Teams at AmeriLife

Support TruChoice strategic partnerships by coordinating business plans, managing cross-functional projects, tracking deliverables, analyzing sales and partnership data, preparing executive updates, and driving partner growth, retention, and satisfaction.

Manage contracting and licensing for insurance agents and agencies: process contracts, resolve licensing exceptions, ensure commission and hierarchy accuracy, onboard agencies and agents, communicate with carriers and stakeholders, handle Salesforce cases, and meet SLA performance targets.

Drive new and existing business for premium financing with high-net-worth clients and advisors. Coordinate multi‑million-dollar case management with underwriting, illustrations, carriers and lenders. Prospect, close deals, run analytical reviews of illustrations, provide sales support, resolve client issues, and represent the firm at marketing events and conferences.