Individual Financial Billing Specialist

Ameritas•Cincinnati, OH

12d•Hybrid

About The Position

Ameritas Life Insurance Corp is seeking an Individual Financial Billing Specialist in the Individual Division to drive the business by providing prompt, accurate and courteous service in order to build and maintain positive relationships with policyholders and field partners. This is a hybrid role working partially in-office and partially from home.

Requirements

Associate's Degree or equivalent experience required
0-2 years Related Experience required
Must possess excellent verbal and written communication skills and strong customer service skills.
Excellent telephone skills, problem solving, analytical and decision-making skills are required.
Ability to prioritize tasks and consistently meet deadlines
Computer experience in database, spreadsheet, word processing and internet navigation software.
Planning, organizational, and mathematical skills are important.
Excellent communication skills, agency system processing, knowledge of contractual provisions, PC skills (Word & EXCEL) and good mathematical aptitude.

Nice To Haves

Experience or basic understanding of Accounting is a plus!

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.
Desire to have 1st call resolution for every call and to complete customers request while on the phone.
Work with clients and/or agents to update billing methods (paper bill or electronic funds transfer)
Returning phone calls to agents and clients regarding billing related matters (premium due date, amount due, what forms of payment do we take, etc.)
Change dividend options as well as surrender dividends to pay a premium or a loan payment
Utilize all applications, telephone and administrative systems, and other tools used to perform essential job duties.
Review Group or Individual Policies
Assist in Power Hours with the team
Work independently using all available resources.
Identify and resolve procedural and system related problems that directly impact the service provided to our customers. Coordinate other areas of the company as needed to resolve problems, remaining responsible until resolution.
Demonstrate a progression toward training to take on additional responsibilities within the Individual Service organization to assist with workload management such as policy contract changes, generating illustrations, and other back-office functions.