In Force Illustration Representative

Ameritas is seeking an In Force Illustration Representative to create accurate, compliant life and annuity policy illustrations that support customers' long-term financial security. In this role, you'll analyze existing contracts, model coverage and value projections using specialized tools, and respond to advisor and internal requests. You'll ensure regulatory and quality standards, document your work, and collaborate with underwriting and service teams. Ameritas offers growth, training, and a people-centered culture that values integrity, teamwork, and work-life balance.

Responsibilities

• Produce accurate, compliant in-force life and annuity illustrations for policyholders and advisors

• Review policy data, contract provisions, and product features to model coverage and value projections

• Interpret actuarial assumptions, interest rates, and policy charges within illustration tools

• Respond to advisor and internal partner requests, clarifying illustration results and options

• Validate inputs and outputs to ensure quality, regulatory, and company guideline adherence

• Document work, maintain audit-ready records, and follow standardized procedures

• Collaborate with underwriting, customer service, and sales support to resolve complex cases

• Identify process improvements and support testing or implementation of new tools or products Required Skills

• Life insurance product knowledge

• Annuity product knowledge

• Financial analysis

• Excel and spreadsheet modeling

• Insurance illustration software

• Data validation and quality control

• Regulatory and compliance awareness

• Technical documentation

• Customer and advisor communication

• Problem solving