New Business Operations Associate (Insurance)

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

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.