New Business Policy Representative - DI

Job Description

This is a hybrid role working partially in-office and partially from home.

*Will train in-office 100%, then move to hybrid.

The New Business Representative is responsible for customer service, processes cases, issuance of policies, and knowledge of all products and plans under Disability Income Insurance.

AtAmeritas, fulfilling lifeis what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health, and financial security. When lives are fulfilled, our mission is fulfilled.

What you do

• 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.
• Field customer inquiries and utilize empathy and patience with all customers.
• A working knowledge of the functions and systems across the organization as they relate to administrative functions.
• Communicate to producers/customers in conjunction with supporting their various cases.
• Meeting or exceeding service standards with respect to accuracy, turnaround time and overall quality of work product and service
• Responsible for account reconciliation, utilizing appropriate system.
• Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
• Must accurately interpret and fulfill all requirements necessary for accurate processing, follow current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives.
• Must stay abreast to product and case education and associate training/coaching; identify and resolve system/processing related issues.
• Handle and complete special assignments and projects within provided timeframes.
• Other duties as assigned.

What you bring

• High School Diploma or GED required.
• 0-2 years of related experience required.
• Previous experience in customer service is highly preferred.
• Experience in the financial services or insurance industry is preferred.
• Knowledge of Disability Income Insurance a plus
• Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area.
• Experience in production-oriented environment where productivity and quality is preferred and possess a strong commitment to driving down turnaround time.
• Must be able to work overtime as needed to meet business needs.
• Prior experience with or quick ability to effectively learn various computer software applications.

What we offer:

• Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.
• We're committed to professional development, opportunity, inclusion and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training and career development opportunities.

An Equal Opportunity Employer:

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Company Video

CLICK HERE to watch a company video