Client Service Specialist (Life Insurance, Annuity & Disability)

The Client Service Specialist (Life Insurance, Annuity, & Disability) will help drive the business by providing prompt, accurate and courteous service to build and maintain positive relationships with policyholders and field partners.

This position will train as hybrid role (3 days in office per week) for the first 90 days and can be located in our Lincoln, NE or Cincinnati, OH office. After training, associates will have the opportunity to work in-office, hybrid, or fully remote. 

• →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 1^st call resolution for every call and to complete customers request while on the phone.
• →Must be able to prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls.

• Associate’s degree or equivalent experience required.
• 0-2 years of related experience required.
• Previous experience in a call center or customer service capacity highly preferred.
• Previous experience working in the insurance or financial services field is a plus.
• FINRA Series 99 license is preferred but not required.
• Must possess excellent verbal and written communication skills excellent telephone skills, problem solving, analytical and decision-making skills are required.
• Ability to prioritize tasks and consistently meet deadlines.
• Computer experience in a database, word processing and internet navigation software.
• Planning, organizational, and mathematical skills are important.

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.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.