Ameritas · 5 hours ago
Client Service Specialist (Life Insurance, Annuity & Disability)
Lincoln, Nebraska Metropolitan Area
Full-time
Hybrid
New Grad, Entry Level
$18/hr - $29/hr
0+ years expAmeritas is an insurance and financial services provider dedicated to fulfilling life. The Client Service Specialist role focuses on delivering prompt and accurate service to policyholders and field partners, ensuring customer satisfaction and effective communication.
Financial ServicesInsurance
No H1B
Responsibilities
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
Communication must be pleasant, professional, tactful, and informative at all times
Obtain and analyze data from various sources to provide accurate and complete responses to agents and clients
The Associate must be able to analyze complex telephone inquiries and determine necessary steps for resolution including opening workflows and forwarding to appropriate team
Desire to have 1st call resolution for every call and to complete customers request while on the phone
Must be able to prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls
Qualification
Required
Associate's degree or equivalent experience required
0-2 years of related experience required
Must possess excellent verbal and written communication skills
Excellent telephone skills, problem solving, analytical and decision-making skills are required
Ability to prioritize tasks and consistently meet deadlines
Personal computer experience in database, spreadsheet, word processing and internet navigation software
Planning, organizational, and mathematical skills are important
Preferred
Previous experience in a call center or customer service capacity highly preferred
Previous experience working in the insurance or financial services field is a plus
Series 6 or Series 99 license is preferred but not required
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