Hybrid In-Force Illustrations Specialist

Ameritas; Oklahoma; Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible Hybrid work

PTO

Health Benefits

Tuition Reimbursement

Job summary

Ameritas is seeking an outstanding communicator and detail‑oriented organizer to create in-force illustrations for life insurance products across multiple systems. You will advise on what illustrations to order and how contracts can be adjusted to reach goals, while working independently with minimal supervision.

The role is hybrid with in-office time in Lincoln, NE or Cincinnati, OH and remote work from home. A strong customer service mindset and knowledge of insurance products are essential.

Qualifications

• Bachelor's Degree or equivalent combination of education and industry experience.
• 1-3 years of related experience.
• Life insurance or financial services industry experience highly desired.
• Must obtain SIE and Series 99 or Series 6 license within 12 months of employment.
• Ability to prioritize multiple tasks in a fast-paced environment while remaining organized.

Responsibilities

• Accurately create in-force illustrations in response to a wide range of requests for multiple products.
• Communicate with agents, clients, and Home Office staff via written correspondence, telephone conversations, and personal contact; explain illustrations and offer guidance on orders and modifications.
• Consistently exceed customer expectations by displaying courtesy and sensitivity and responding in a timely manner.
• Maintain understanding of various insurance products, their features, limitations, and tax implications of adjustments.
• Understand policy-related correspondence and statements and stay updated on changes affecting the role.
• Promote company core values and standards, and comply with laws, regulations, and policies.

Education

Bachelor's Degree or equivalent combination of education and industry experience

SIE and Series 99 or Series 6 license within 12 months of employment

Job description

Ameritas is seeking an outstanding communicator and detail‑oriented organizer to create in-force illustrations for life insurance products across multiple systems. You will advise on what illustrations to order and how contracts can be adjusted to reach goals, while working independently with minimal supervision.

The role is hybrid with in-office time in Lincoln, NE or Cincinnati, OH and remote work from home. A strong customer service mindset and knowledge of insurance products are essential.