Demo

Customer Service Specialist

Ameritas
Cincinnati, OH Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 4/21/2025

Position Description :

The Client Service Specialist (Life Insurance, Annuity, & Disability) for the Contact Center in the Individual Division will help drive the business by providing prompt, accurate and courteous service to build and maintain positive relationships with policyholders and field partners.

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 will train as hybrid role, requiring 3 days per week in the office for the first 90 days. After training, associates will have the opportunity to work in-office, hybrid, or fully remote.

What you do :

  • Communicate by telephone, e-mail, or other written correspondence with policyholders and field partners to expedite service requests for individual life, annuity, and disability policies.
  • Understand and anticipate the needs of customers to deliver service that meets or exceeds expectations of clients and falls within stated department Service Standards.
  • Communication must be pleasant, professional, tactful, and informative at all times.
  • Obtain and analyze data from various sources to provide accurate and complete responses to agents and clients.
  • The Associate must be able to analyze complex telephone inquiries and determine necessary steps for resolution including opening workflows and forwarding to appropriate team.
  • Desire to have 1st call resolution for every call and to complete customers request while on the phone.
  • Must be able to prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls.
  • What you bring :

  • Associates degree or equivalent experience required.
  • 0-2 years of related experience required.
  • Previous experience in a call center or customer service capacity highly preferred.
  • Previous experience working in the insurance or financial services field is a plus.
  • Series 6 or Series 99 license preferred.
  • Will need to agree to go through the process to be fingerprinted if offered the position
  • Must 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 are required.
  • Ability to prioritize tasks and consistently meet deadlines.
  • Personal computer experience in database, spreadsheet, word processing and internet navigation software.
  • Planning, organizational, and mathematical skills are important.
  • Excellent communication skills, agency system processing, LIDP, knowledge of contractual provisions, PC skills (Word & Excel) and good mathematical aptitude.
  • 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, youll 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 dont :

    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, were 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 job postings is one way Ameritas shows our commitment to equitable compensation practices.

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Customer Service Specialist?

    Sign up to receive alerts about other jobs on the Customer Service Specialist career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $41,527 - $53,091
    Income Estimation: 
    $47,809 - $60,449
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $73,754 - $99,306
    Income Estimation: 
    $41,527 - $53,091
    Income Estimation: 
    $47,809 - $60,449
    Income Estimation: 
    $51,050 - $68,081
    Income Estimation: 
    $59,001 - $77,833
    Income Estimation: 
    $35,979 - $45,091
    Income Estimation: 
    $41,527 - $53,091

    Sign up to receive alerts about other jobs with skills like those required for the Customer Service Specialist.

    Click the checkbox next to the jobs that you are interested in.

    • Customer Complaint Resolution Skill

      • Income Estimation: $29,500 - $36,608
      • Income Estimation: $28,992 - $36,310
    • Customer Service Skill

      • Income Estimation: $29,500 - $36,608
      • Income Estimation: $28,497 - $36,757
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Ameritas

    Ameritas
    Hired Organization Address Lincoln, NE Intern
    Back Underwriting Intern #4996 Lincoln, Nebraska, United States Apply Apply for this job now! Apply Area of Interests In...
    Ameritas
    Hired Organization Address Lincoln, NE Full Time
    Back VP Head of Retirement Plan Operations #5015 Multiple Locations Apply Apply for this job now! Apply Area of Interest...
    Ameritas
    Hired Organization Address Lincoln, NE Full Time
    Back Sales Supervision Analyst #5024 Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States Apply Apply for...
    Ameritas
    Hired Organization Address Lincoln, NE Full Time
    Back Life Insurance New Business Policy Representative - Bilingual #5035 Multiple Locations Apply Apply for this job now...

    Not the job you're looking for? Here are some other Customer Service Specialist jobs in the Cincinnati, OH area that may be a better fit.

    Customer Service Specialist $16.50/HR

    Orkin LLC, Erlanger, KY

    Customer Service Specialist $18/HR

    Orkin LLC, Cincinnati, OH

    AI Assistant is available now!

    Feel free to start your new journey!