New Business Representative - Annuity

Ameritas-Life-Insurance-Corp; Lincoln (NE); Hybrid; USD 39,000 - 62,000; Full time

Benefits offered by this job

401(k) Retirement Plan with company..

Tuition Reimbursement and Assistance.

Incentive Program Bonuses.

Competitive Pay.

Job summary

Ameritas is seeking a New Business Representative to own annuity policy applications through issuance, with responsibility for customer service, and processing accuracy. The hybrid role combines in-office work in Lincoln, NE or Cincinnati, OH with remote tasks to support timely case completion.

You will handle ~40–60 new applications monthly, respond to inquiries by phone and email, and collaborate with cross-functional teams to meet quality standards while learning product and regulatory

Qualifications

• High School Diploma or GED required.
• 0-2 years of related experience required.
• 1 year of experience in a customer service environment highly preferred.
• Experience in the financial services or insurance industry is desired.
• Experience with annuity products is desired.
• Strong attention to detail and accuracy required.
• Ability to work overtime (as needed to meet business needs) required.
• Prior experience with or quick ability to effectively learn various computer software applications required.

Responsibilities

• Research customer needs and problems; develop informed, innovative solutions; and decisive action within defined parameters of authority; to build customer loyalty while maintaining the financial and procedural integrity of the case.
• Manage an average caseload of 40-60 new applications per month at various stages in the issuance process.
• Field customer inquiries and utilize empathy and patience with all customers.
• Utilize web-based systems in a paperless environment to order, retrieve, manage case activity, and organize requirements.
• Work in a cross-functional team environment with a sense of urgency.
• Meet or exceed service standards with respect to accuracy, turnaround time and overall quality of work product and service.
• Responsible for account reconciliation, utilizing appropriate system.
• Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
• Handle and complete assignments and projects within provided timeframes.
• Additional duties as assigned.

Skills

Customer service

Attention to detail

Software applications

Education

High School Diploma or GED

Tools

Web-based systems

Job description

TheNew Business Representativewill "own" and be accountable for Annuity policy applications as they move through the issuance process including initial review of the application through the final receipt of forms on delivery. The role is responsible for customer service, issuance, and administrative functions. Interpret and fulfill all requirements necessary for accurate processing, following current procedures in accordance with industry/state regulations and compliance directives. Stay current on product and case education and associate training/coaching.

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

What you do:

• Research customer needs and problems; develop informed, innovative solutions; and decisive action within defined parameters of authority; to build customer loyalty while maintaining the financial and procedural integrity of the case. This includes assisting customers/producers via both phone and email.
• Manage an average caseload of 40-60 new applications per month at various stages in the issuance process.
• Field customer inquiries and utilize empathy and patience with all customers.
• Utilize web-based systems in a paperless environment to order, retrieve, manage case activity, and organize requirements.
• Work in a cross-functional team environment with a sense of urgency.
• Meet or exceed service standards with respect to accuracy, turnaround time and overall quality of work product and service.
• Responsible for account reconciliation, utilizing appropriate system.
• Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
• Handle and complete assignments and projects within provided timeframes.
• Additional duties as assigned.

What you bring:

• High School Diploma or GED required.
• 0-2 years of related experience required.
• 1year of experience in a customer service environment highly preferred.
• Experience in the financial services or insurance industry is desired.
• Experience with annuity products is desired.
• Strong attention to detail and accuracy required.
• Ability to work overtime (as needed to meet business needs) required.
• Prior experience with or quick ability to effectively learn various computer software applications 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.

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

The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience.

$38,939.00 - $62,303.00 / year

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.

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