New Business Representative - Annuity

Position Description :

TheNew Business Representativewill "own" and be accountable for Annuity policy applications as they move through the issuance process including initial review of the application through the final receipt of forms on delivery. The role is responsible for customer service, issuance, and administrative functions. Interpret and fulfill all requirements necessary for accurate processing, following current procedures in accordance with industry / state regulations and compliance directives. Stay current on product and case education and associate training / coaching.

This role will work without close supervision and exercise independent judgment while problem solving and resolving system / processing issues in a professional manner. Utilize time management and organizational skills while prioritizing, multitasking, and swiveling quickly between assignments. Willingly work within a team concept to accomplish departmental goals. Work within a fast-paced environment; with a strong commitment to driving down policy turnaround times.

Position Location :

This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home.

What you do :

• Research of customer needs and problems; develop 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 assisting customers / producers via both phone and email.
• Manage an average caseload of 40-60 new applications per month at various stages in the issuance process.
• Field customer inquiries and utilize empathy and patience with all customers.
• Utilize web-based systems in a paperless environment to order, retrieve, manage case activity, and organize requirements.
• Work in a cross-functional team environment with a sense of urgency.
• Meet or exceed service standards with respect to accuracy, turnaround time and overall quality of work product and service.
• Responsible for account reconciliation, utilizing appropriate system.
• Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
• Handle and complete assignments and projects within provided timeframes.
• Additional duties as assigned.

What you bring :

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 :

For your time :

For your health and well-being :

For your professional growth :

For your community :

For your family :

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.