Experienced Customer Service Representative - Retirement Plans Specialist for a Dynamic and Supportive Team

Introduction to Ameritas and Our Mission

Ameritas, a leading financial services company, is dedicated to Fulfilling Life by providing trusted financial products and valued guidance to our customers. Our mission is built on the belief that everyone deserves to be happy, healthy, and financially secure. We achieve this through a wide range of services, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management. As a mutual-based organization, our focus is on benefiting our members and customers, ensuring that our return on investment contributes to their well-being and financial security.

About the Role: Customer Service Representative - Retirement Plans

This is an exceptional opportunity for a skilled and customer-focused individual to join our team as a Customer Service Representative specializing in Retirement Plans. Working remotely, you will be part of a dynamic team that is passionate about delivering exceptional service and support to our retirement plan participants. Your expertise and knowledge will play a crucial role in educating participants about their distribution, rollover, and consolidation options, assisting them in accessing their accounts online, and resolving any requests or issues they may have.

Key Responsibilities:

• Professional Communication: Answer all inquiries in a professional and courteous manner, ensuring that participants feel supported and valued.
• Product Knowledge: Maintain a comprehensive understanding of our retirement plan products and services, including distribution, rollover, and consolidation options.
• Participant Education: Educate retirement plan participants on available options and assist them throughout each process, ensuring they are well-informed and empowered to make the best decisions for their financial futures.
• Issue Resolution: Assist participants in resolving any issues or requests they may have, including accessing their accounts online and understanding online functionality such as enrollment, transfers, loans, and withdrawals.
• Process Improvement: Identify opportunities for process improvements to increase efficiency and effectiveness while maintaining an exceptional level of service.
• Regulatory Compliance: Protect assets by adhering to all applicable regulations, policies, and procedures, ensuring compliance with regulatory requirements and established risk guidelines.
• Team Collaboration: Consult with the Client Service and Admin Service teams to provide assistance as volumes dictate, and participate in discussions and committees to improve procedures and resolve problems within teams and across the department.

Essential Qualifications:

To be successful in this role, you will need:

• Education: A High School Diploma or GED is required; a college degree is preferred.
• Experience: 1-2 years of customer service experience, with previous contact center experience required. Experience in Retirement Plans is highly desirable.
• Communication Skills: Proficient written and oral communication skills, with the ability to manage multiple priorities while working within required deadlines.
• Customer Focus: Excellent interpersonal skills, with a strong customer focus and the ability to assume ownership and work within a team environment.
• Adaptability: A high level of curiosity and a willingness to learn new methods and procedures.

Preferred Qualifications:

While not essential, the following qualifications are highly desirable:

• Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration.
• Proficiency with Microsoft Office products (Word, Excel, and PowerPoint).
• ASPPA exams or equivalents.
• Knowledge of OMNI, Relius, and recordkeeping systems.
• Bilingual in Spanish and English.

What We Offer:

Ameritas is committed to the well-being and development of our employees, offering a comprehensive total rewards package that includes:

• Competitive Pay and Incentives: A salary that reflects your skills and experience, along with opportunities for growth and development.
• Comprehensive Health and Welfare Benefits: Access to a range of health, dental, and vision plans, as well as life insurance and disability benefits.
• 401(k) and Retirement Savings: A generous 401(k) matching program to help you plan for your future.
• Flexible Work Schedules and Time Off: The flexibility to balance your work and personal life, with generous paid time off for vacation, sick leave, and volunteering.
• Professional Development Opportunities: Ongoing training, education, and career development opportunities to help you grow and succeed in your role.
• Tuition Reimbursement and Student Loan Repayment: Support for your ongoing education and financial well-being.
• Incentivized Well-being Program: A program designed to support your physical and mental health, with incentives for healthy behaviors.
• Adoption Assistance and Paid Time Off for Volunteering: Support for your personal and family needs, as well as opportunities to give back to your community.

Our Culture and Values:

Ameritas is a company that cares, with a strong commitment to volunteering, community support, employee well-being, and diversity and inclusion. We believe that everyone should feel safe bringing their authentic, whole self to work, and we strive to create an inclusive culture that values and respects individual differences. As an Equal Opportunity/Affirmative Action Employer, we hire 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.

Conclusion:

If you are a motivated and customer-focused individual with a passion for delivering exceptional service and support, we encourage you to apply for this exciting opportunity. As a Customer Service Representative - Retirement Plans Specialist, you will be part of a dynamic team that is dedicated to Fulfilling Life and making a positive impact on the financial futures of our customers. Don't miss this chance to join a company that truly cares about its employees and customers. Apply today and let's build the future together!