New Business Analyst (Temp)

Amerilife Group, LLC; Clearwater (FL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

PTO

Medical

Dental

Vision

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife Group, LLC in Clearwater, FL is seeking a New Business Analyst to support Career Operations and our Career Agent partners during the Annual Enrollment Period. You will accurately process and validate insurance applications, maintain case information, and ensure service level deadlines are met.

The ideal candidate is detail-oriented, dependable, and thrives in a fast-paced environment while maintaining high accuracy and customer service.

Qualifications

• Attention to detail and accuracy required.
• Proficiency in Microsoft Outlook and Microsoft Office.
• Excellent organizational and documentation skills.
• Strong verbal and written communication.

Responsibilities

• Enter and validate new business applications into internal systems.
• Monitor queues to meet daily/monthly deadlines.
• Learn Medicare Advantage and PDP application processing.
• Maintain productivity and quality metrics and reporting.
• Research and resolve application discrepancies.
• Communicate with internal departments clearly.
• Document and maintain accurate records.
• Collaborate with team to handle peak workload.

Skills

Attention to detail

Verbal and written communication

Time management

Teamwork

Prioritization

Tools

Microsoft Office

Microsoft Outlook

Job description

Job Summary

The New Business Analyst plays a critical role in supporting Career Operations and our Career Agent partners during the Annual Enrollment Period (AEP). This position is responsible for accurately processing and validating insurance applications, maintaining case information, ensuring service level deadlines are met, and supporting overall operational efficiency. The ideal candidate is detail-oriented, dependable, and able to thrive in a fast-paced environment while maintaining a high level of accuracy and customer service.

Essential Duties and Responsibilities

• Accurately enter and validate new business applications into internal systems.
• Monitor and process work queues to ensure daily and monthly service deadlines are met.
• Learn and become proficient in Medicare Advantage and Prescription Drug Plan application processing.
• Maintain productivity and quality standards through established performance metrics and reporting tools.
• Research and resolve application discrepancies and processing issues.
• Communicate effectively with internal departments.
• Document and maintain accurate records in accordance with company policies and procedures.
• Collaborate with team members to support departmental goals and peak season workload demands.

Required Skills and Experience

• Strong attention to detail and commitment to accuracy.
• Proficiency in Microsoft Outlook and other Microsoft Office applications.
• Excellent organizational and documentation skills.
• Strong verbal and written communication skills.
• Positive attitude with strong problem-solving abilities.
• Ability to work independently and as part of a team.
• Strong time management skills and ability to prioritize multiple tasks.
• Ability to meet deadlines and process information efficiently in a high-volume environment.
• Reliable attendance and dependability during peak business periods.

Preferred Qualifications

• Previous data entry, administrative support, insurance operations, or customer service experience.
• Experience working in a production-based or metrics-driven environment.
• Familiarity with Medicare products or health insurance application processing is a plus.

Work Environment

Hybrid work arrangement based in Clearwater, Florida. Training will be conducted onsite. Remote work may be available during the Annual Enrollment Period (AEP) based on business needs and performance expectations.

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.

Mission

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

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