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About the Role

We are seeking a Client Services Representative II passionate about delivering exceptional service, possessing strong problem-solving skills, and committed to creating positive experiences for policyholders and financial professionals. This role involves serving as a trusted resource, responding to inquiries, resolving service requests, and providing knowledgeable support for life insurance and annuity products. You will collaborate with teammates and cross-functional partners to deliver timely, accurate solutions, strengthen client relationships, and ensure service excellence.

Responsibilities

Serve as a trusted resource for policyholders and financial professionals by providing responsive, accurate, and professional support via email.
Build confidence and trust by resolving inquiries with empathy, efficiency, and a commitment to delivering an exceptional service experience.
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.

Requirements

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.

Skills

Client Focus
Execution Excellence
Communication
Problem Solving
Compliance & Accountability
Collaboration
Continuous Learning
Adaptability

Location

Hybrid

Work Type

Hybrid

Experience Level

3 years call center customer service or office administrative experience
1-2 years related experience

Education Level

High school or GED
Associate's degree

Salary/Compensations

$40,000-$45,000

Benefits

Comprehensive medical, dental, and vision coverage
HSA and 401(k) company match
Paid time off
Employer-paid life and disability insurance

About the Company

We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform.
We believe every client and customer relationship holds the potential to become something greater—and the same is true for our people.
As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership.
If you're energized by helping people, solving problems, and delivering exceptional service with every interaction, you'll thrive here!

Equal Opportunity

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.