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About the Role

We're looking for a Client Services Representative II who brings a passion for delivering exceptional service, strong problem-solving skills, and a commitment to creating positive experiences for policyholders and financial professionals around the world. In this role, you'll serve as a trusted resource, responding to inquiries, processing service requests, and providing knowledgeable support across our life insurance and annuity products while navigating the unique requirements of international business. You'll partner closely with teammates and cross-functional business partners to deliver timely, accurate solutions, strengthen client relationships, and ensure every interaction reflects our commitment to service excellence.

Responsibilities

Serve as a trusted resource for international policyholders and financial professionals by providing responsive, accurate, and professional support via phone, email, and written correspondence.
Build confidence and trust by resolving inquiries with empathy, efficiency, and a commitment to delivering an exceptional client experience.
Process a variety of life insurance and annuity service requests, including beneficiary and address changes, policy updates, reinstatements, conversions, withdrawal requests, and forms fulfillment.
Ensure customer information and policy records remain accurate, complete, and up to date.
Investigate and resolve customer inquiries, complaints, and outstanding issues with professionalism, sound judgment, and a focus on positive outcomes.
Calculate cash values, premium refunds, loan balances, and other policy values, providing accurate information and guidance to clients and financial professionals.
Apply company policies, regulatory requirements, and operational procedures to process transactions accurately and maintain the integrity of customer records.
Develop and apply knowledge of tax regulations and life insurance and annuity products to support compliant servicing and informed customer guidance.
Collaborate with teammates and cross-functional partners to ensure seamless service delivery and timely resolution of client requests.
Provide support for Client Services Representative III responsibilities as needed, contributing to overall team success and service continuity.
Continuously strengthen your knowledge of life insurance and annuity products, international servicing processes, and industry regulations.
Embrace coaching, adapt to evolving business needs, and contribute to a collaborative, high-performing team committed to service excellence.

Requirements

High school or GED required with 3 years call center customer service or office administrative experience in a fast paced organization; or Associates 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

International

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
Associates 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.