Policy Services Representative

2 months ago

Lincoln, United States Ameritas Full time

Policy Services Representative
Ameritas Life-Lincoln-NELK2
Customer Service
Full-time

Class starting on September 9, 2024 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.

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

  • 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.

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