Client Service Representative - Life Insurance

Position Description:

Responsible for supporting service delivery by using subject matter knowledge about company products and processes as well as by conducting basic analysis to process or support service-related tasks. The incumbent works under close supervision, however, may be responsible for analytical work that requires independent judgment. Work will focus on life insurance products, and tasks will include beneficiary changes, ownership changes, cash value statements, etc.

Position Location:

This is a hybrid role working partially in-office and partially from home.

What you do:

• Support service delivery for multiple life insurance products using multiple systems within established metrics.
• Communicate by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer general questions, process transactions, and resolve issues.
• Follow departmental procedures to process transactions, respond to inquiries, and provide information and solutions to customers.
• Maintain a broad understanding of various insurance products features and limitations, industry/regulatory terms, and policy-related statements.
• Additional duties as assigned.

What you bring:

• Associates' Degree or equivalent combination of education and experience required.
• 0-2 years related experience required. Relevant experience must include experience dealing with customers and providing customer service in some capacity.
• Efficient keyboarding skills and ability to work on multiple administrative systems is required.
• Excellent verbal and written communication skills are required.
• Ability to prioritize multiple tasks effectively is required.
• A willingness to obtain a SIE license within first 4 months of employment is desired.
• A willingness to obtain FINRA Series 99 or Series 6 is desired.
• A willingness to pursue progress toward attainment of industry designations (FLMI, ACS) is desired.

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

Foryour 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.