What are the responsibilities and job description for the Rep, Policy Services position at TotalMed?
This position requires daily 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.
The Rep, Policy Services is responsible for customer service, 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. The position must stay abreast to product and case education and associate training/coaching; identify and resolve system/processing related issues.
What you do
- Research of customer needs and problems; development of informed, innovative solutions; and decisive action within defined parameters of authority; to build customer loyalty while maintaining the financial and procedural integrity of the case. This includes pro-actively calling customers.
- Field customer inquiries and utilize empathy and patience with all customers.
- A working knowledge of the functions and systems across the organization as they relate to administrative functions.
- Communicate to producers/customers in conjunction with supporting their various cases
- Meeting or exceeding service standards with respect to accuracy, turnaround time and overall quality of work product and service
- Responsible for account reconciliation, utilizing appropriate system
- Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
- Handle and complete special assignments and projects within provided timeframes.
What you bring
- H.S. Diploma or GED required
- 0-2 years Related Experience required
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.
