Teams at AmeriLife

Drives territory sales of life insurance and annuity solutions through strategic relationships with financial advisors. Responsibilities include prospecting, advisor training, product and case design support, point-of-sale assistance, and implementing activity plans to achieve production, penetration, and product-diversity goals.

Supports medical and loan underwriting teams by managing insurance cases, ordering exams and physician statements, organizing underwriting files, preparing applications and correspondence, coordinating policy issuance, and tracking renewals and policy service requests. Communicates with clients, brokers, carriers, lenders, and internal teams while maintaining records in Salesforce and SharePoint. Also provides administrative, workflow, data-entry, and relationship support to case managers and underwriting staff.

Executes targeted sales, benefit activation, enrollment, and retention initiatives. Conducts benefit reviews, educates individuals on insurance products, follows up on opportunities, supports provider enrollment alignment, maintains accurate CRM documentation, and manages an assigned pipeline. The role is accountable for conversion, enrollment, retention, activity, and revenue goals while communicating recurring customer barriers to leadership.