Client Services Representative (Group)

Company: Ameritas
Location: Lincoln
Posted on: July 22, 2021

Job Description:

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

Ameritas is seeking a Group Client Service Representative 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.

Essential Job Functions

* Must have a working knowledge of the following functions of Group Administration -- new case set up; issue; billing; collection and reconciliation of premium; processing small case policy changes; on-going administration; group terminations and final accounting. * Field customer inquiries via telephone, email, or other written correspondence and utilize empathy and patience with all customers. * Research of customer needs and problems; development of 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 pro-actively calling customers. * A working knowledge of the functions and systems across the organization as they relate to administrative functions. * Meeting or exceeding service standards with respect to accuracy, turnaround time and overall quality of work product and service. * Have the ability to assess situations, communicate issues promptly, and offer thoughtful solutions. * Handle and complete special assignments and projects within provided timeframes. * Other duties as assigned.

Qualifications

* Must have a college degree or equivalent work experience * 1 - 3 years of client service experience preferred. Insurance background helpful.

* Possess excellent verbal and written communication skills and show a strong commitment to customer service. * Excellent telephone skills, problem solving, analytical and decision-making skills * Ability to prioritize tasks and consistently meet deadlines * Personal computer experience in database, spreadsheet, word processing and internet navigation software. * Planning, organizational and mathematical skills are important. * Ability to work independently using all available resources as well as positively contribute to the team environment.

We are Ameritas: proud to say we're in the business of fulfilling life.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: Ameritas, Lincoln , Client Services Representative (Group), Other , Lincoln, Nebraska