Client Service Specialist; Life Insurance, Annuity & Disability - Lincoln, NE

Client Service Specialist (Life Insurance, Annuity & Disability) - Lincoln, NE

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.

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.

This position will train as a 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 1st 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.
• Series 6 or 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.
• Personal computer experience in database, spreadsheet, word processing and internet navigation software.
• Planning, organizational, and mathematical skills are important.

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.

• 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.
  • Strengths Finder 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.

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their…