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New Business Coordinator
New Business CoordinatorAmeritas • Cincinnati, OH
New Business Coordinator

New Business Coordinator

Ameritas • Cincinnati, OH
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Job Description

This position will provide administrative support for the business line by indexing additional documents and inputting various transactions to accurately submit applications into the administration systems for all policy / plan types, and ordering additional requirements as required. The incumbent is responsible for providing service and communicating to policyholders, associates in field offices, agents / brokers, strategic alliances, and other partners.

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

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.

What you do

  • Responds to internal / external communications to research inquiries and problems and provides a response through written and oral communication.
  • Exhibits a willingness to learn new information about the systems used for the job including the ability to effectively use the software programs required for completing the workload assigned.
  • Has basic product knowledge and is able to work independently. Demonstrates prioritization and organizational skills by appropriately managing multiple tasks within established time service standards.
  • Reviews and processes a wide range of transactions in appropriate administrative systems for all products / plans.
  • Meet deadlines, turnaround time standards, and production requirements for responding to customer service needs.
  • Supports a team environment by putting the success of the team above own self interests, being open and objective when considering other’s views, offering assistance and support to co-workers, working cooperatively in group situations, and continually contributing to a positive team environment.
  • Makes informed decisions, within defined limits, to resolve customer service issues.
  • Shows ability to react to change in a productive and positive manner.

What you bring

  • Diploma or GED required
  • 0-2 years of 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.

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    New Coordinator • Cincinnati, OH

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