Customer Support Specialist

1 week ago


Lincoln, Nebraska, United States Ameritas Full time
Position Overview

The Customer Support Specialist plays a vital role in delivering exceptional service to our field offices, producers, representatives, and various partners.

This role is dedicated to assisting clients, ensuring their satisfaction with outcomes, and managing all internal and external documentation in compliance with regulatory standards.

This is a hybrid position, allowing for a blend of in-office and remote work.

About Ameritas

At Ameritas, our mission is to Fulfilling Life.

We achieve this through various means, particularly by empowering individuals to invest in themselves through reliable financial products and expert guidance.

We believe that everyone deserves to be happy, healthy, and financially secure, which drives us to offer trusted financial solutions, including individual life and disability insurance, employee benefits, retirement planning, investment strategies, and wealth management services.

Key Responsibilities

- Deliver outstanding customer service support to our Sales teams.

- Calculate and assess production credits for New Business, Policy Modifications, and Section 125 growth.

- Review and approve expense reports via Concur for Field Sales teams.

- Assist Sales teams in procuring booth supplies for industry events, provider lists, and various other tasks.

- Maintain multiple reference lists pertinent to our Sales Teams (lead lists, contact information lists, etc.).

- Provide telephone support for the Group Sales line and other departments as needed.

- Create and manage Relationship Broker records/databases.

- Process workflows related to new Relationship Brokers (New Business) and updates due to Agent of Record changes.

- Perform additional duties as required.

Qualifications

- High School Diploma or GED is required.

- 0-2 years of relevant experience is necessary.

- Strong verbal and written communication skills are essential.

- Previous experience in Customer Service is advantageous.

- Familiarity with data entry processes is highly preferred.

- Knowledge of the GMR operating system is a plus.

- Proficiency in Microsoft Excel and Word is preferred.

- Ability to manage multiple tasks effectively.

- Attention to detail is crucial.

What We Offer


Our company motto, "Fulfilling Life," reflects our serious commitment to community support, employee well-being, and providing quality products and services that empower our customers to build a brighter future.

As a mutual-based organization, our investments benefit our members/customers directly.

We prioritize professional development, opportunities for growth, inclusion, and diversity. Team building and collaboration are also key values.


We offer a comprehensive rewards package that includes competitive pay, incentives, 401(k), flexible work schedules, and time off for personal care.


Additional benefits include tuition reimbursement, student loan repayment assistance, a well-being program, adoption support, paid volunteer time, and opportunities for training and career advancement.

Commitment to Diversity


Ameritas is known for its caring culture. We strive to create an inclusive environment where everyone feels safe to bring their authentic selves to work. We are an Equal Opportunity/Affirmative Action Employer, hiring based on qualifications, positive attitude, and exemplary work ethic, without regard to 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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