to clients
Strong cognitive and multi-task skills
Ability to learn/retain information quickly
Interpersonal skills, able to work effectively in a team focused environment
High attention to detail and follow-up
Passion to provide the highest quality of customer service to clients, possessing pride when managing ownership of phone calls from start-finish
Aptitude to navigate various computer programs simultaneously (Microsoft Office applications and internal systems)
Commitment to ongoing education in relation to the company and products/services offered
Benefits
Medical, dental, vision, and basic life insurance
401k plan
Paid time off
Paid holidays
Company
American National
American National is an insurance company that provides life insurance, health insurance, and auto insurance services.
Founded in 1905
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-08-09Acquired
Leadership Team
M
Matthew Ostiguy
Senior Vice President, P&C Chief Operating Officer, American National Insurance Company
Recent News
2025-12-01
2025-12-01
American National Insurance, LLC
2025-10-31
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