Lead Transition and Onboarding Consultant

Lead Transition and Onboarding Consultant
Ameritas Life-Lincoln HYB-NEHY2
Insurance
Full-time

This is a hybrid role working partially in-office and partially from home.

The Lead Transition and Onboarding Consultant is responsible for the installation of all new agencies/firms. As the client's first impression of the home office, the Lead Transition Consultant is responsible for ensuring a smooth transition from sale to service. This role serves as the primary liaison between the financial professional, and internal partners during the transition and onboarding phase.

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.

What you do

• Coordinate and conduct effective agency and home office visits and virtual presentations utilized during the onboarding process.
• Coordinate and develop on-going educational offerings (virtual and physical) for the agencies and the agents for the integration phase.
• Measure and monitor the onboarding process and adjust as needed.
• Document and monitor activities using Salesforce.
• Facilitate resolution of non-routine inquiries and issues
• Coordinate a team of business line subject matter experts that support an agency / agent in the transition phase.
• Act as a communication hub for known challenges and success both to the agencies and the home office partners.
• Interact with multiple partners within and outside of Agency & Advisor Distribution
• Assist with and coordinate the training as needed.
• Act as a subject matter generalist.
• Coordinate a smooth transition at the end of the integration period to a regular service, sales, and regional relationships.
• Owns timely, professional, and accurate resolutions to client concerns, questions, and problems possibly during high stress situations.
• Drives client service initiatives, including process improvement to enhance the client experience.
• Maintains risk awareness and regulatory knowledge.
• Ensures smooth transition for ongoing service through to the client service teams.
• Additional duties as required.

What you bring

• Bachelor's Degree (preferably in Business or Finance) or equivalent experience required.
• 3-5 years of related experience required.
• 0-2 years of experience coaching others preferred.
• Excellent written and verbal communication skills
• Ability to organize and manage multiple priorities.
• Excellent problem solving and time management skills.
• Ability to think strategically and plan tactically.
• Microsoft Word and Microsoft Excel experience.

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.