Senior Rep, Policy Services-Disability Income Insurance

Position Description:

The Senior Rep, Policy Services - DI is responsible for the issuance, administrative functions, and customer service on cases, products, and plans for our Disability Income Insurance. The incumbent must interpret and fulfill all requirements necessary for accurate processing, while following current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives.

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.

Position Location:

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

What you do:

• Researches customer needs and problems and develops informed, innovative solutions. Provides decisive action within defined parameters of authority to build customer loyalty while maintaining the financial and procedural integrity of the case and proactively communicating with 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.
• Requires a high level of detail and multi-tasking in addition to excellent and courteous customer service.
• Responsible for account reconciliation by utilizing appropriate systems.
• Provides service, distributes information, and/or communicates to policyholders, associates in field offices, agents/brokers, strategic alliances, and other partners.
• Communicate to producers/customers in conjunction with supporting their various cases.
• 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 and coaching; identifies and resolves system and processing related issues.
• Additional duties as required.

What you bring:

• High School Diploma or GED required.
• 2-4 years 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:

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper.Benefits at Ameritas cover things you expect -- and things you don't:

Ameritas Benefits

For your money:

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay

For your time:

• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)

For your health and well-being:

• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

For your professional growth:

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

For your community:

• Matching donations program
• Paid volunteer time- 8 hours per month

For your family:

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

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.