Ameritas
New Business Policy Representative-Life Insurance - Cincinnati, OH
Ameritas, Cincinnati, Ohio, United States, 45208
New Business Policy Representative – Life Insurance
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 Hybrid role working partially in-office and partially from home.
What you do
Research customer needs and problems and develop 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 fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
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.
Ameritas is 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. We are committed to an inclusive culture and diverse workplace, enriched by our individual differences.
Pay Range: $18.32 - $29.31 / hour
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Position Location Hybrid role working partially in-office and partially from home.
What you do
Research customer needs and problems and develop 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 fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
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.
Ameritas is 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. We are committed to an inclusive culture and diverse workplace, enriched by our individual differences.
Pay Range: $18.32 - $29.31 / hour
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