Client Engagement Representative

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

About Us
We are a local Health Insurance Agency whose relationships drive our results. We still believe that customer service is the most important thing we do. We have the opportunity everyday to make a difference and help our clients with their health insurance needs,
We are looking for someone that shares our customer centered mindset, is a team player and thrives on getting the job done.
About the Role
The Client Engagement Specialist will play an essential role in supporting our book of business, assisting and supporting existing clients and new clients building a level of trust and maintaining long term relationships.
You will be surrounded by agents and agency owners who really do care and have had much success in building a strong local agency.

Job Description

What You’ll Do

• Serve as a trusted support partner for clients throughout their benefits and Medicare journeys
• Deliver proactive, personalized communication that builds deep trust
• Support advisors and internal teams with follow‑through, problem‑solving, and client education
• Help streamline processes and contribute ideas that improve the client experience
• Manage documentation, systems, and client records with accuracy and attention to detail
• Represent the firm’s values of service, compassion, and integrity in every interaction

What You Bring

• Strong technical skills and comfort navigating multiple systems
• Clear, thoughtful, and professional communication
• A service‑first mindset and genuine desire to help people
• High adaptability and initiative—you don’t wait to be asked
• Willingness to roll up your sleeves and support the team wherever needed
• Curiosity, eagerness to learn, and openness to mentorship from industry experts
• NYS Life Accident Health License within 60 days of hire

Why You’ll Love Working Here

• Warm, relationship‑driven team culture
• Few layers of management—your work and ideas matter
• Opportunities for ongoing mentorship, learning, and career growth
• A mission grounded in compassion, education, and doing what’s right for clients

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.