New Business Policy Representative - Life Insurance

Ameritas • Cincinnati, OH

1d • Hybrid

About The Position

This position will "own" and be accountable for Life Insurance policy applications as they move through the process, including initial receipt of the application through the final receipt of forms on delivery. The role is responsible for issuance and administrative functions, cases, and products/plans. The representative will accurately interpret and fulfill all requirements necessary for accurate processing, and follow current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives.

Requirements

• H.S Diploma or GED required.
• Less than 2 years related experience required.

Nice To Haves

• Ability to read, write, and speak proficiently in Spanish and/or Portuguese is desired.

Responsibilities

• Processing new Life Insurance policies from application to issue.
• 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.
• 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.
• Other duties as assigned.

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: High school or GED