Customer Service Representative - Policy Services

Ameritas is seeking Customer Service Representatives for our Policy Services Team to drive the business by being responsible for customer service and administrative functions for small case. The role involves assisting customers with inquiries, administering group administration functions, and ensuring high service standards.

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

Skills

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

Benefits

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• Competitive Pay
• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)
• Health Benefits: Medical, Dental, Vision
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)
• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program
• Matching donations program
• Paid volunteer time– 8 hours per month
• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

Company Overview

Company H1B Sponsorship