New Business Policy Representative-Life Insurance
Company: Ameritas
Location: Lincoln
Posted on: July 2, 2025
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Job Description:
Position Description: The New Business Policy Representative
will "own" and be accountable for life insurance applications as
they move through the process including initial receipt of the
application through the final receipt of forms on delivery. The
role is responsible for customer service, issuance and
administrative functions, cases, and products/plans. This position
must accurately interpret and fulfill all requirements necessary
for accurate processing, follow current procedures in accordance
with industry/state regulations, internal/external audit
recommendations, and compliance directives. The position must stay
abreast to product and case education and associate
training/coaching; identify and resolve system/processing related
issues. 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: This is a hybrid role working
partially in-office and partially from home. What you do: Research
of customer needs and problems; develop informed, innovative
solutions; and decisive action within defined parameters of
authority; to build customer loyalty while maintaining the
financial and procedural integrity of the case. This includes
assisting customers/producers via phone and email. Manages an
average caseload of 70-90 new applications a month at various
stages in the underwriting process. Field customer inquiries and
utilize empathy and patience with all customers. Utilize web-based
systems in a paperless environment to order, retrieve, manage case
activity, and organize underwriting requirements. Responsible for
working in a cross-functional team environment with a sense of
urgency. Meeting or exceeding service standards with respect to
accuracy, turnaround time and overall quality of work product and
service. Responsible for account reconciliation, utilizing
appropriate system. Correspond with Legal and Compliance
departments as necessary for assistance in handling complex cases
and customer complaints. Handle and complete assignments and
projects within provided timeframes. Additional duties as assigned.
What you bring: High School Diploma or GED required 0-2 years of
related experience, 1 year of experience in a customer service
environment highly preferred Experience in the financial services
or insurance industry is preferred Ability to work without close
supervision and to exercise independent judgment and problem
solving in a professional area. Excellent time
management/organizational skills with the ability to prioritize,
multitask, and swivel quickly between assignments as necessary.
Strong attention to detail and accuracy. Experience in fast-paced
environment; possess a strong commitment to driving down turnaround
time. Ability and willingness to support team to accomplish
departmental goals. Must be able to work overtime as needed to meet
business needs. Prior experience with or quick ability to
effectively learn various computer software applications. 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 Benefits 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 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.
Keywords: Ameritas, Lincoln , New Business Policy Representative-Life Insurance, Accounting, Auditing , Lincoln, Nebraska