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Client Service Consultant


This is a Full-time position in Myrtle Point, OR posted March 30, 2021.

Are you a client minded professional with Retirement Plans experience?

Ameritas Life Insurance Corp is seeking a Client Services Consultant to drive the business primarily acting as a liaison between the retirement plan agent, client, and internal partners.

The ideal candidate will develop and maintain a professional and positive relationship with retirement plan clients and insures that all required services are being provided to the client.

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.

What you do * Promote a professional and positive image of Ameritas Retirement Plans * Develop and nurture plan sponsor, agent, TPA relationships * Plan and coordinate all functions necessary to properly service retirement plan clients * Collaborate effectively and efficiently with internal partners to anticipate and fulfill client needs * Assume ownership and ensure timely, professional, and accurate responses and resolutions * Support and drive client service initiatives, and maintain risk awareness and regulatory knowledge * Willingness to have calls and emails evaluated or monitored for coaching and quality assurance purposes * Must be open to feedback and demonstrate an enthusiasm to learn methods that exceed the expectations of our customers, both internal and external.

* Support the philosophy of a “Team” concept.

This should be accomplished by actively promoting a team environment in all areas of responsibility and by maintaining open lines of communication between each team member regarding issues that impact the overall performance of the team * Demonstrate ability to remain calm and in control in high stress situations and handle difficult situations/personalities * Ability to be flexible and agile with change process to enhance the client experience * Actively coordinates, joins, and/or participates in discussions.

May serve on committees to improve procedures and resolve problems within teams and across the department.

* Other duties as assigned What you bring * Education: Four-year college degree, preferably in business or finance, or equivalent experience * Experience: 3 to 5+ years relevant experience in the financial industry and customer service.

* Special skills or knowledge: * Required: Strong written and oral communication skills.

Must be able to manage a number of priorities at one time while working within required deadlines.

Strong customer focus with excellent interpersonal skills * Preferred: Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration.

Advanced understanding of plan testing, plan document design, government forms and ERISA requirements.

Ability to analyze compliance tests and make recommendations.

Ability to consult on plan design issues.

Proficiency with Microsoft Office products (Word, Excel and Powerpoint).

ASPPA exams or equivalents.

Knowledge of OMNI, Relius and recordkeeping systems 33 Qualification 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.

Salary range: 22.00 to 33.00 an hour We are Ameritas: proud to say we’re in the business of fulfilling life.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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