Customer Services Representative - Policy Services
Posted 2025-04-21About the position
Ameritas is seeking Customer Service Representatives for our Policy Services Team to drive the business by being responsible for customer service, issuance and administrative functions for small case. This includes implementation of billing, collection and reconciliation of premium; policy lapses and cancellations; and customer service to policyholders, field sales offices, agent/brokers, SA's and individual insureds. This position requires daily in-office presence. Opportunity to work a flexible work arrangement after associate becomes fully trained and can work successfully in the role. Pay starting at $19.50 per hour.
Responsibilities
? Assist with customer inquiries via telephone, email, or other written correspondence and utilize empathy and patience with all customers.
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? 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.
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? Research customer needs and problems; develop informed, innovative solutions; and take decisive action within defined parameters of authority to build customer loyalty while maintaining the financial and procedural integrity of the case.
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? Pro-actively call customers.
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? Meet or exceed service standards with respect to accuracy, turnaround time and overall quality of work product and service.
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? Assess situations, communicate issues promptly, and offer thoughtful solutions.
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? Handle and complete special assignments and projects within provided timeframes.
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? Other duties as assigned.
Requirements
? Must have a High School Diploma or equivalent.
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? 0-2 years related experience required.
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? Ability to work in a fast-paced environment and multi-task.
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? Possess excellent verbal and written communication skills and show a strong commitment to customer service.
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? Excellent telephone skills, problem solving, analytical and decision-making skills.
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? Ability to prioritize tasks and consistently meet deadlines.
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? Computer skills in database, spreadsheet, word processing and internet navigation software.
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? Planning, organizational, and mathematical skills are important.
Nice-to-haves
? Previous experience in customer service, insurance, banking, and/or healthcare is a plus!
Benefits
? 401(k) Retirement Plan with company match and quarterly contribution
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? Tuition Reimbursement and Assistance
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? Incentive Program Bonuses
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? Competitive Pay
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? Flexible Hybrid work
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? Thrive Days - Personal time off
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? Paid time off (PTO)
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? Health Benefits: Medical, Dental, Vision
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? Health Savings Account (HSA) with employer contribution
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? Well-being programs with financial rewards
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? Employee assistance program (EAP)
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? Professional development programs
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? Leadership development programs
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? Employee resource groups
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? StrengthsFinder Program
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? Matching donations program
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? Paid volunteer time- 8 hours per month
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? Generous paid maternity leave and paternity leave
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? Fertility, surrogacy and adoption assistance
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? Backup child, elder and pet care support
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