- Location
- Clearwater, FL, United States of America
- Workplace
- Hybrid
- Type
- Full-time
- Source
- Workday
Description
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
The New Business Analyst plays a critical role in supporting Career Operations and our Career Agent partners during the Annual Enrollment Period (AEP). This position is responsible for accurately processing and validating insurance applications, maintaining case information, ensuring service level deadlines are met, and supporting overall operational efficiency. The ideal candidate is detail-oriented, dependable, and able to thrive in a fast-paced environment while maintaining a high level of accuracy and customer service.Job Description
Essential Duties and Responsibilities
- Accurately enter and validate new business applications into internal systems.
- Monitor and process work queues to ensure daily and monthly service deadlines are met.
- Learn and become proficient in Medicare Advantage and Prescription Drug Plan application processing.
- Maintain productivity and quality standards through established performance metrics and reporting tools.
- Research and resolve application discrepancies and processing issues.
- Communicate effectively with internal departments.
- Document and maintain accurate records in accordance with company policies and procedures.
- Collaborate with team members to support departmental goals and peak season workload demands.
Required Skills and Experience
- Strong attention to detail and commitment to accuracy.
- Proficiency in Microsoft Outlook and other Microsoft Office applications.
- Excellent organizational and documentation skills.
- Strong verbal and written communication skills.
- Positive attitude with strong problem-solving abilities.
- Ability to work independently and as part of a team.
- Strong time management skills and ability to prioritize multiple tasks.
- Ability to meet deadlines and process information efficiently in a high-volume environment.
- Reliable attendance and dependability during peak business periods.
Preferred Qualifications
- Previous data entry, administrative support, insurance operations, or customer service experience.
- Experience working in a production-based or metrics-driven environment.
- Familiarity with Medicare products or health insurance application processing is a plus.
Work Environment
- Hybrid work arrangement based in Clearwater, Florida.
- Training will be conducted onsite.
- Remote work may be available during the Annual Enrollment Period (AEP) based on business needs and performance expectations.
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.