***Hybrid Role-Work from home 2 days per week and in the office 3 days per week***
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.
Ameritas Life Insurance Corp is seeking a Senior Sales Support Specialist to support the generation of new business and the retention of existing business in accordance with outlined policies and procedures. This position reports to the Practice Leader, and is responsible for assisting with the sale, service, and retention of group cases of all sizes. The Analyst acts as a product/process expert in providing support to the Sales Rep on all size cases.
**Position can be in Phoenix, AZ or Costa Mesa, CA
What you do
- The Successful Candidate provides prompt, courteous, and excellent customer service to all external and internal customers. The Successful Candidate is responsible for building and maintaining cooperative working relationships with Agents/Brokers, Sales Representatives, Peers, and Superiors.
- While providing superior service, the Analyst will process policy changes; provide benefit summaries; and coordinate with the Underwriting, Claims, and Administration Departments regarding eServices, eligibility issues, requested reporting, billing, payment issues, etc.
- The Successful Candidate will develop a comprehensive understanding of Group Division products and processes related to the sale of new business and to the retention of existing business. This associate works with the Sales Representative to recommend appropriate plan designs to meet customer needs and generates proposals accordingly.
- This position is responsible for the submission of all new cases by following the appropriate processes, and completing the correct paperwork, including the electronic submission of sold cases.
- The Analyst is responsible for the processing of all renewal notifications. They will work with the Sales Representative on appropriate plan design alternatives, as needed.
- Other duties as assigned.
What you bring
- Bachelor’s Degree or equivalent experience required
- A background in insurance is helpful.
- Must possess an insurance license, or obtain an insurance license within 3 months of hire
- The Successful Candidate is extremely flexible, customer-service focused, and self-motivated.
- The Successful Candidate must possess superior interpersonal, verbal, and written communication skills.
- The Successful Candidate must have a working knowledge of MS Word and Excel, and must quickly gain proficiency in relevant applications, such as SalesForce.com and SalesXpress.
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.
- Were 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 youd 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, were 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.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled