Operations Associate Annuity New Business

AmeriLife; United States; Remote; USD 29,000 - 36,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking a detail-oriented professional to manage workload and customer service requests from financial professionals, Broker-Dealers, RIAs, Registered Reps, and IARs. You will apply knowledge of carriers' websites, products, and procedures to support productivity and quality.

The role emphasizes proactive communication and strong relationships, while adhering to metrics and regulations. Starting pay is $22.50 hourly, with experience-based advancement; the position offers a remote

Qualifications

• Ability to adapt to changes in priorities.
• High level of accountability.
• Problem Solving & Analysis.
• Influence and relationship-building.
• Knowledge of Operations, Insurance, and Financial Services.
• Strong decision-making skills.
• Business acumen.
• Controls knowledge.

Responsibilities

• Responds to and processes requests applying department knowledge.
• Builds and maintains customer relationships; proactive service and communication.
• Deepening knowledge of carrier processes, including third-party vendors such as FireLight, SureLC, and RegEd.

Skills

Adaptability

Accountability

Problem Solving

Influence

Operations Knowledge

Insurance Knowledge

Financial Services

Decision Making

Business Acumen

Controls Knowledge

Education

Diploma or equivalent

Job description

Remote

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

Under limited supervision, the employee is responsible for effectively managing workload, including customer service requests from financial professionals, Broker-Dealers, RIAs, Registered Reps, and IARs. Provide proactive communication by applying knowledge of carriers' websites, products, and procedures. Successfully influences business results by establishing and maintaining effective relationships, ensuring a high degree of productivity and quality. Accountable for accurately applying knowledge of all carriers' websites, products, procedures, and resources while adhering to established metrics, guidelines, procedures, and regulations. Uses sound judgment to make the appropriate decisions for the financial professionals, customers, and TruChoice.

Job Description

Responsibilities and Essential Job Functions

• Responds to and process requests by applying department knowledge. Follows established practices and standards while meeting or exceeding quality and service levels. (70%)
• Builds and maintains customer relationships by demonstrating effective communication and interactions. Influences business results by providing proactive customer service, education, and communication. Provide customized service and take ownership as needed. Responsible for ensuring that all producers are aware of operational processes and changes. (25%)
• Deepening knowledge of carrier processes, procedures, and resources. Understands third-party vendors including but not limited to FireLight, SureLC, and RegEd. (5%)

Skills and Abilities (Entry)

• Ability to adapt to changes in priorities
• High level of accountability
• Problem Solving & Analysis
• Influence
• Knowledge of Operations, Insurance, and Financial Services
• Strong decision-making skills
• Business Acumen
• Controls Knowledge

Experience and Education

• Some experience required, 1-2 years of experience preferred: Operations, Insurance or Financial Industry, in various customer service-focused areas
• Diploma (or equivalent work experience)

Starting pay $22.50, based on experience, education, skills, and training.

What AmeriLife Offers

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.