Client Experience Specialist - Life, Annuity & Disability

Ameritas-Life-Insurance-Corp; Cincinnati (OH); Hybrid; USD 53,641,000 - 85,819,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Flexible hybrid work

PTO

Health benefits

Job summary

Ameritas is seeking a Client Service Specialist to deliver prompt, accurate service for life insurance, annuity and disability policies. Training begins as a hybrid role (3 in-office days per week for 90 days) with locations in Lincoln, NE or Cincinnati, OH; after training, in-office, hybrid or fully remote work options are available.

The role requires 0-2 years of related experience and an Associate’s degree or equivalent.

Qualifications

• Associate’s degree or equivalent experience required.
• 0-2 years of related experience required.
• Previous experience in a call center or customer service capacity highly preferred.
• Previous experience working in the insurance or financial services field is a plus.
• FINRA Series 99 license is preferred but not required.
• Must possess excellent verbal and written communication skills; excellent telephone skills, problem solving, analytical and decision-making skills are required.
• Ability to prioritize tasks and consistently meet deadlines.
• Computer experience in a database, word processing and internet navigation software.
• Planning, organizational, and mathematical skills are important.

Responsibilities

• Communicate by telephone, e-mail, or other written correspondence with policyholders and field partners to expedite service requests for individual life, annuity, and disability policies.
• Understand and anticipate the needs of customers to deliver service that meets or exceeds expectations of clients and falls within stated department Service Standards.
• Communication must be pleasant, professional, tactful, and informative at all times.
• Obtain and analyze data from various sources to provide accurate and complete responses to agents and clients.
• The Associate must be able to analyze complex telephone inquiries and determine necessary steps for resolution including opening workflows and forwarding to appropriate team.
• Desire to have 1 st call resolution for every call and to complete customers request while on the phone.
• Must be able to prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls.

Skills

Call center experience

Communication skills

Prioritization

Problem solving

Analytical skills

Organizational skills

Education

Associate’s degree or equivalent experience

Tools

Database & word processing software

Internet navigation

Job description

Ameritas is seeking a Client Service Specialist to deliver prompt, accurate service for life insurance, annuity and disability policies. Training begins as a hybrid role (3 in-office days per week for 90 days) with locations in Lincoln, NE or Cincinnati, OH; after training, in-office, hybrid or fully remote work options are available.

The role requires 0-2 years of related experience and an Associate’s degree or equivalent.