Licensing Specialist

Amerilife Group, LLC; Clearwater (FL); Hybrid; USD 35,000 - 52,000; Full time

Benefits offered by this job

PTO

medical

dental

vision

retirement savings

disability insurance

life insurance

Job summary

AmeriLife is seeking an organized administrative professional to maintain agent records, review contracting paperwork, and submit forms to keep agents licensed and contracted up to date.

You will coordinate with marketers, state agencies, and the corporate licensing department, communicate clearly, and ensure accurate data entry across our systems and carrier portals. This role supports compliance and client service efforts across the licensing workflow.

Qualifications

• Prior administrative experience preferred.
• Attention to detail, time management, multi-tasking.
• Proficient in Microsoft Office and PDF, willing to learn new software.
• Desire to be proactive and create a positive experience for others.

Responsibilities

• Create and maintain agent records in our database.
• Review carrier portals for status changes based on weekly reports.
• Review agent contracting paperwork and licenses for integrity.
• Prepare and submit contracts via email or carrier e-contracting platform.
• Communicate via email/phone with staff or carriers for outstanding items or updates.
• Verify valid insurance licenses, CE compliance, and vector status.
• Maintain polite and professional communication via phone, email, and mail.

Skills

Attention to detail

Time management

Communication skills

Proactive mindset

Tools

Microsoft Office

PDF

Job description

Our Company Explore how you can contribute at AmeriLife.

Job Summary

Maintains records, compiles information, and submits forms in order to keep agents licensed and contracted, along with keeping our records of agents’ statuses up to date. Coordinates with marketers, state agencies, and the corporate licensing department to ensure timely and efficient processing. This person will be professional, polite, and attentive, while also being accurate. This person will always be prepared and responsive, willing to meet each challenge directly. This person should be comfortable with computers, general office tasks, and excel at both verbal and written communication.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Create and maintain agent records in our database.
• This includes reviewing carrier portals consistently for status changes, and updates based on weekly reports from the carriers.
• Review agent contracting paperwork and licenses received for integrity.
• Prepare and submit contracts that are processed by either email or through a carrier’s e-contracting platform.
• Communicate via email and/or phone as necessary with agency staff or carriers for any outstanding items, contract updates, or issues that require further review or escalation.
• Verify valid insurance licenses, CE compliance, and vector status.
• Maintain polite and professional communication via phone, e‑mail, and mail.
• Anticipate the needs of others in order to ensure their seamless and positive experience.

QUALIFICATIONS

• Prior administrative experience preferred
• Attention to detail, time management, multi-tasking
• Proficient in Microsoft Office and PDF, willing to learn new software
• Desire to be proactive and create a positive experience for others

What AmeriLife Offers

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• 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