Remote 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

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