Individual Financial Billing Specialist at Ameritas

Position Description: 

Ameritas Life Insurance Corp is seeking an Individual Financial Billing Specialist in the Individual Division to drive the business by providing prompt, accurate and courteous service in order to build and maintain positive relationships with policyholders and field partners.

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.

Position Location:

• This is a hybrid role working partially in-office and partially from home.   

What you do:

• Communicate by telephone, e-mail, or other written correspondence with policyholders and field partners to expedite service requests for individual life, annuity, and disability policies. Understand and anticipate the needs of customers to deliver service that meets or exceeds expectations of clients and falls within stated department Service Standards.
• Desire to have 1st call resolution for every call and to complete customers request while on the phone.
• Work with clients and/or agents to update billing methods (paper bill or electronic funds transfer)
• Returning phone calls to agents and clients regarding billing related matters (premium due date, amount due, what forms of payment do we take, etc.)
• Change dividend options as well as surrender dividends to pay a premium or a loan payment
• Utilize all applications, telephone and administrative systems, and other tools used to perform essential job duties.
• Review Group or Individual Policies
• Assist in Power Hours with the team
• Work independently using all available resources.
• Have the ability to assess situations, communicate issues promptly, and offer thoughtful solutions. Identify and resolve procedural and system related problems that directly impact the service provided to our customers. Coordinate with individuals in other areas of the company as needed to resolve problems, remaining responsible until resolution.
• Demonstrate a progression toward training to take on additional responsibilities within the Individual Service organization to assist with workload management such as policy contract changes, generating illustrations, and other back-office functions.
• Other duties as assigned

What you bring: 

• Associate's Degree or equivalent experience required
• 0-2 years Related Experience required
• Experience or basic understanding of Accounting is a plus!
• Must possess excellent verbal and written communication skills and show a strong commitment to customer service.
• Excellent telephone skills, problem solving, analytical and decision-making skills are required.
• Ability to prioritize tasks and consistently meet deadlines
• Computer experience in database, spreadsheet, word processing and internet navigation software.
• Planning, organizational, and mathematical skills are important.
• Excellent communication skills, agency system processing, LIDP, knowledge of contractual provisions, PC skills (Word & EXCEL) and good mathematical aptitude.

What we offer: 

A meaningful mission. Great benefits. A vibrant culture 

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t: 

Ameritas Benefits

For your money: 

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance 
• Incentive Program Bonuses 
• Competitive Pay 

For your time: 

• Flexible Hybrid work
• Thrive Days - Personal time off
• Paid time off (PTO)

For your health and well-being: 

• Health Benefits: Medical, Dental, Vision 
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

For your professional growth: 

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

      For your community:

• Matching donations program
• Paid volunteer time– 8 hours per month

For your family: 

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

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. 

The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.

Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.