In Force Illustration Representative

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

We are looking for an outstanding communicator, detail-oriented organizer who loves customer service to drive the business by creating illustrations for in-force policies covering a wide range of life insurance products, companies, and administrative systems. Provide information to customers via written correspondence, telephone conversations, and personal contact, including advice on what illustrations to order, and how in-force contracts can be altered to achieve stated goals. Work independently with minimal assistance.

This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home.

What you do:

• Accurately create in-force illustrations in response to a wide range of requests for multiple products maintained on a variety of administrative systems. Be familiar with other service functions outside of in-force illustrations.
• Communicate with agents, clients, and Home Office staff via written correspondence, telephone conversations, and personal contact. Communication topics may include explanations of illustrations provided, status updates, advice on what illustrations to order, and how in-force contracts can be altered to achieve stated goals. When communicating, handle difficult situations by using negotiating skills to resolve conflict.
• Consistently exceed customer expectations by displaying courtesy and sensitivity. Display a commitment to excellence to our clients, field force, and home office staff by responding to requests in a timely manner and keeping commitments.
• Maintain an understanding of various insurance products, their contract features and limitations, and the extent to which the products can be adjusted while in-force, along with any potential tax consequences of these adjustments.
• Maintain an understanding of policy-related correspondence and statements (e.g., policies/contracts, confirmations, quarterly and annual statements, letters, forms, etc.).
• Stay abreast of departmental, company, industry and regulatory changes that affect the position.
• Promote company core values and support company standards.
• Employee has the duty to comply with all applicable insurance laws and regulations and with approved company policies, practices and procedures related to ethical market conduct activities. Employee further has the responsibility to immediately report known or suspected violations of laws, regulations and company policies, practices and procedures to the company's compliance officer.

What you bring:

• Bachelor's Degree or equivalent combination of education and industry experience required.
• 1-3 years of related experience required.
• Life insurance or financial services industry experience highly desired.
• Must obtain SIE and Series 99 or Series 6 license within 12 months of employment, if not already held.
• Ability to prioritize multiple tasks in a fast-paced environment while remaining organized is required.

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:

Ameritas Benefits

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.