Sr. Policy Services Analyst - N.Y. Best Interest

Job Description

This role could be hybrid or remote based on proximity to an office location.

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.

This position will review Ameritas life insurance and annuity products sold in N.Y. state for client best interest. Most time will be spent on review of life insurance products. The minority of time will be spent on review of annuity contributions.

What you do

• Conduct ongoing reviews regarding client best interest.
• Develop relationships with agents in the field and request information from them as needed.
• Work in partnership with Ameritas new business team to ensure timely approval and issuance of policies.
• Maintain desktop procedures and make recommendations for efficiencies when identified.
• Maintain familiarity with New York state or federal regulations.

What you bring

• Bachelor's Degree or equivalent combination of education and experience required
• 0-2 years related industry experience required
• FINRA series 6 required. If not currently held must be obtained with 90 days of start.
• FINRA series 26 required. If not currently held must be obtained within 180 days of start.

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.

Salary range $46,684 to $70,025/year.

Company Video

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