Case Design Assistant

Amerilife Group, LLC; Phoenix, Northern (AZ, KY); Hybrid; USD 38,000 - 54,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife provides essential support to financial professionals, broker-dealers, and other stakeholders through new business processing and customer service. The role helps ensure a positive service experience by following established procedures and learning industry platforms, offering an entry into financial services and operations.

The position emphasizes learning, meticulous attention to detail, and teamwork while growing with a national leader in insurance solutions.

Qualifications

• High school diploma or equivalent required; associate degree preferred.
• 0–2 years of experience in customer service, administrative, or operations-related roles.
• Experience in insurance, financial services, or call center environments is a plus.
• Familiarity with CRM systems and data entry is required.

Responsibilities

• Respond to routine inquiries from financial professionals and internal team members with accuracy and professionalism.
• Use internal systems and carrier platforms to track, follow up, and update application and case statuses.
• Meet established service goals such as response time, accuracy, and completion deadlines.
• Assist with communication and coordination between internal teams and external partners.
• Provide updates on case progress or delays as directed by more senior team members.
• Support the team in maintaining a positive and helpful experience for business partners.
• Participate in training to build knowledge of insurance products, carrier platforms (e.g., FireLight, RegEd), and new business processes.
• Stay informed of updates and procedural changes to ensure compliance with company and industry standards.

Education

High school diploma

Associate degree preferred

Tools

CRM systems

Job description

Job Summary

The New Business Support Specialist provides essential support to our financial professionals, Broker-Dealers, and other stakeholders by assisting with customer service requests and operational tasks related to new business processing. Under direct supervision, this role helps ensure a positive service experience by following established procedures and learning industry platforms and products. This is a great opportunity for someone early in their career looking to build experience in financial services and operations.

Job Description

Key Responsibilities:

Service & Support (70%)

• Respond to routine inquiries from financial professionals and internal team members with accuracy and professionalism.
• Use internal systems and carrier platforms to track, follow up, and update application and case statuses.
• Meet established service goals such as response time, accuracy, and completion deadlines.

Relationship Support (25%)

• Assist with communication and coordination between internal teams and external partners.
• Provide updates on case progress or delays as directed by more senior team members.
• Support the team in maintaining a positive and helpful experience for business partners.

Learning & Development (5%)

• Participate in training to build knowledge of insurance products, carrier platforms (e.g., FireLight, RegEd), and new business processes.
• Stay informed of updates and procedural changes to ensure compliance with company and industry standards.

Required Skills & Competencies

• Strong attention to detail and organizational skills
• Clear verbal and written communication
• Customer-focused mindset with a willingness to learn
• Ability to follow standard operating procedures and ask for guidance when needed
• Computer proficiency and comfort working with digital tools

Education & Experience

• High school diploma or equivalent required; associate degree preferred
• 0–2 years of experience in a customer service, administrative, or operations-related role
• Experience in insurance, financial services, or call center environments is a plus
• Familiarity with CRM systems and data entry is required

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 [e-mail].

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.

About Us

Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals.

Our Mission

AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.

Our Values

Honesty – We deal truthfully with all of our clients

Integrity – We always do what is right for our clients

Accountability – We put our clients’ needs first by taking take ownership of our actions

Excellence – We do more than our jobs by going the extra mile for our clients

Courage – We stand up for what is right