Policy Services Representative

Ameritas•Lincoln, NE

49d•$20•Hybrid

About The Position

Ameritas is seeking Customer Service Representatives for our Policy Services Team to drive the business by being responsible for customer service, issuance and administrative functions for small case. This includes implementation of billing, collection and reconciliation of premium; policy lapses and cancellations; and customer service to policyholders, field sales offices, agent/brokers, SA's and individual insureds. At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

Requirements

Must have a High School Diploma or equivalent,
0-2 years related experience required.
Ability to work in a fast-paced environment and multi-task,
Possess excellent verbal and written communication skills and show a strong commitment to customer service.
Excellent telephone skills, problem solving, analytical and decision-making skills,
Ability to prioritize tasks and consistently meet deadlines,
Computer skills in database, spreadsheet, word processing and internet navigation software.
Planning, organizational, and mathematical skills are important.

Nice To Haves

Previous experience in customer service, insurance, banking, and/or healthcare is a plus!

Responsibilities

Assist with customer inquiries via telephone, email, or other written correspondence and utilize empathy and patience with all customers.
Administer functions of Group Administration including new case set up; issue; billing; collection and reconciliation of premium; processing small case policy changes; on-going administration; group terminations and final accounting.
Research of customer needs and problems; development of informed, innovative solutions; and decisive action within defined parameters of authority; to build customer loyalty while maintaining the financial and procedural integrity of the case. This includes pro-actively calling customers.
A working knowledge of the functions and systems across the organization as they relate to administrative functions.
Meeting or exceeding service standards with respect to accuracy, turnaround time and overall quality of work product and service.
Have the ability to assess situations, communicate issues promptly, and offer thoughtful solutions.
Handle and complete special assignments and projects within provided timeframes.
Other duties as assigned.