Rep, Policy Services- Retirement Plans

Position Description:

This position is responsible for the issuance, administrative functions, and customer service on cases, products, and plans for the enterprise. The incumbent must interpret and fulfill all requirements necessary for accurate processing, while following current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives.

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 is remote and does not require regular in-office presence.

What you do:

• Research customer needs and problems and develops informed, innovative solutions. Provides decisive action within defined parameters of authority to build customer loyalty while maintaining the financial and procedural integrity of the case and proactively communicating with customers.
• Examine and process complex financial transactions relating to customer accounts.
• Fields customer inquiries and provides empathy and patience with all customers.
• Possesses a working knowledge of the functions and systems across the organization as they relate to administrative functions.
• Communicates with producers and customers, providing support on their various cases.
• Meets or exceeds service standards with respect to accuracy, turnaround time, and overall quality of products and services.
• Responsible for account reconciliation by utilizing appropriate systems.
• Corresponds with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
• Handles and completes special assignments and projects within provided timeframes.
• Must stay abreast to product and case education and associate training and coaching; identifies and resolves system and processing related issues.

What you bring:

• H.S. Diploma or GED required
• Less than 2 years Related Financial Services Experience required
• Retirement Plan experience preferred

What we offer:

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay

• Flexible Hybrid work
• 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

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.