Client Services Team Lead/Trainer (Texas, Austin) - National Western Life Insurance Company

Job Summary

The Client Service Team Lead/ Trainer is responsible for providing technical guidance and support, training team members, setting strategy and monitoring progress towards goals based on each member's strengths and skills. The Client Service Team Lead/ Trainer is responsible for providing technical guidance and support, training team members, setting strategy and monitoring progress towards goals based on each member's strengths and skills.

Essential Functions

• Provides technical guidance and support to Client Service Rep team members
• Mentors and trains Client Service Rep team members in application processes to ensure professional, courteous and accurate customer service
• Handles a variety of policy applications including more complex cases
• Prioritizes and organizes case work in high volume, quick paced production environment
• Responsible for maintaining complete and accurate internal documentation that meets regulatory and compliance with company standards
• Supports less experienced Client Services Representatives which includes day to day training, Understanding the strengths and weaknesses of team members
• Calculates cash values, premium refunds/changes, loan balances or other such values
• Provide feedback regarding training to management, as needed
• Organizing task and setting goals
• Upholding the vision of the group; solving problems and resolving conflict
• Successfully implement any new training initiatives