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Rep, Policy Services - Retirement Plans - Lincoln Nebraska
Company: Ameritas Location: Lincoln, Nebraska
Posted On: 05/02/2024
Rep, Policy Services - Retirement Plans Remote - USA Retirement Plans Full-time This position is remote and does not require regular in-office presence. 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 position is responsible for the issuance, administrative functions, and customer service on cases, products, and plans for the enterprise. The incumbent must interpret and fulfill all requirements necessary for accurate processing, while following current procedures in accordance with industry/state regulations, internal/external audit recommendations, and compliance directives. What you do Research customer needs and problems and develops informed, innovative solutions. Provides decisive action within defined parameters of authority to build customer loyalty while maintaining the financial and procedural integrity of the case and proactively communicating with customers. 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. Communicates with producers and customers, providing support on their various cases. 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. What you bring |
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