Client Support & Scheduling Specialist

Amerilife Group, LLC; Lexington (KY); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

PTO

medical

dental

vision

retirement savings

disability insurance

life insurance

Job summary

AmeriLife is seeking a Support Specialist to be the first point of contact for clients, providing exceptional customer service and administrative support. You will handle inbound/outbound communications, schedule meetings, maintain records, and assist agents with day-to-day client interactions.

The role requires strong communication skills, attention to detail, and the ability to escalate coverage-related inquiries to licensed agents.

Qualifications

• Strong communication skills.
• Attention to detail.
• Ability to escalate coverage-related or compliance-sensitive inquiries to licensed agents.

Responsibilities

• Answer inbound calls from current and prospective clients, addressing basic questions and routing more complex issues to the appropriate agent.
• Make outbound calls to clients for scheduling 1-on-1 review meetings, event follow-ups, and general check-ins.
• Assist agents with day-to-day client communication needs, including confirming appointments and relaying messages.
• Accurately log call outcomes, scheduling notes, and client information.
• Maintain a warm, professional tone representing AmeriLife Group on every call.
• Escalate coverage-specific questions to a licensed agent rather than answering directly.

Job description

AmeriLife is seeking a Support Specialist to be the first point of contact for clients, providing exceptional customer service and administrative support. You will handle inbound/outbound communications, schedule meetings, maintain records, and assist agents with day-to-day client interactions.

The role requires strong communication skills, attention to detail, and the ability to escalate coverage-related inquiries to licensed agents.