[Hiring] Policy Services Representative - Retirement Plans @Ameritas

Role Description

This position is responsible for the issuance, administrative functions, and customer service on cases, products, and plans for the enterprise. 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. This position is remote (within the U.S.A.) and does not require regular in-office presence.

• 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.
• Fields customer inquiries and provides empathy and patience with all customers.
• Possesses a working knowledge of the functions and systems across the organization as they relate to administrative functions.
• Communicates with producers and customers, providing support on their various cases.
• Meets or exceeds service standards with respect to accuracy, turnaround time, and overall quality of products and services.
• Responsible for account reconciliation by utilizing appropriate systems.
• Corresponds with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
• Handles and completes special assignments and projects within provided timeframes.
• Must stay abreast to product and case education and associate training and coaching; identifies and resolves system and processing related issues.

Qualifications

• H.S Diploma or GED required
• 0-2 years related experience required
• Retirement Plans experience preferred

Benefits

• A meaningful mission. Great benefits. A vibrant culture.
• 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.

Company Description

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.

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.