Annuity New Business Specialist (Hybrid)

Ameritas; Lincoln (NE); Hybrid; USD 39,000 - 62,000; Full time

Benefits offered by this job

401(k) Retirement Plan with company-匹配

Tuition Reimbursement and Assistance

Incentive Program Bonuses

Competitive Pay

Flexible Hybrid work

Thrive Days - Personal time off

Paid time off (PTO)

Health Benefits: Medical, Dental, Vis

Health Savings Account (HSA) with E

Well-being programs with financial re

Employee assistance program (EAP)

Professional development programs

Leadership development programs

Employee resource groups

StrengthsFinder Program

Matching donations program

Paid volunteer time- 8 hours per month

Generous paid maternity leave and p

Paternity leave

Fertility, surrogacy, and adoption as

Backup child, elder and pet care suppo

Job summary

Ameritas is seeking a New Business Representative for Annuity to own policy applications from initial review to delivery. This hybrid role offers Lincoln, NE or Cincinnati, OH in-office work with some remote time, supporting customers via phone and email.

You will manage 40-60 new applications monthly, work with cross-functional teams, and ensure accuracy and timely responses. Prior insurance/annuity experience is a plus, with benefits supporting work-life balance.

Qualifications

• High School Diploma or GED required.
• 0-2 years of related experience required.
• 1 year of customer service experience highly preferred.
• Experience in the financial services or insurance industry is desired.
• Experience with annuity products is desired.
• Strong attention to detail and accuracy required.
• Ability to work overtime (as needed to meet business needs) required.
• Prior experience with or quick ability to effectively learn various computer software applications required.

Responsibilities

• Own and be accountable for Annuity policy applications as they move through issuance from initial review to final delivery.
• Research customer needs and problems; develop informed, innovative solutions; and decisive action to build customer loyalty while maintaining integrity of cases, via phone and email.
• Manage an average caseload of 40-60 new applications per month at various stages in the issuance process.
• Field customer inquiries and utilize empathy and patience with all customers.
• Utilize web-based systems in a paperless environment to order, retrieve, manage case activity, and organize requirements.
• Work in a cross-functional team environment with a sense of urgency.
• Meet or exceed service standards for accuracy, turnaround time and quality of work product.
• Responsible for account reconciliation, utilizing appropriate system.
• Correspond with Legal and Compliance departments as necessary for assistance with complex cases and customer complaints.
• Handle and complete assignments and projects within provided timeframes.
• Additional duties as assigned.

Skills

Customer service

Attention to detail

Computer software proficiency

Education

High School Diploma or GED

Tools

Computer software applications

Job description

Ameritas is seeking a New Business Representative for Annuity to own policy applications from initial review to delivery. This hybrid role offers Lincoln, NE or Cincinnati, OH in-office work with some remote time, supporting customers via phone and email.

You will manage 40-60 new applications monthly, work with cross-functional teams, and ensure accuracy and timely responses. Prior insurance/annuity experience is a plus, with benefits supporting work-life balance.