Ameritas
Position Description
Senior Account & Client Consultant serves as a liaison between the company and internal and external partners. This position is a subject matter expert responsible for completing moderately complex projects to include conducting analysis and adjusting processes to solve problems. This position may serve as a resource to other associates using broad business understanding.
This is a hybrid role working partially in-office (Sandy, UT) and partially from home.
What you do
Evaluate existing broker, customer and rep needs and make recommendations.
Partner with Field Account Management Team in developing and implementing strategies to strengthen satisfaction, loyalty, and reliability.
Identify and resolve escalated issues and communicate to all stakeholders.
Responsible for keeping records, account updates, and outgoing email to brokers via Salesforce.
Communicate with brokers and customers effectively on account information.
Be available to answer telephone calls as needed from brokers and customers.
Research service needs and problems, find innovative solutions, and communicate follow-up.
Interact and encourage members of a team to find a solution to client issues.
Proactively assist account management team in contact with brokers, customers and internal stakeholders with questions on cases and follow up with questions asked.
Partner with internal departments to find solutions to difficult case issues.
Demonstrate a strong ability to balance the needs of customers and brokers, deadlines and other priorities.
What you bring
Bachelor's Degree or equivalent Business, Communication, or related field experience required.
2 years of related experience required.
Health insurance license required (or must obtain within 3 months of employment).
Willingness to travel up to 5% of the time.
What we offer A meaningful mission. Great benefits. A vibrant culture
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 programsEmployee 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
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.
About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
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This is a hybrid role working partially in-office (Sandy, UT) and partially from home.
What you do
Evaluate existing broker, customer and rep needs and make recommendations.
Partner with Field Account Management Team in developing and implementing strategies to strengthen satisfaction, loyalty, and reliability.
Identify and resolve escalated issues and communicate to all stakeholders.
Responsible for keeping records, account updates, and outgoing email to brokers via Salesforce.
Communicate with brokers and customers effectively on account information.
Be available to answer telephone calls as needed from brokers and customers.
Research service needs and problems, find innovative solutions, and communicate follow-up.
Interact and encourage members of a team to find a solution to client issues.
Proactively assist account management team in contact with brokers, customers and internal stakeholders with questions on cases and follow up with questions asked.
Partner with internal departments to find solutions to difficult case issues.
Demonstrate a strong ability to balance the needs of customers and brokers, deadlines and other priorities.
What you bring
Bachelor's Degree or equivalent Business, Communication, or related field experience required.
2 years of related experience required.
Health insurance license required (or must obtain within 3 months of employment).
Willingness to travel up to 5% of the time.
What we offer A meaningful mission. Great benefits. A vibrant culture
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 programsEmployee 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
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.
About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.
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