Client Services Representative-Annuity

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Junior
Insurance • Marketing Tech
The Role
Responsible for supporting annuity service delivery, processing transactions, and communicating with policyholders and partners. Close supervision with some independent analytical work.
Summary Generated by Built In
Job Summary & Responsibilities

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

What you do:

  • Supports service delivery for multiple products using multiple systems within established metrics.
  • Communicates by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer general questions, process transactions, and resolve issues.
  • Follows departmental processes to process transactions, respond to inquiries, and provide information and solutions to customers.
  • Maintains a broad understanding of various insurance products features and limitations, industry/regulatory terms, and policy-related statements.

What you bring:

  • Associate’s degree or equivalent experience is required.
  • 0-2 years of related experience is required.
  • Willing to obtain SIE license is preferred.
  • Willing to obtain Series 99 or Series 6 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.

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The Company
HQ: Lincoln, NE
2,179 Employees
Year Founded: 1887

What We Do

You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.

What’s fulfilling life? It’s helping people like you plan for the future and protect what you cherish most. It’s getting the most out of life — even at work. It’s making a difference.

This kind of work can be gratifying, and it could be right for you.

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