Teams at Americo Financial Life and Annuity

Reviews agent contracting applications, conducts compliance checks, processes state appointments and terminations, and manages ongoing licensing and maintenance requirements. The role supports agents, IMOs, and internal stakeholders by ensuring accurate, timely processing related to AML, E&O, continuing education, and regulatory compliance. It also requires frequent communication, careful data entry, prioritization, and independent problem-solving.

Supports treasury accounting operations, including bank reconciliations, cash forecasting, intercompany balancing, month-end accounting, audit documentation, and cash-related financial reporting. Uses Oracle Fusion and ARCS to manage reconciliation workflows, investigate exceptions, maintain controls, and improve treasury processes. Partners with Accounting, Financial Reporting, Investments, Policy Accounting, and system administrators to resolve discrepancies and ensure accurate, audit-ready records.

Supervises a Customer Experience Center team while actively handling customer contacts during high-volume periods. Coaches associates, monitors service quality and performance metrics, manages escalations, supports onboarding, ensures compliance, and coordinates staffing and operational coverage. The role also communicates process updates, tracks performance, and partners with leadership to improve service levels and customer satisfaction.