Business Policy Representative

2 weeks ago

Cincinnati, Ohio, United States Ameritas Full time
Job Title: New Business Policy Representative

We are seeking a highly skilled and detail-oriented New Business Policy Representative to join our team at Ameritas. As a key member of our organization, you will be responsible for processing new Life Insurance policies from application to issue, ensuring accuracy and efficiency in all aspects of the process.

Key Responsibilities:
  • Process new Life Insurance policies from application to issue, adhering to industry/state regulations and internal/external audit recommendations.
  • Field customer inquiries and provide empathetic and patient support to all customers.
  • Develop and maintain a working knowledge of processes and systems across the organization, as they relate to administrative functions.
  • Meet or exceed service standards with respect to accuracy, turnaround time, and overall quality of products and services.
  • Responsible for account reconciliation, utilizing appropriate systems to ensure accuracy and efficiency.
  • Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
  • Complete special assignments and projects within provided timeframes, staying abreast of product and case education and associate training and coaching.
  • Identify and resolve system and processing-related issues, ensuring seamless operations.
Requirements:
  • H.S. Diploma or GED required.
  • 0-2 years Related Experience required.
  • Previous experience working with Life Insurance and/or Annuity products is highly preferred.
What We Offer:

Ameritas is an insurance, financial services, and employee benefits provider committed to fulfilling life. We offer a comprehensive benefits package, including:

  • 401(k) Retirement Plan with company match and quarterly contribution.
  • Tuition Reimbursement and Assistance.
  • Incentive Program Bonuses.
  • Competitive Pay.
  • Flexible Hybrid work options.
  • Thrive Days - Personal time off.
  • Paid time off (PTO).
  • Health Benefits: Medical, Dental, Vision.
  • Health Savings Account (HSA) with employer contribution.
  • Well-being programs with financial rewards.
  • Employee assistance program (EAP).
  • Professional development programs.
  • Leadership development programs.
  • Employee resource groups.
  • StrengthsFinder Program.
  • Matching donations program.
  • Paid volunteer time - 8 hours per month.
  • Generous paid maternity leave and paternity leave.
  • Fertility, surrogacy, and adoption assistance.
  • Backup child, elder, and pet care support.

We are an Equal Opportunity Employer, 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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