New Business Policy Representative-Life Insurance - Cincinnati, OH

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Customer Service

Full-time

The New Business Policy Representative is responsible for managing life new business applications from the time of submit through policy delivery. This position must accurately interpret and fulfill all requirements necessary for accurate processing, and act as the liaison between underwriting, agents, and medical vendors to obtain all requirements needed to render an underwriting decision on a policy. The position must follow current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives. The position must be able to learn and retain knowledge of all products currently offered to new sales, read and interpret sales illustrations, and understand policy riders and how they function. Associates are the front line of communication with our field partners and are expected to maintain readiness in our zero line and answer phone calls from agents, as well as monitor their email inbox and reply to all requests within 24 hours. Associates work with other departments internally within the scope of case management.

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

What you do:

• Researches customer needs and problems and develops informed, innovative solutions. Provides decisive action within defined parameters of authority to build customer loyalty while maintaining the financial and procedural integrity of the case and proactively communicating with customers.
• Fields customer inquiries and provides empathy and patience with all customers.
• Possesses a working knowledge of the functions and systems across the organization as they relate to administrative functions.
• Communicates with producers and customers, providing support on their various cases.
• Meets or exceeds service standards with respect to accuracy, turnaround time, and overall quality of products and services.
• Responsible for account reconciliation by utilizing appropriate systems.
• Corresponds with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
• Handles and completes special assignments and projects within provided timeframes.
• Must stay abreast to product and case education and associate training and coaching; identifies and resolves system and processing related issues.

What you bring:

• High School Diploma or GED required
• 0-2 years of related experience, 1 year of experience in a customer service environment highly preferred
• Experience in the financial services or insurance industry is preferred
• Strong technical skills, typing skills, and the ability to multitask and move between several systems at the same time.
• Clear, concise and professional communication skills, both verbal and written.
• Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area.
• Excellent time management/organizational skills with the ability to prioritize.
• Strong attention to detail and accuracy.
• Experience in fast-paced environment; possess a strong commitment to driving down turnaround time.
• Must be able to work overtime as needed to meet business needs.

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:
* 401(k) Retirement Plan with company match and quarterly contribution.
* Tuition Reimbursement and Assistance.
* Incentive Program Bonuses.
* Competitive Pay.
For your time:
* 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).
For your professional growth:
* Professional development programs.
* Leadership development programs.
* Employee resource groups.
* StrengthsFinder Program.
For your community:
* Matching donations program.
* Paid volunteer time- 8 hours per month.
For your family:
* 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.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.

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 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.

$18.72 - $29.95 / hour

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.