Ameritas
New Business Policy Representative - Life Insurance
Ameritas, Cincinnati, Ohio, United States, 45208
New Business Policy Representative - Life Insurance
Join to apply for the
New Business Policy Representative - Life Insurance
role at
Ameritas
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 and partially from home.
What you do
Research customer needs and problems and develop informed, innovative solutions. Provide 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.
Field customer inquiries and provide empathy and patience with all customers.
Possess a working knowledge of the functions and systems across the organization as they relate to administrative functions.
Communicate with producers and customers, providing support on their various cases.
Meet or exceed service standards with respect to accuracy, turnaround time, and overall quality of products and services.
Responsible for account reconciliation by utilizing appropriate systems.
Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
Handle and complete special assignments and projects within provided timeframes.
Stay abreast to product and case education and associate training and coaching; identify and resolve 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.
What we offer A Meaningful Mission. Great Benefits. A Vibrant Culture
Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfillment of life. It means helping all kinds of people, at every age and stage, get more out of life.
Benefits
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
Work Flexibility
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
Health & Well‑Being
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well‑being programs with financial rewards
Employee assistance program (EAP)
Professional Growth
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
Community & Family
Matching donations program
Paid volunteer time—8 hours per month
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
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. 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.
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New Business Policy Representative - Life Insurance
role at
Ameritas
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 and partially from home.
What you do
Research customer needs and problems and develop informed, innovative solutions. Provide 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.
Field customer inquiries and provide empathy and patience with all customers.
Possess a working knowledge of the functions and systems across the organization as they relate to administrative functions.
Communicate with producers and customers, providing support on their various cases.
Meet or exceed service standards with respect to accuracy, turnaround time, and overall quality of products and services.
Responsible for account reconciliation by utilizing appropriate systems.
Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
Handle and complete special assignments and projects within provided timeframes.
Stay abreast to product and case education and associate training and coaching; identify and resolve 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.
What we offer A Meaningful Mission. Great Benefits. A Vibrant Culture
Ameritas is an insurance, financial services and employee benefits provider. Our purpose is fulfillment of life. It means helping all kinds of people, at every age and stage, get more out of life.
Benefits
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
Work Flexibility
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
Health & Well‑Being
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well‑being programs with financial rewards
Employee assistance program (EAP)
Professional Growth
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
Community & Family
Matching donations program
Paid volunteer time—8 hours per month
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
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. 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.
#J-18808-Ljbffr