Client Services Representative-Annuity

Ameritas•Cincinnati, OH

75d•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. Position Location: This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home.

Requirements

Associates Degree or equivalent experience required.
0-2 years Related Experience required.
Efficient keyboarding skills and ability to work on multiple administrative systems required.
Excellent verbal and written communication skills required.
Ability to prioritize multiple tasks required.

Nice To Haves

Previous experience with annuities is a plus!
Willing to obtain a SIE license is desired.
Willing to obtain Series 99 or Series 6 preferred.
Must demonstrate progress toward attainment of industry designations (FLMI, ACS) or completion.

Responsibilities

Support service delivery for multiple products using multiple systems within established metrics.
Communicate by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer general questions, process transactions, and resolve issues.
Follow departmental processes to process transactions, respond to inquiries, and provide information and solutions to customers.
Maintain a broad understanding of various annuity product features and limitations, industry/regulatory terms, and policy-related statements.
Additional duties as assigned.