What are the responsibilities and job description for the New Business Representative position at Ameritas?
Position Description:
Be accountable for Life Insurance policy applications as they move through the process including initial receipt of the application through the final receipt of forms on delivery. This position is responsible for issuance and administrative functions, cases, and products/plans. This position must accurately interpret and fulfill all requirements necessary for accurate processing, follow current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives.
Position Location:
This is a hybrid role working partially in-office and partially from home.
What you do:
- Processing new Life Insurance policies from application to issue.
- Field customer inquiries and provide empathy and patience with all customers.
- Possess a working knowledge of the 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 by utilizing appropriate systems.
- Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
- Handle and complete special assignments and projects within provided timeframes.
- Stay abreast of product and case education and associate training and coaching
- Identify and resolve system and processing related issues.
- Other duties as assigned.
What you bring:
- 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:
- 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)
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)
- 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 job postings is one way Ameritas shows our commitment to equitable compensation practices.
