Client Services Representative-Annuity

Ameritas • Cincinnati, OH

7d • Hybrid

About The Position

This role is responsible for supporting annuity service delivery by using
subject matter knowledge about company products and processes as well as by
conducting basic analysis to process or support service-related tasks. The
incumbent works under close supervision, however, may be responsible for
analytical work that requires independent judgment.

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

Requirements

• Associate’s degree or equivalent experience is required.
• 0-2 years of related experience is required.

Nice To Haves

• Willing to obtain SIE license is preferred.
• Willing to obtain Series 99 or Series 6 preferred.

Responsibilities

• Supports service delivery for multiple products using multiple systems within established metrics.
• Communicates by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer general questions, process transactions, and resolve issues.
• Follows departmental processes to process transactions, respond to inquiries, and provide information and solutions to customers.
• Maintains a broad understanding of various insurance products features and limitations, industry/regulatory terms, and policy-related statements.

Benefits

• 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).
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree