What are the responsibilities and job description for the Customer Services Representative - Policy Services position at Ameritas?

Position Description :

Class Starting April 7, 2025

Opportunity to work a flexible work arrangement after associate becomes fully trained and can work successfully in the role.

Pay starting at $19.50 per hour.

Ameritas is seeking Customer Service Representatives for our Policy Services Team to drive the business by being responsible for customer service, issuance and administrative functions for small case. This includes implementation of billing, collection and reconciliation of premium; policy lapses and cancellations; and customer service to policyholders, field sales offices, agent / brokers, SA's and individual insureds.

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 requires daily in-office presence

What you do :

Assist with customer inquiries via telephone, email, or other written correspondence and utilize empathy and patience with all customers.

Administer functions of Group Administration including new case set up; issue; billing; collection and reconciliation of premium; processing small case policy changes; on-going administration; group terminations and final accounting.

Research of customer needs and problems; development of informed, innovative solutions; and decisive action within defined parameters of authority; to build customer loyalty while maintaining the financial and procedural integrity of the case. This includes pro-actively calling customers.

A working knowledge of the functions and systems across the organization as they relate to administrative functions.

Meeting or exceeding service standards with respect to accuracy, turnaround time and overall quality of work product and service.

Have the ability to assess situations, communicate issues promptly, and offer thoughtful solutions.

Handle and complete special assignments and projects within provided timeframes.

Other duties as assigned.

What you bring :

Must have a High School Diploma or equivalent,

0-2 years related experience required.

Previous experience in customer service, insurance, banking, and / or healthcare is a plus!

Ability to work in a fast-paced environment and multi-task,

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,

Ability to prioritize tasks and consistently meet deadlines,

Computer skills in database, spreadsheet, word processing and internet navigation software.

Planning, organizational, and mathematical skills are important.

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.

Salary : $20

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