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Client Service Representative II
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- Under limited supervision, the Client Services Representative II responds directly or indirectly to policyholder and/or agent inquiries.
- Policy provisions, policy changes/conversions, reinstatements, withdrawal histories
- May calculate cash values, premium refunds/changes, loan balances or other such values
- Covering for Client Service Representative III's as needed
- Must be able to learn, comprehend and apply tax regulations as they apply to distributions andchanges to annuity and life policies
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