New Business Policy Representative - Life Insurance

ameritasexternal; Kentucky; Hybrid; USD 40,000 - 52,000; Full time

Benefits offered by this job

401(k) Retirement Plan with company m

Tuition Reimbursement and Assistance

Incentive Program Bonuses

Competitive Pay

Flexible Hybrid work

PTO

Health Benefits

Well-being programs

Employee assistance program

Professional development programs

Matching donations program

Paid volunteer time

Maternity/Paternity leave

Fertility/ Adoption assistance

Job summary

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

This role supports issuance, administration and customer service on cases and plans, operating hybrid from Cincinnati, OH or Lincoln, NE. You will research needs, handle inquiries with empathy, coordinate with Legal and Compliance, and strive for accuracy and timely processing.

Qualifications

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

Responsibilities

• Researches customer needs and develops informed solutions within defined parameters of authority to build customer loyalty while maintaining the financial and procedural integrity of the case.
• 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.

Skills

Customer service

Communication

Problem solving

Attention to detail

Interpersonal skills

Education

High School Diploma or GED

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 or Lincoln, NE) 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.