New Business Representative II job Cincinnati Ohio
New Business Representative II job Cincinnati Ohio
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New Business Representative II Job

Employer Name: SpiderID: 8359680
Location: Cincinnati, Ohio Date Posted: 1/23/2019
Wage: $45218 - $46218 per year Category: Insurance
Job Code: 5000454783306

Job Description:

At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

Ameritas Life Insurance Corp is seeking a New Business Representative II to drive the business by being accountable for Individual Life/DI insurance applications as they move through the underwriting decision process including initial receipt of the application through the final receipt of forms on delivery. The representative plays a critical role in shortening turnaround time within New Business while providing individual producers a single point of contact for each application. It is essential to also work to build a stronger, more productive collaboration with our distribution partners. This requires a high level of detail and multi-tasking in addition to excellent and courteous customer service.

Essential Functions

  • Efficiently review new insurance applications for missing information, i.e., forms signatures, policy criteria etc.

  • Communicate via email and phone to producers in conjunction with supporting their various cases.

  • Utilize web-based vendor documents system to order, retrieve, manage and organize underwriting requirements, including Attending Physician Statements, Inspection Reports, Motor Vehicle Reports, supplemental forms and other medical requirements.

  • Proactively identifies possible situations where problems can occur in the life cycle of the case.

  • Conducts regular follow-up via phone, email and/or fax secondarily, on all outstanding underwriting requirements. Reconcile those requests for additional information with producers.

  • Organizes and prioritizes workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately.

  • Fulfill published Service Level Agreements to producers, regarding pending and issue case requirements, timelines, etc.

  • Utilize Business Process Portal for case activity management, tasks, memos, etc.

  • Generate status and manage case load using Client Service System to follow up on outstanding requirements for agents and others as needed.

  • Manage larger premium / V.I.P. cases as defined within assigned team.

  • Activate and processes accurate insurance policy before mailing to producer.

  • Follows-up with producers on policy delivery requirements, including application amendments, health statements, premium etc., to ensure policy is placed within specified timeframe.

  • Ability to work in a cross-functional team environment with a strong sense of urgency.

  • Willing to take initiative, exhibit creative thinking and take ownership of cases.

  • Self-starter attitude and strong desire to provide excellent results.

  • Ability to excel in a dynamic, fast-moving company environment with strong attention to detail and accuracy.

  • Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area.

  • Excellent technical skills to handle a paperless environment and navigate carrier & vendor websites for information.

  • Demonstrated time management and organizational skills. Ability to communicate precisely and professionally in both verbal and written communication with internal and external customers alike.


  • Bachelor's degree in related Life or Health Insurance or similar discipline preferred

  • 2-4 years of business experience in the Life/Disability industry preferred

  • Solid understanding of exceptional customer focus and appreciation for the needs of our producers.

  • Experience in production oriented environment where productivity and quality is preferred and possess

  • a strong commitment to driving down turnaround time.

  • Must be able to work overtime as needed to meet business needs

  • Life or Disability insurance experience preferred

  • Demonstrated commitment to expanding personal knowledge of life insurance operations (ex., successful completion of LOMA ACS AND PCS preferred

  • Prior experience with or quick ability to effectively learn various computer software applications.

We are Ameritas: proud to say we're in the business of fulfilling life.

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: Ameritas Life Insurance Corp. Company Type:
Company: Ameritas Life Insurance Corp.

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