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Ameritas

Sr Rep, Agency Field Svc

full-time•Cincinnati

Summary

Location

Cincinnati

Type

full-time

Experience

2-5 years

Company links

WebsiteLinkedInLinkedIn

About this role

Position Description: 

The Senior Field Compensation Representative is responsible for providing quality customer service to field office, producers/representatives, and other partners on complex customer service inquiries/requests. This position is accountable to ensure internal and external records are completed accurately and timely within regulatory guidelines.

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.

 Position Location:

  • This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home. 

What you do:

  • Collaborate with customers on complex situations through written and verbal correspondence to discuss various contract provisions.
  • Perform accounting functions as required for the business area.
  • Maintain and balance suspense accounts as needed.
  • Verify and approve commissions for new business and renewal runs.
  • Create debt report from compensation system.
  • Hold compensation from commission runs by doing a debt compare for each cycle.
  • Understand the different contracts and how the agents are paid.
  • Analyze, process, and service the producer/representative. onboarding and lifecycle including but not limited to transactions throughout the course of the contract.
  • Provide authorization for agent of record changes by deciding if the request is in compliance with policies or procedures while implementing complex process changes.
  • Ensure compliance with all regulatory rules.
  • Train and mentor other associates within business area.
  • May participate as a subject matter expert for projects.
  • Other duties as assigned.
  • Perform calculations and percentages for commission adjustment and advances. 
  • Audit policies as required for accuracy and assure compensation paid correctly at all levels and compensation type.

What you bring: 

  • H.S. Diploma or GED required.
  • 2-4 years related experience required, including Accounting and/or Customer Service experience.
  • Previous Compensation experience is a plus.
  • Microsoft Excel experience is preferred. (complexed calculations and percentages)
  • Analytical thinking and keen eye for detail is a plus.
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 Benefits
For 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, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.

What you'll do

  • The Senior Field Compensation Representative provides quality customer service on complex inquiries and ensures accurate record-keeping within regulatory guidelines. Responsibilities include collaborating with customers, performing accounting functions, and training other associates.

About Ameritas

You may know Ameritas as an insurance, employee benefits and financial services company, but we’re in the business of fulfilling life. What’s fulfilling life? It’s helping people like you plan for the future and protect what you cherish most. It’s getting the most out of life — even at work. It’s making a difference. This kind of work can be gratifying, and it could be right for you. Full legal disclosures at amerit.as/legal.

Ready to join Ameritas?

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Frequently Asked Questions

What does a Sr Rep, Agency Field Svc do at Ameritas?

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As a Sr Rep, Agency Field Svc at Ameritas, you will: the Senior Field Compensation Representative provides quality customer service on complex inquiries and ensures accurate record-keeping within regulatory guidelines. Responsibilities include collaborating with customers, performing accounting functions, and training other associates..

Is the Sr Rep, Agency Field Svc position at Ameritas remote?

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The Sr Rep, Agency Field Svc position at Ameritas is based in Cincinnati, Ohio, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Sr Rep, Agency Field Svc position at Ameritas?

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You can apply for the Sr Rep, Agency Field Svc position at Ameritasdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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