Individual Client Service Specialist


Come be part of something fulfilling! Great entry level openings assisting our policyholders!

At Ameritas, fulfilling life is 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.

Ameritas Life Insurance Corp is seeking a Client Service Specialist for the Contact Center in the Individual Division to drive the business by providing prompt, accurate and courteous service in order to build and maintain positive relationships with policyholders and field partners.

Essential Job Functions

* Communicate by telephone, e-mail, or other written correspondence with policyholders and field partners to expedite service requests for individual life, annuity and disability policies. Understand and anticipate the needs of customers to deliver service that meets or exceeds expectations of clients and falls within stated department Service Standards.
* Communication must be pleasant, professional, tactful and informative at all times. Obtain and analyze data from various sources to provide accurate and complete responses to agents and clients.
* The Associate must be able to analyze complex telephone inquiries and determine necessary steps for resolution including opening workflows and forwarding to appropriate team.

* Desire to have 1st call resolution for every call and to complete customers request while on the phone.

* Utilize all applications, telephony and administrative systems, and other tools used to perform essential job duties.
* Work independently using all available resources.
* Have the ability to assess situations, communicate issues promptly, and offer thoughtful solutions. Identify and resolve procedural and system related problems that directly impact the service provided to our customers. Coordinate with individuals in other areas of the company as needed to resolve problems, remaining responsible until resolution.
* Display the highest standards of honesty, integrity, fairness, optimism and ethics in all activities. Build positive customer relationships while acting to protect the confidentiality of information.
* Demonstrate a progression toward training to take on additional responsibilities within the Individual Service organization to assist with work load management such as policy contract changes, generating illustrations, and other back office functions.
* Must be able to prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls.
* Willingness to have calls evaluated or monitored for training and quality assurance purposes. Must be open to feedback and demonstrate an enthusiasm to learn methods that exceed the expectations of our customers both internal and external.

Associate has the express duty to comply with all applicable insurance laws and regulations and with approved company policies, practices and procedures related to ethical market conduct activities. Work under deadlines structured by the stock market as it relates to transactions. Employee further has the responsibility to immediately report known or suspected violations of laws, regulations and company policies, practices and procedures to the company's compliance officer.



* Associates degree or equivalent experience required.


* Must 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 are required.
* Ability to prioritize tasks and consistently meet deadlines

* May work in office or remote based on business need

* Personal computer experience in database, spreadsheet, word processing and internet navigation software.
* Planning, organizational and mathematical skills are important.
* Excellent communication skills, agency system processing, LIDP, knowledge of contractual provisions, PC skills (Word & EXCEL) and good mathematical aptitude.

We are Ameritas: proud to say we're in the business of fulfilling life.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Job ID: 6567

Posted 30 days ago

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