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Rep, Policy Services (Bilingual Spanish or Portuguese)

life insurance, paid time off, tuition reimbursement, 401(k)
United States, Nebraska, Lincoln
5900 O Street (Show on map)
Jul 04, 2024
Rep, Policy Services (Bilingual Spanish or Portuguese)
Ameritas Life-Lincoln HYB-NEHY2

This position is responsible for the issuance of new insurance business, administrative functions, and customer service on cases, products, and plans for the "Individual Distribution" portion of the Ameritas enterprise. Interpret, understand, and fulfill all requirements necessary for accurate processing, while following current documented procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives.

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.

This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.

What you do

  • Research customer needs and problems and develop informed, innovative solutions. Act decisively within defined parameters of authority to build customer loyalty while maintaining the financial and procedural integrity of the case and proactively communicating with customers.
  • Field customer inquiries while providing empathy and patience to all customers.
  • Possess a working knowledge of the functions and systems across the organization as they relate to administrative functions.
  • Communicate with producers and customers utilizing Spanish/Portuguese and English verbal and written communication skills, providing support on their various cases.
  • Meet or exceed service standards with respect to accuracy, turnaround time, and overall quality of products and services.
  • Responsible for account reconciliation utilizing appropriate systems.
  • Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
  • Handle and complete special assignments and projects within provided timeframes.
  • Stay abreast of product/case education and associate training and coaching.
  • Identify and resolve system and processing related issues.
  • Other duties as assigned.

What you bring

  • High school diploma or GED required.
  • 0-2 years related experience required.
  • Ability to read, write, and speak proficiently in Spanish and/or Portuguese is required.
  • Previous customer service experience is desired!
  • Previous life insurance experience is desired.

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.

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