Policy Services Representative

7 days ago


Omaha, United States Ameritas Full time

Position Description: 
 
Class starting on January 27, 2025 to work in office in Lincoln, Nebraska
*Opportunity to work a flexible work arrangement after associate becomes fully trained and can work successfully in the role.
 Pay starting at $19.50 per hour.
 
Ameritas is seeking Customer Service Representatives for our Policy Services Team to drive the business by being responsible for customer service, issuance and administrative functions for small case. This includes implementation of billing, collection and reconciliation of premium; policy lapses and cancellations; and customer service to policyholders, field sales offices, agent/brokers, SA's and individual insureds.
 
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.
 
Position Location:

This position requires daily in-office presence

What you do:

Assist with customer inquiries via telephone, email, or other written correspondence and utilize empathy and patience with all customers.
Administer functions of Group Administration including new case set up; issue; billing; collection and reconciliation of premium; processing small case policy changes; on-going administration; group terminations and final accounting.
Research of customer needs and problems; development of informed, innovative solutions; and decisive action within defined parameters of authority; to build customer loyalty while maintaining the financial and procedural integrity of the case. This includes pro-actively calling customers.
A working knowledge of the functions and systems across the organization as they relate to administrative functions.
Meeting or exceeding service standards with respect to accuracy, turnaround time and overall quality of work product and service.
Have the ability to assess situations, communicate issues promptly, and offer thoughtful solutions.
Handle and complete special assignments and projects within provided timeframes.
Other duties as assigned.

 
What you bring: 

Must have a High School Diploma or equivalent,
0-2 years related experience required. 
Previous experience in customer service, insurance, banking, and/or healthcare is a plus
Ability to work in a fast-paced environment and multi-task,
Possess excellent verbal and written communication skills and show a strong commitment to customer service.
Excellent telephone skills, problem solving, analytical and decision-making skills,
Ability to prioritize tasks and consistently meet deadlines,
Computer skills in database, spreadsheet, word processing and internet navigation software.
Planning, organizational, and mathematical skills are important.

 
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.  The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for all job postings is one way Ameritas shows our commitment to equitable compensation practices.



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