Key Client Specialist

Amerilife Group, LLC; Maple Grove (MN); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

PTO

Health insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

Amerilife Group, LLC, located in Maple Grove, Minnesota, is seeking a dedicated individual to act as the first point of contact for General Agency sales representatives. This role involves building electronic application records, managing paperwork submissions, and ensuring compliance with regulations.

Ideal candidates will have strong customer service skills, proficiency in using standard office equipment, and a high school diploma or equivalent. The position offers a comprehensive benefits package, including medical and retirement savings options.

Qualifications

• 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 HIPAA and PHI.

Responsibilities

• Build application records electronically as required.
• Manage paperwork submission to the compliance unit.
• Update records and follow up with general agencies.
• Assist in managing SLA and cycle times for cases.

Skills

Independence

Keyboard and PC proficiency

Learning agility

Analytical proficiency

Privacy regulation understanding

Insurance regulations compliance

Customer service skills

Dependability

Education

High school diploma or equivalent

Tools

Standard office equipment

Job 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

Act as first point of contact for General Agency sales representatives and back‑office personnel.

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 cases progress, completing follow‑ups 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. It 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 [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.

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

AmeriLife practices five core values at all levels of the organization: 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 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.