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Field Licensing Representative I

Company: Ameritas
Location: Cincinnati
Posted on: July 22, 2021

Job Description:

If you have excellent communication, customer service, and mathematical skills, this could be the role for you!

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 is seeking a Field Licensing Representative to administer contracts for compensation in accordance with contractual obligations and to comply with state regulations.

What you do:

* Correspond with the Field -- i.e. telephone, email, Home Office visitors -- to explain various contract/finance plan provisions, and licensing/examination requirements. Must be able to handle difficult customers with tact and good judgement. * Contract managers, agents & brokers & licensed reps of corp: request and review background investigation reports, obtain contracts, amendments, tax forms, benefit information and licensing applications and code the agency system. * Maintain thorough knowledge of state regulations regarding licensing for individuals and corporations, commission payment, and pre-license education. * Establish and maintain agent, manager and agency system records in order to pay compensation in accordance with contractual agreements. * Provide authorization for agent or record changes: determine whether request is in compliance with contractual obligations, whether policies should be changed for compensation and/or servicing, and whether compensation adjustments are necessary. * Contract maintenance: contract changes, amendments, special compensation and terminations which include notification to the agent and state insurance departments. * Apply for state licenses/ appointments for the Field and Home Office associates with the various insurance departments -- collect pre-license education information, schedule examinations, complete applications and submit fees.

What you bring:

* Education: High school diploma required, plus additional courses (LOMA) preferred * Experience: Minimum one year of experience in customer service environment required. Experience in the financial services or insurance industry is preferred.

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.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: Ameritas, Cincinnati , Field Licensing Representative I, Other , Cincinnati, Ohio

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