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
Job Description
Schedule:
- Full time
- Monday – Friday
- Hours: 8am-4:30pm with the 30 min lunch
- Overtime may be required during busy season: October - December
Education:
- High school or equivalent (required)
- Additional education is a plus
Experience:
- Administrative Assistant: 2 years (preferred)
- Microsoft Office: 2 years (required)
Required Skills:
- Proficient in Microsoft Office, specifically Excel
- Basic knowledge of QuickBooks
- Familiar with Coupa & WorkDay platforms
Responsibilities:
- Manage a multi-line phone system
- Greet and welcome clients as they arrive at the office
- Faxing new business applications and various other forms
- Enter all business and correspondence into CRM System
- Downloading reports from CRM system and distributing to agents and administrative staff
- Mass mailings
- Maintaining Outlook calendars for agent appointments
- Stocking and ordering all office supplies including Medicare kits
Work Location: In person only; no remote work
Top Skills
What We Do
Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers.
For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.