Client Service Specialist – Life, Annuity & Disability

ameritasexternal; Kentucky; Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) with match

Tuition Reimbursement

Incentive Program Bonuses

Flexible Hybrid work

Job summary

Ameritas is seeking a Client Service Specialist to provide prompt, accurate service to policyholders and field partners across life insurance, annuity, and disability products. The role includes handling inquiries by phone and email, analyzing data, and ensuring first-call resolution where possible.

Training is hybrid for 90 days with 3 days in the office weekly, after which options include in-office, hybrid, or fully remote work. Associates should have strong communication and analytical skills.

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 and problem solving abilities.

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.
• Analyze complex telephone inquiries and determine necessary steps for resolution including opening workflows and forwarding to appropriate team.
• Aim for 1st call resolution for every call and complete customers requests while on the phone.
• Prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls.

Skills

Communication skills

Customer service

Call center experience

Insurance knowledge

Education

Associate’s degree or equivalent experience

Tools

Database software

Word processing

Internet navigation

Job description

Ameritas is seeking a Client Service Specialist to provide prompt, accurate service to policyholders and field partners across life insurance, annuity, and disability products. The role includes handling inquiries by phone and email, analyzing data, and ensuring first-call resolution where possible.

Training is hybrid for 90 days with 3 days in the office weekly, after which options include in-office, hybrid, or fully remote work. Associates should have strong communication and analytical skills.