Ameritas · 3 months ago
New Business Policy Representative-Life Insurance
Lincoln, NE, 68510-2234, United States
Full-time
Hybrid
New Grad, Entry Level
0+ years expAmeritas is an insurance and financial services provider committed to fulfilling life through trusted financial products and advice. The New Business Policy Representative is responsible for managing life new business applications from submission to policy delivery, acting as a liaison between underwriting, agents, and medical vendors.
Financial ServicesInsurance
Responsibilities
Research customer needs and problems; develop 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 assisting customers/producers via phone and email
Manages an average caseload of 70-90 new applications a month at various stages in the underwriting process
Field customer inquiries and utilize empathy and patience with all customers
Utilize web-based systems in a paperless environment to order, retrieve, manage case activity, and organize underwriting requirements
Responsible for working in a cross-functional team environment with a sense of urgency
Meeting or exceeding service standards with respect to accuracy, turnaround time and overall quality of work product and service
Understand basic accounting skills and know how to move money from different accounts doing journal entries, as well as research any accounting issues that may arise with missing debits or credits
Correspond with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints
Handle and complete assignments and projects within provided timeframes
Qualification
Required
High School Diploma or GED required
0-2 years of related experience, 1 year of experience in a customer service environment highly preferred
Strong technical skills, typing skills, and the ability to multitask and move between several systems at the same time
Clear, concise and professional communication skills, both verbal and written
Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area
Excellent time management/organizational skills with the ability to prioritize
Strong attention to detail and accuracy
Experience in fast-paced environment; possess a strong commitment to driving down turnaround time
Must be able to work overtime as needed to meet business needs
Preferred
1 year of experience in a customer service environment highly preferred
Experience in the financial services or insurance industry is preferred
Benefits
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
Matching donations program
Paid volunteer time– 8 hours per month
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
Company
Ameritas
You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2007-04-01Private Equity
Leadership Team
Robert Jurgensmeier
Chief Executive Officer, Ameritas Mutual Holding Company
Jennifer Wooster
SVP, Chief actuary and underwriting
Recent News
2025-12-18
PR Newswire
2025-10-29
2025-10-10
Company data provided by crunchbase