New Business Representative - Annuity

Ameritas • Cincinnati, OH

16h • Hybrid

About The Position

The New Business Representative is accountable for annuity policy applications throughout the issuance process, from initial application review through receipt of delivery forms. The role handles customer service, policy issuance, and administrative functions, and interprets and fulfills requirements for accurate processing in accordance with current procedures, industry and state regulations, and compliance directives. The representative stays current on product and case education and provides associate training and coaching.

This is a hybrid role, working partly in-office in Lincoln, Nebraska, or Cincinnati, Ohio, and partly from home. The representative supports customers and producers by phone and email, manages an average caseload of 40–60 new applications per month at various issuance stages, and works with cross-functional teams to meet service standards for accuracy, turnaround time, and quality.

Requirements

• High school diploma or GED.
• 0–2 years of related experience.
• Strong attention to detail and accuracy.
• Ability to work overtime as needed to meet business needs.
• Prior experience with, or the ability to quickly learn, various computer software applications.

Nice To Haves

• One year of experience in a customer service environment is highly preferred.
• Experience in the financial services or insurance industry is desired.
• Experience with annuity products is desired.

Responsibilities

• Research customer needs and problems, develop informed and innovative solutions, and take decisive action within defined authority to build customer loyalty while maintaining the financial and procedural integrity of each case.
• Assist customers and producers by phone and email.
• Manage an average caseload of 40–60 new applications per month at various stages in the issuance process.
• Respond to customer inquiries with empathy and patience.
• Use web-based systems in a paperless environment to order and retrieve information, manage case activity, and organize requirements.
• Work in a cross-functional team environment with a sense of urgency.
• Meet or exceed service standards for accuracy, turnaround time, and overall quality of work and service.
• Perform account reconciliation using the appropriate system.
• Correspond with Legal and Compliance departments as needed to address complex cases and customer complaints.
• Complete assignments and projects within provided timeframes.
• Perform additional 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 options.
• Thrive Days personal time off.
• Paid time off (PTO).
• Medical, dental, and vision health benefits.
• 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.
• Eight hours of paid volunteer time per month.
• Generous paid maternity 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