New Business Policy Representative – Life Insurance

Ameritas - AppFeeder
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Job Details

  • Location: Cincinnati, OH, 45240
  • Date Posted: 2024-03-28
  • Employment Type: Full Time
  • Category: Accounting
  • Req Number: 4487
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This is a hybrid role working partially in-office and partially from home.


The New Business Policy Representative – Life Insurance 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.

This position
is responsible for 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.


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

  • 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 for assistance in handling complex cases and customer complaints.
  • Handles and completes special assignments and projects within provided timeframes.
  • Must stay abreast to product and case education and associate training and coaching; identifies and resolves system and processing related issues.
  • Other duties as assigned.

What you bring

  • H.S. Diploma or GED required.
  • 0-2 years Related Experience required.
  • Previous experience working with Life Insurance and/or Annuity products is highly preferred.

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.