Career Business Analyst

Posted 4 Hours Ago
Clearwater, FL, USA
In-Office
Entry level
Insurance
The Role
Collects and organizes data from CRM and other company sources, analyzes trends and outliers related to production, recruiting, sales and finances, creates scheduled reports, highlights issues and recommends solutions, and presents visual findings to management. Supports cross-department collaboration and performs related duties as assigned.
Summary Generated by Built In

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

Duties/Responsibilities
[The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.]

  • Collects and organizes specified data from various sources, which may include Career subject matter experts, CRM reports, agency business plans, leads, sales and budgetary reports and other company resources.
  • Review collected data for trends and outliers present to Career management highlighting production, recruiting, sales, earnings/profits, contest results or other specified parameters and results.
  • Identifies potential items and offers suggestions to resolve issues identified by data analysis.
  • Creates detailed reports of data and analytical findings as scheduled (monthly, quarterly, annually) and clearly communicates them to management.
  • Performs other related duties as assigned.

Qualifications
Minimum Job Requirements

  • Associates degree in business and or related experiences
  • Knowledge of the insurance industry and terms
  • Prior experiences in data review and analysis

Knowledge, Skills, and Abilities

  • Adept with basic research methods.
  • Ability to think analytically.
  • Mastery of basic math and statistics.
  • Proficient in Microsoft PowerPoint and other presentation-style platforms.
  • Ability to create visual descriptions of findings and present them to staff at varying levels in the organization.
  • Ability to work independently.
  • Ability to collaborate with the managerial staff of various departments.
  • Excellent organizational skills.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.


Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].


Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.


Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.


Skills Required

  • Associates degree in business or related experience
  • Knowledge of the insurance industry and terminology
  • Prior experience in data review and analysis
  • Adept with basic research methods
  • Ability to think analytically
  • Mastery of basic math and statistics
  • Proficient in Microsoft PowerPoint and presentation platforms
  • Ability to create visual descriptions of findings and present to varied audiences
  • Ability to work independently and collaborate with managerial staff
  • Excellent organizational skills

AmeriLife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AmeriLife and has not been reviewed or approved by AmeriLife.

  • Strong & Reliable Incentives Incentive structures offer uncapped commission and performance bonuses that can scale earnings for high producers. Compensation can be attractive for roles that consistently generate sales.
  • Healthcare Strength Corporate roles include major medical, dental, and vision coverage, with recent additions such as expanded mental‑health sessions. Coverage is positioned as competitive and is viewed positively in several instances.
  • Leave & Time Off Breadth Time‑off programs include generous PTO, paid maternity benefits, and dedicated volunteer time off. Wellness resources are highlighted alongside leave options for eligible roles.

AmeriLife Insights

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The Company
HQ: Clearwater, FL
1,001 Employees
Year Founded: 1971

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.

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