New Business Policy Representative - Life Insurance

Ameritas-Life-Insurance-Corp; Cincinnati (OH); Hybrid; USD 26,000 - 41,000; Full time

Benefits offered by this job

401(k) Retirement Plan with company

Tuition Reimbursement

Incentive Program Bonuses

Flexible Hybrid work

Paid time off (PTO)

Job summary

Ameritas, an insurance and financial services company, is seeking a New Business Policy Representative - Life Insurance in Cincinnati, OH. This hybrid role issues and administers cases, provides customer service, and ensures processing follows procedures and compliance.

Responsibilities include researching customer needs, communicating with producers and customers, reconciling accounts, and coordinating with Legal and Compliance on complex cases.

Qualifications

• High school diploma or GED required.
• Life insurance experience preferred.
• 0–2 years of experience required.

Responsibilities

• Issues and administers life insurance cases, providing customer service and ensuring accurate processing in line with procedures and compliance.
• Researches customer needs and develops informed solutions while maintaining policy integrity.
• Communicates with producers and customers to support cases and provide timely updates.
• Reconciles accounts using appropriate systems and coordinates with Legal and Compliance for complex issues.
• Meets or exceeds service standards for accuracy, turnaround time and quality of service.
• Handles special assignments and training with an emphasis on product knowledge.

Education

High school diploma or GED

Job description

New Business Policy Representative - Life Insurance

#6040

Position Locations

Area of Interests

Insurance

Full-Time/Part Time

Full-time

Job Description

This position is responsible for the issuance, administrative functions, and customer service on cases, products, and plans for the enterprise. The incumbent must interpret and fulfill all requirements necessary for accurate processing, while following current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives.

• Position Location:This is a hybrid role working partially in-office (Cincinnati, OH) and partially from home.

What you do:

• Researches customer needs and problems and develops informed, innovative solutions. Provides decisive action within defined parameters of authority to build customer loyalty while maintaining the financial and procedural integrity of the case and proactively communicating with customers.
• Fields customer inquiries and provides empathy and patience with all customers.
• Possesses a working knowledge of the functions and systems across the organization as they relate to administrative functions.
• Communicates with producers and customers, providing support on their various cases.
• Meets or exceeds service standards with respect to accuracy, turnaround time, and overall quality of products and services.
• Responsible for account reconciliation by utilizing appropriate systems.
• Corresponds with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
• Handles and completes special assignments and projects within provided timeframes.
• Must stay abreast to product and case education and associate training and coaching; identifies and resolves system and processing related issues.

What you bring:

• H.S. Diploma or GED is required.
• Life insurance experience is preferred.
• 0-2 years of experience is required.

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.

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.

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.