What are the responsibilities and job description for the Rep, Customer Service - Retirement Plans - Remote USA Position-Ameritas HQ is Lincoln, NE position at Ameritas?
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Rep, Customer Service - Retirement Plans
4963
Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States
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Area of Interests
Retirement Plans
Full-Time / Part Time
Full-time
Job Description
This position is remote and does not require regular in-office presence.
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.
This position is responsible for supporting service delivery by using established knowledge of company products and processes as well as by conducting basic analysis to process and support service-related tasks. The incumbent will work under limited supervision and may provide guidance to entry level associates or peers.
What you do
- Answer all inquiries in a professional manner.
- Maintain an understanding of the requirements relating to retirement plan participants.
- Educate retirement plan participants on available distribution, rollover, and consolidation options and assist participants throughout each process.
- Assist participants in accessing their account on-line; assist in resolving retirement plan participants' requests.
- Assist in participant education regarding on-line functionality (i.e. on-line enrollment, transfers, loans and withdrawals)
- Become a stakeholder in the future of our organization by identifying process improvement opportunities to increase efficiency and effectiveness of team and still maintain an exceptional level of service.
- Protect assets by adhering to all applicable regulations, policies and procedures, regulatory requirements, process requirements and established risk guidelines.
- Produce professional correspondence and demonstrates professional verbal communication and customer service skills.
- Consult with the Client Service and Admin Service teams to provide assistance as volumes dictate.
- Investigate and resolve participant issues and share the results with appropriate parties. Provide written instructions to involved parties.
- Maintain the confidentiality of the retirement plan participant to protect and insure compliance with policy and procedures.
- Maintain a very global level of knowledge in Retirement Plan areas (New Business, ERISA
- Plan Services, and Client Services) and remain familiar with daily processing requirements in these areas.
- Effectively coordinates, joins, and / or participates in discussions. May serve on committees to improve procedures and resolve problems within teams and across the department.
- Other duties as assigned.
What you bring
What We Offer
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.
About this Position's Pay
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.
Job Details
Pay Range
Pay Range
The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience.
15.93 - $25.49 / hour
Pay Transparency
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.
Salary : $16 - $25
