Senior Rep-Annuity New Business

The Senior Rep-Annuity New Business 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.

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

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

What you do

• Research customer needs and problems and develops informed, innovative solutions. Provides 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.
• Services plans/policies throughout the life cycle.
• Possesses a working knowledge of the functions and systems across the organization as they relate to administrative functions.
• Meets or exceeds service standards with respect to accuracy, turnaround time, and overall quality of products and services.
• Requires a high level of detail and multi-tasking in addition to excellent and courteous customer service.
• Answers customer inquiries regarding products/plans.
• Responsible for account reconciliation by utilizing appropriate systems.
• Provides service, distributes information, and/or communicates to policyholders, associates in field offices, agents/brokers, strategic alliances, and other partners.
• Provides leadership, guidance, coaching, and training to other employees within job area.
• Must stay abreast to product and case education and associate training and coaching; identifies and resolves system and processing related issues.
• Other duties as assigned

What you bring

• H.S. Diploma or GED required
• 2-4 years Related Experience required
• Previous experience working with Life Insurance and/or Annuity products is highly preferred

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.