Job Description

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

Ameritas Life Insurance Corp is seeking a Client Service Representative-Annuityto drive the business by processing a wide range of service functions on multiple products, companies and administrative systems for in-force policies through written correspondence, telephone conversations, and personal contact.

What you do

• Consistently meet expectations by displaying courtesy and sensitivity. Respond thoroughly and accurately to inquiries from policyholders, field force and home office staff via telephone, correspondence and personal contact. Display a commitment to excellence to our clients, field force and home office staff by quick turn-around of the request.
• Supports a team environment by putting the success of the team above own self-interests, being open and objective when considering other's views, offering assistance and support to co-workers, working cooperatively in group situations and continually contributing to a positive team spirit.
• Maintain the expertise/skills required to accurately process a wide range of service requests for multiple products maintained on a variety of administrative systems for multiple distribution channels.
• Maintain effective working relationships with all areas of the Organization by representing the team through a positive attitude and always using professional communication
• Maintain an understanding of basic product knowledge regarding special processing requirements, limitations and trading restrictions on variable products.
• Maintain an understanding of policy-related correspondence and statements (e.g., policies/contracts, confirmations, quarterly and annual statements, letters forms etc).
• Actively pursues self-development activities by taking advantage of educational/learning opportunities and staying abreast of departmental, company, industry and regulatory changes.
• Display initiative by volunteering for projects or special assignments, proactively obtaining or providing help or training when needed, confronting difficult situations and using negotiating skills to resolve conflict.
• Demonstrate prioritization and organizational skills by appropriately managing multiple tasks within established service standards, SEC and NASD requirements and previously communicated commitments.
• Maintain an organized and orderly work -space.
• Promote company core values and support company standards.

What you bring

• The incumbent must have a college degree or the equivalent client service or business related experience. Related experience preferred.
• Must obtain a Series 99 within first 6 months of employment or employment is subject to termination.
• Must demonstrate progress toward attainment of industry designations (FLMI, ACS) or completion.
• Efficient keyboarding skills and ability to work on multiple administrative systems.
• Possess excellent verbal and written communication skills.
• Ability to prioritize multiple tasks.

What we offer

• Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.

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.

Company Video

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