Client Service Specialist (Life Insurance, Annuity & Disability) - Cincinnati, OH

Ameritas; Cincinnati (OH); Hybrid; USD 25,000 - 41,000; Full time

Benefits offered by this job

Flexible hybrid work

Thrive Days

Paid time off

Job summary

Ameritas is seeking a Client Service Specialist for Life Insurance, Annuity, and Disability to support policyholders and field partners with timely, accurate service. The role trains as a hybrid position (3 days in office per week) in Lincoln, NE or Cincinnati, OH with potential for in-office, hybrid, or fully remote work after training.

You will handle calls, data gathering, and problem resolution while aiming for first-call resolution, balancing multiple tasks, and maintaining high service

Qualifications

• Associate degree or equivalent experience required.
• 0-2 years of related experience requested or preferred.
• Previous call center or customer service experience is highly preferred.
• Insurance or financial services experience is a plus.
• FINRA Series 99 license is preferred but not required.
• Excellent verbal and written communication skills are required.
• Ability to prioritize tasks and meet deadlines.
• Computer experience in database, word processing and internet navigation.

Responsibilities

• Communicate with policyholders and field partners by telephone, e-mail or written means.
• Expedite service requests for life, annuity and disability policies.
• Anticipate customer needs to meet or exceed service standards.
• Obtain and analyze data to provide accurate responses.
• Analyze complex inquiries and determine steps for resolution.

Skills

Communication skills

Telephone skills

Problem solving

Analytical skills

Decision making

Prioritization

Organizational skills

Mathematical skills

Customer service

Data analysis

Education

Associate degree or equivalent experience

Tools

Database software

Word processing

Internet navigation

Job description

Client Service Specialist (Life Insurance, Annuity & Disability)

Locations

Lincoln, Nebraska, United States
Cincinnati, Ohio, United States

Area of Interest

Customer Service

Contract

Full-time

Job Description

The Client Service Specialist (Life Insurance, Annuity, & Disability) will help drive the business by providing prompt, accurate and courteous service to build and maintain positive relationships with policyholders and field partners.

This position will train as hybrid role (3 days in office per week) for the first 90 days and can be located in our Lincoln, NE or Cincinnati, OH office. After training, associates will have the opportunity to work in-office, hybrid, or fully remote.

What you do:

• 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 1st 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.

What you bring:

• 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.

What we offer:

A meaningful mission. Great benefits. A vibrant culture.

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

For your time:

• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).

For your health and well-being:

• Health Benefits: Medical, Dental, Vision.
• Health Savings Account (HSA) with employer contribution.
• Well-being programs with financial rewards.
• Employee assistance program (EAP).

For your professional growth:

• Professional development programs.
• Leadership development programs.
• Employee resource groups.
• StrengthsFinder Program.

For your community:

• Matching donations program.
• Paid volunteer time- 8 hours per month.

For your family:

• Generous paid maternity leave and paternity leave.
• Fertility, surrogacy, and adoption assistance.
• Backup child, elder and pet care support.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline

This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.

About this Position's Pay

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.

Job Details

Pay Range $18.72 - $29.95 / hour

Pay Transparency

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.