Key Client Specialist

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

Act as first point of contact for General Agency point of sales representative and back-office personnel.

Job Description

Position Responsibilities:

• Build application records electronically as required for all general agency submitted applications.
• Manage paperwork submission from the general agency to the compliance unit for Financial Advisors (FA)
• Update records as case progresses, completing follow up to inquiries to and from the general agencies.
• Assist with management of SLA and cycle times for all cases

Qualifications/Education/Experience/Skills/Abilities:  

• Ability to work somewhat independently within a teamwork framework
• Keyboard and PC proficiency, accuracy and speed.
• Ability to learn quickly, both processes and systems
• Proficient with analytics
• Understanding of privacy regulations, including but not limited to HIPAA and PHI
• Knowledge of and compliance with insurance regulations including E&O
• Strong customer and interpersonal skills, including written and oral communication and phone presentation.
• Dependability and punctuality
• High school diploma or equivalent

Work Environment:

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, headsets, photocopiers, filing cabinets and fax machines. This job may be located in an environment with ringing phones, conversation, or customer contact.
• This is largely a sedentary role; however, some standing or filing may be required. This would require the ability to lift files weighing no more than three pounds, open filing cabinets and bend or stand on a stool (no higher than nine inches) as necessary.

 

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.