New Business Policy Representative - Life Insurance

Ameritas; Union Township (OH); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Tuition reimbursement

Flexible hybrid work

Paid time off

Well-being programs

Job summary

Ameritas is seeking a Life Insurance Policy Processing professional to own end-to-end processing from application intake to final delivery. This hybrid role combines in-office work in Cincinnati, OH or Lincoln, NE with remote work.

You will handle inquiries, maintain accuracy, and collaborate with Compliance to resolve complex cases while staying updated on product education and training. Prior experience in life insurance is preferred.

Qualifications

• Spanish and/or Portuguese language proficiency is desired.
• Experience in life insurance is preferred.
• 2 years or less related experience preferred.

Responsibilities

• Process new Life Insurance policies from application to issue.
• Answer customer inquiries with empathy and patience.
• Coordinate with cross-functional teams for issue resolution.
• Maintain accuracy, turnaround time, and quality of service.
• Reconcile accounts using relevant systems.
• Collaborate with Legal and Compliance on complex cases.

Skills

Spanish/Portuguese

Education

High School Diploma or GED

Job description

This position will "own" and be accountable for Life Insurance policy applications as they move through the process including initial receipt of the application through the final receipt of forms on delivery. Responsible for issuance and administrative functions, cases, and products/plans. Accurately interpret and fulfill all requirements necessary for accurate processing, follow 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 (Lincoln, NE or Cincinnati, OH) and partially from home.

What you do:

• Processing new Life Insurance policies from application to issue.
• 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.
• 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.
• Other duties as assigned.

What you bring:

• H.S Diploma or GED required.
• Less than 2 years related experience required.
• Ability to read, write, and speak proficiently in Spanish and/or Portuguese is desired.
• Experience within the life insurance industry is preferred.

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.