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Customer Services Representative

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. The Client ServiceSpecialist (Life Insurance, Annuity, & Disability) for the Contact Center in the Individual Division will help drive the business by providing prompt, accurate and courteous service to build and maintain positive relationships with policyholders and field partners.

KBSkills

ACTIVE

Position Description:  The Client Service Specialist (Life Insurance, Annuity, & Disability) for the Contact Center in the Individual Division 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.Position Location:<ul><li style="line-height:normal;background:white">This position will train as hybrid role, requiring 3 days per week in the office for the first 90 days. After training, associates will have the opportunity to work in-office, hybrid, or fully remote. </li></ul>What you do:<ul><li style="color:black;line-height:normal;background:white">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.</li><li style="color:black;line-height:normal;background:white">Understand and anticipate the needs of customers to deliver service that meets or exceeds expectations of clients and falls within stated department Service Standards.</li><li style="color:black;line-height:normal;background:white">Communication must be pleasant, professional, tactful, and informative at all times. </li><li style="color:black;line-height:normal;background:white">Obtain and analyze data from various sources to provide accurate and complete responses to agents and clients.</li><li style="color:black;line-height:normal;background:white">The Associate must be able to analyze complex telephone inquiries and determine necessary steps for resolution including opening workflows and forwarding to appropriate team.</li><li style="color:black;line-height:normal;background:white">Desire to have 1st call resolution for every call and to complete customers request while on the phone.</li><li style="color:black;margin-bottom:12pt;line-height:normal;background:white">Must be able to prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls.</li></ul>What you bring:  <ul><li style="color:black;line-height:normal;background:white">Associate’s degree or equivalent experience required.</li><li style="color:black;line-height:normal;background:white">0-2 years of related experience required.</li><li style="color:black;line-height:normal;background:white">Previous experience in a call center or customer service capacity highly preferred.</li><li style="color:black;line-height:normal;background:white">Previous experience working in the insurance or financial services field is a plus.</li><li style="color:black;line-height:normal;background:white">Series 6 or Series 99 license preferred.</li><li style="color:black;line-height:normal;background:white">Will need to agree to go through the process to be fingerprinted if offered the position</li><li style="color:black;line-height:normal;background:white">Must possess excellent verbal and written communication skills and show a strong commitment to customer service.</li><li style="color:black;line-height:normal;background:white">Excellent telephone skills, problem solving, analytical and decision-making skills are required.</li><li style="color:black;line-height:normal;background:white">Ability to prioritize tasks and consistently meet deadlines.</li><li style="color:black;line-height:normal;background:white">Personal computer experience in database, spreadsheet, word processing and internet navigation software.</li><li style="color:black;line-height:normal;background:white">Planning, organizational, and mathematical skills are important.</li><li style="color:black;margin-bottom:12pt;line-height:normal;background:white">Excellent communication skills, agency system processing, LIDP, knowledge of contractual provisions, PC skills (Word & Excel) and good mathematical aptitude.</li></ul>What we offer:  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:  Ameritas BenefitsFor your money: <ul><li style="margin:0in 0in 0in 0.75in">401(k) Retirement Plan with company match and quarterly contribution</li><li style="margin:0in 0in 0in 0.75in">Tuition Reimbursement and Assistance </li><li style="margin:0in 0in 0in 0.75in">Incentive Program Bonuses </li><li style="margin:0in 0in 0in 0.75in">Competitive Pay </li></ul>For your time: <ul><li style="margin:0in 0in 0in 0.75in">Flexible Hybrid work</li><li style="margin:0in 0in 0in 0.75in">Thrive Days - Personal time off</li><li style="margin:0in 0in 0in 0.75in">Paid time off (PTO)</li></ul> For your health and well-being: <ul><li style="margin:0in 0in 0in 0.75in">Health Benefits: Medical, Dental, Vision </li><li style="margin:0in 0in 0in 0.75in">Health Savings Account (HSA) with employer contribution</li><li style="margin:0in 0in 0in 0.75in">Well-being programs with financial rewards</li><li style="margin:0in 0in 0in 0.75in">Employee assistance program (EAP)</li></ul> For your professional growth:  <ul><li style="margin:0in 0in 0in 0.75in">Professional development programs</li><li style="margin:0in 0in 0in 0.75in">Leadership development programs</li><li style="margin:0in 0in 0in 0.75in">Employee resource groups</li><li style="margin:0in 0in 0in 0.75in">StrengthsFinder Program</li></ul>       For your community:<ul><li style="margin:0in 0in 0in 0.75in">Matching donations program</li><li style="margin:0in 0in 0in 0.75in">Paid volunteer time– 8 hours per month</li></ul> For your family: <ul><li style="margin:0in 0in 0in 0.75in">Generous paid maternity leave and paternity leave</li><li style="margin:0in 0in 0in 0.75in">Fertility, surrogacy and adoption assistance </li><li style="margin:0in 0in 0in 0.75in">Backup child, elder and pet care support</li></ul><h4 style="background:white"> </h4>  An Equal Opportunity Employer 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.  The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for all job postings is one way Ameritas shows our commitment to equitable compensation practices.

Ameritas

Client Service Specialist (Life Insurance, Annuity & Disability)

Analysis Skills

Animal Care

Annuities

Call Centers

Communication Skills

Computer Skills

Customer Support/Service

Data Analysis

Database Technology

Disability Insurance

Employee Assistance Plan

Employee Benefits

Establish Priorities

Financial Planning

Financial Services

Fundraising Program

Health Plan

Incentive Programs

Insurance

Internet Application

Investment Management

Leadership

Life Insurance

Maintenance Services

Mathematics

Microsoft Excel

Microsoft Word

Multitasking

Navigation Systems

Needs Assessment

Organizational Skills

Presentation/Verbal Skills

Problem Solving Skills

Retirement Planning

Series 6

Service Delivery

Spreadsheets

Telephone Skills

Time Management

Wealth Management

Word Processing

Writing Skills

Appcast Exclusive 1

Insurance Analyst

Are you a driven, dedicated Claims Analyst looking to get your foot in the door with a stable organization based here in the Cincinnati area? Don't miss your chance and apply now!

Are you a driven, dedicated Claims Analyst looking to get your foot in the door with a stable organization based here in the Cincinnati area? Don't miss your chance and apply now!   **Contract to Hire**

Aquarius Professional Staffing

Claims Analyst

CareerBuilder Premium Subscription

Insurance Claims

Drive client satisfaction - Works with supervisor and co-workers to provide strong customer service and communication with key customer interfaces that include Client Account Managers, Operations, Information Systems, Client Representatives and Client leadership team . If onsite, please indicate if hybrid or workplace only for first few months will be workplace only with possible hybrid opportunity with 3 days office and 2 days remote - possible not guaranteed .

Job Title: Claims Coordinator Location: Mason, OH 45040 Contract: 10 Months (Possibility of Extension) Work hours: 8:00 am – 5:00 pm with an hour lunch, or 8:00 am - 4:30 pm with 30-minute lunch. Pay range: $18.00/hr. on w2 If onsite, please indicate if hybrid or workplace only for first few months will be workplace only with possible hybrid opportunity with 3 days office and 2 days remote - possible not guaranteed GENERAL FUNCTION: Accurately and efficiently processes manual claims and other simple processes such as claims projects. Through demonstrated experience and knowledge, process standard, non-complex claims requiring a basic knowledge of claims adjudication. MAJOR DUTIES & RESPONSIBILITIES: • Processing - Efficiently and accurately processes standard claims or adjustments • Consistently achieves key internals with respect to production, cycle time, and quality • May participate on non-complex special claims projects initiatives, including network efforts • Understands and quickly operationalizes processing changes resulting from new plans, benefit designs. • Drive client satisfaction - Works with supervisor and co-workers to provide strong customer service and communication with key customer interfaces that include Client Account Managers, Operations, Information Systems, Client Representatives and Client leadership team • Drives Key Performance Indications - Consistently meets or exceeds agreed upon performance standards in both productivity and accuracy • Proactively works with supervisor to develop self-remediation plan when standards are not being met KNOWLEDGE & SKILLS: • Data entry and claims processing knowledge • Has a working knowledge of interface systems that include the Client claims system, Metastorm, Exclaim and EyeNet • Some basic working knowledge of software programs, specifically Excel and Access • Understands third party benefits and administration • Strong customer service focus • Ability to work well under pressure and multi-task

Careers Integrated Resources Inc

Claims Coordinator

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