One million success stories. Start yours today.

Client Service Specialist (Life Insurance, Annuity & Disability)

Date Posted: Oct 14, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Lincoln, Nebraska, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jan 14, 2027

Job Description

Overview

The Client Service Specialist (Life Insurance, Annuity, & Disability) will help drive the business by providing prompt, accurate and courteous service to build and maintain positive relationships with policyholders and field partners. This position will train as hybrid role (3 days in office per week) for the first 90 days and can be located in our Lincoln, NE or Cincinnati, OH office. After training, associates will have the opportunity to work in-office, hybrid, or fully remote. What you do: 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 1 st 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. What you bring: Associate's degree or equivalent experience required. 0-2 years of related experience required. 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. FINRA Series 99 license is preferred but not 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. Computer experience in a database, word processing and internet navigation software. Planning, organizational, and mathematical skills are important. What we offer: A meaningful mission. Great benefits. A vibrant culture.Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect and things you don't:Ameritas BenefitsFor your money:• 401(k) Retirement Plan with company match and quarterly contribution.• Tuition Reimbursement and Assistance.• Incentive Program Bonuses.• Competitive Pay.For your time:• Flexible Hybrid work.• Thrive Days - Personal time off.• Paid time off (PTO).For your health and well-being:• Health Benefits: Medical, Dental, Vision.• Health Savings Account (HSA) with employer contribution.• Well-being programs with financial rewards.• Employee assistance program (EAP).For your professional growth:• Professional development programs.• Leadership development programs.• Employee resource groups.• StrengthsFinder Program.For your community:• Matching donations program.• Paid volunteer time- 8 hours per month.For your family:• Generous paid maternity leave and paternity leave.• Fertility, surrogacy, and adoption assistance.• Backup child, elder and pet care support. 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, r

Key responsibilities

Not specified in the original listing.

Required skills

  • Call Centre / CustomerService

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Lincoln, Nebraska, United States of America

Google Map

Related Jobs