Client Services Representative-Annuity

This is a hybrid role working partially in-office and partially from home.

The Client Services Representative - Annuities is responsible for supporting service delivery by using subject matter knowledge about company products and processes as well as by conducting basic analysis to process or support service-related tasks. The incumbent works under close supervision, however, may be responsible for analytical work that requires independent judgment.

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.

What you do

• Supports service delivery for multiple products using multiple systems within established metrics.


• Communicates by phone or written correspondence with policyholders, providers, plan participants, and field partners to answer general questions, process transactions, and resolve issues.


• Follows departmental processes to process transactions, respond to inquiries, and provide information and solutions to customers.


• Maintains a broad understanding of various insurance products features and limitations, industry/regulatory terms, and policy-related statements.


• Additional duties as assigned.

What you bring

• Associates's Degree or equivalent experience required.


• 0-2 years Related Experience required.


• Previous experience with annuities is a plus!


• Must obtain a SIE license within first 4 months of employment.


• Must obtain Series 99 or Series 6 within 8 months of employment.


• Must demonstrate progress toward attainment of industry designations (FLMI, ACS) or completion.


• Efficient keyboarding skills and ability to work on multiple administrative systems.


• Possess excellent verbal and written communication skills.


• Ability to prioritize multiple tasks.

What We Offer

• Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.


• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers.


• We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.


• A total rewards package with all the comprehensive health and welfare benefits you’d expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.


• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

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.