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Client Services Representative-Annuity

1 month ago

Lincoln, United States Ameritas Full time
Client Services Representative-Annuity #4904 Multiple Locations Apply for this job now Area of Interests Customer Service Full-Time/Part Time Full-time Job Description

Position Description:

This roleis 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.

Position Location:

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

What you do:

  • Support service delivery for multiple products using multiple systems within established metrics.
  • Communicate by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer general questions, process transactions, and resolve issues.
  • Follow departmental processes to process transactions, respond to inquiries, and provide information and solutions to customers.
  • Maintain a broad understanding of various annuity product features and limitations, industry/regulatory terms, and policy-related statements.
  • Additional duties as assigned.

What you bring:

  • Associates Degree or equivalent experience required.
  • 0-2 years Related Experience required.
  • Previous experience with annuities is a plus
  • Must obtain a SIE license within first 4 months of employment.
  • Must obtain Series 99 or Series 6 within 8 months of employment.
  • Must demonstrate progress toward attainment of industry designations (FLMI, ACS) or completion.
  • Efficient keyboarding skills and ability to work on multiple administrative systems required.
  • Excellent verbal and written communication skills required.
  • Ability to prioritize multiple tasks required.

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.

About this Position's Pay 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. Job Details Pay Range Pay Range The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience. $17.92 - $28.68 / hour Pay Transparency 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. Locations Lincoln Cincinnati