AmeriLife Benefits Overview

Processes annuity new-business requests for financial professionals, applying knowledge of insurance carriers, products, websites, procedures, and regulations. Provides proactive customer service, education, and communication while maintaining quality and productivity standards. Builds relationships with producers, communicates operational changes, resolves issues, and uses sound judgment to support customers and business partners. The role also requires familiarity with third-party platforms such as FireLight, SureLC, and RegEd.

Drives insurance sales by building relationships with producers, recruiting and developing agents, promoting products and marketing campaigns, supporting complex illustrations, and meeting team sales goals. The role proactively manages agent accounts, coordinates with sales and operations teams, develops expertise in insurance products and underwriting, and uses client management systems to manage the sales process.

Supports strategic partnerships with insurance carriers, broker-dealers, and internal stakeholders. Coordinates business plans, cross-functional initiatives, timelines, deliverables, communications, and executive updates. Researches industry and competitor trends, analyzes sales and partnership data, develops dashboards and reports, and tracks marketing and partnership effectiveness to support growth, retention, and partner satisfaction.