Support Specialist

AmeriLife; Warminster Township (Bucks County); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

PTO

Health benefits

Retirement plan

Life insurance

Job summary

AmeriLife is seeking a bilingual Support Specialist to provide administrative, operational, and customer service support to insurance agents, carrier partners, and internal staff in a fast-paced environment.

You will assist with certifications, enrollments, product information, compliance requirements, and payments inquiries, while maintaining accurate records and coordinating training communications with carriers and agents.

Qualifications

• High School Diploma or equivalent.
• Strong organizational and time-management skills.
• Proficiency in Microsoft Outlook, Excel, and Word.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Bilingual (English/Spanish) is required. Candidates must be fluent in both English and Spanish, with the ability to communicate effectively—both verbally and in writing—with clients and agents.

Responsibilities

• Provide inbound and outbound support to agents regarding certifications, enrollments, and service-related issues.
• Follow up with insurance carriers regarding application and enrollment status.
• Respond to emails from agents, carriers, and internal departments in a timely and professional manner.
• Maintain general knowledge of Medicare products and provide product information and rate quotes.
• Learn and adhere to HIPAA, LIMRA, CMS, and other compliance requirements.
• Notify agents of certifications, webinars, training sessions, and other important updates.
• Coordinate and track agent certification progress.
• Maintain knowledge of company websites, online enrollment tools, and internal databases.
• Order and manage office and agent supplies.
• Support agent inquiries related to commissions and payments.
• Maintain accurate records and assist with reporting and administrative tasks.
• Perform other duties as assigned.

Skills

Organizational skills

Time management

Outlook

Excel

Word

Verbal communication

Written communication

Teamwork

Bilingual English/Spanish

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

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

The Support Specialist provides administrative, operational, and customer service support to insurance agents, carrier partners, and internal staff. This position is responsible for assisting agents with certifications, enrollments, product information, compliance requirements, commission inquiries, and general sales support activities. The ideal candidate is detail-oriented, professional, and capable of managing multiple priorities in a fast-paced environment.

Essential Duties and Responsibilities

• Provide inbound and outbound support to agents regarding certifications, enrollments, and service-related issues.
• Follow up with insurance carriers regarding application and enrollment status.
• Respond to emails from agents, carriers, and internal departments in a timely and professional manner.
• Maintain general knowledge of Medicare products and provide product information and rate quotes.
• Learn and adhere to HIPAA, LIMRA, CMS, and other compliance requirements.
• Notify agents of certifications, webinars, training sessions, and other important updates.
• Coordinate and track agent certification progress.
• Maintain knowledge of company websites, online enrollment tools, and internal databases.
• Order and manage office and agent supplies.
• Support agent inquiries related to commissions and payments.
• Maintain accurate records and assist with reporting and administrative tasks.
• Perform other duties as assigned.

Qualifications

Required:

• High School Diploma or equivalent.
• Strong organizational and time-management skills.
• Proficiency in Microsoft Outlook, Excel, and Word.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Bilingual (English/Spanish) is required. Candidates must be fluent in both English and Spanish, with the ability to communicate effectively—both verbally and in writing—with clients and agents.

Preferred:

• Experience/knowledge in Medicare, health insurance, or financial services.
• Associate degree in Business, Accounting, Finance, or a related field.

Key Competencies

• Professional and articulate communication
• Customer Service Orientation
• Attention to detail and accuracy
• Problem-solving skills
• Ability to manage multiple priorities
• Strong work ethic and reliability
• Quick learner with a positive attitude

This job description is intended to describe the general nature and level of work performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required.

What AmeriLife Offers

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