Senior Account and Client Specialist

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 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

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.