Annuity Product Data Specialist

Amerilife Group, LLC; Phoenix (AZ); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking a SAT Product Administrator to support product operations by entering, updating, and maintaining standardized annuity product information within the SAT platform. You will follow templates to keep product records accurate and readily available for agents, ensuring entries meet deadlines and quality checks.

This role requires strong data-entry skills, attention to detail, and proficiency with Microsoft Office.

Qualifications

• Proficient with computers and web-based data entry systems.
• Ability to interpret and organize information from multiple sources.
• Strong attention to detail with a high level of accuracy.
• Ability to meet deadlines and complete updates within defined timelines.
• Strong organizational and multitasking skills in a high-volume environment.

Responsibilities

• Enter and update annuity product information in the SAT platform using established templates, guidelines, and standardized formats.
• Review carrier communications and internal requests for routine product updates, escalating questions or unclear information to the appropriate team member.
• Maintain product records by making approved updates to rates, availability, forms, and other standard product fields.
• Follow defined processes to complete updates by required effective dates and within assigned timelines.
• Check completed entries for accuracy, completeness, and consistency before submitting or marking updates as complete.
• Communicate with internal team members to clarify routine update requests and confirm required information.
• Organize assigned product update tasks and maintain documentation in accordance with department standards.
• Identify and report data issues, missing information, or process concerns to the appropriate team member for review.

Skills

Data entry systems

Information interpretation

Attention to detail

Deadline-driven

Organization & multitasking

Microsoft Office (Word, Excel, PowerPt

Tools

SAT platform

Job description

AmeriLife is seeking a SAT Product Administrator to support product operations by entering, updating, and maintaining standardized annuity product information within the SAT platform. You will follow templates to keep product records accurate and readily available for agents, ensuring entries meet deadlines and quality checks.

This role requires strong data-entry skills, attention to detail, and proficiency with Microsoft Office.