Client Service Specialist (Life Insurance, Annuity & Disability)

Ameritas • Cincinnati, OH

6d • Hybrid

About The Position

The Client Service Specialist (Life Insurance, Annuity, & Disability) will help drive the business by providing prompt, accurate and courteous service to build and maintain positive relationships with policyholders and field partners. This position will train as hybrid role (3 days in office per week) for the first 90 days and can be located in our Lincoln, NE or Cincinnati, OH office. After training, associates will have the opportunity to work in-office, hybrid, or fully remote.

Requirements

• Associate’s degree or equivalent experience required.
• 0-2 years of related experience required.
• Must possess excellent verbal and written communication skills excellent telephone skills, problem solving, analytical and decision-making skills are required.
• Ability to prioritize tasks and consistently meet deadlines.
• Computer experience in a database, word processing and internet navigation software.
• Planning, organizational, and mathematical skills are important.

Nice To Haves

• Previous experience in a call center or customer service capacity highly preferred.
• Previous experience working in the insurance or financial services field is a plus.
• FINRA Series 99 license is preferred but not required.

Responsibilities

• Communicate by telephone, e-mail, or other written correspondence with policyholders and field partners to expedite service requests for individual life, annuity, and disability policies.
• Understand and anticipate the needs of customers to deliver service that meets or exceeds expectations of clients and falls within stated department Service Standards.
• Communication must be pleasant, professional, tactful, and informative at all times.
• Obtain and analyze data from various sources to provide accurate and complete responses to agents and clients.
• The Associate must be able to analyze complex telephone inquiries and determine necessary steps for resolution including opening workflows and forwarding to appropriate team.
• Desire to have 1st call resolution for every call and to complete customers request while on the phone.
• Must be able to prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls.

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
• Number of Employees: 501-1,000 employees