New Business Policy Representative - Life Insurance
Ameritas · Cincinnati, Ohio, US
This position will "own" and be accountable for Life Insurance policy applications as they move through the process including initial receipt of the applicat...
Job description
This position will "own" and be accountable for Life Insurance policy applications as they move through the process including initial receipt of the application through the final receipt of forms on delivery. Responsible for issuance and administrative functions, cases, and products/plans. 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. Position Location: This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home. What you do: - Processing new Life Insurance policies from application to issue. - Fields customer inquiries and provides empathy and patience with all customers. - Possesses a working knowledge of the functions and systems across the organization as they relate to administrative functions. - Meets or exceeds service standards with respect to accuracy, turnaround time, and overall quality of products and services. - Responsible for account reconciliation by utilizing appropriate systems. - Corresponds with Legal and Compliance departments as necessary...