New Business Policy Representative - Annuity

The New Business Policy Representative will "own" and be accountable for Annuity policy applications as they move through the issuance process including initial review 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 of 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, annuities, investments, and wealth management services.

This role will work without close supervision and exercise independent judgment while problem solving in a professional manner.  Utilize time management and organizational skills while prioritizing, multitasking, and swiveling quickly between assignments as necessary.  Willingly work within a team concept to accomplish departmental goals. Work within a fast-paced environment; with a strong commitment to driving down policy turnaround times. 

This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) 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 both phone and email.


• Manage an average caseload of 40-60 new applications per month at various stages in the issuance 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 requirements.


• Work in a cross-functional team environment with a sense of urgency.


• Meet or exceed 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 required, with 1 year of experience in a customer service environment highly preferred.


• Experience in the financial services or insurance industry is desired.


• Strong attention to detail and accuracy required.


• Ability to work overtime as needed to meet business needs required.


• Prior experience with or quick ability to effectively learn various computer software applications required.

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.