Client Services Specialist

Posted 2 Days Ago
Be an Early Applicant
Roseville, CA, USA
In-Office
Mid level
Insurance
The Role
Provide client and administrative support for agents, marketers, and carriers. Manage customer relationships, communicate project status, perform advanced data entry, analyze business requirements, and coordinate project deliverables with cross-functional teams.
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

SUMMARY / JOB PURPOSE:
This person should have an in-depth knowledge of the specific job function. This person will be innovative, multi-skilled with exceptional communication skills, attention to details and provide administrative support as needed.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Support and align efforts to meet customer and business needs.
  • Manage customer relationships and expectations by developing a communication process to keep others up-to-date on project results.
  • Stay current with customer needs and strategies using formal and informal written communication methods.
  • Advance data-entry skills with other administrative support as needed.
  • Demonstrated fluency in business processes and process differentiation.
  • Ability to analyze and synthesize business requirements, including recognizing patterns and conceptualizing processes.
  • Meet with project team regularly to review project deliverables and deadlines.

QUALIFICATIONS:

  • Bachelor’s degree in business, marketing, IT, finance, economics, related field or experience in lieu of degree.
  • Ability to learn and understand complex concepts, practices and procedures of the insurance and financial industry.
  • Superior time management and verbal communications skills.
  • Adept in working with many different groups of people, at different levels of the organization, to achieve common goals.
  • Capable of working in multiple projects simultaneously with limited supervision.
  • Advance Microsoft skills.
  • Attention to detail.

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

  • Bachelor's degree in business, marketing, IT, finance, economics, related field or experience in lieu of degree
  • In-depth knowledge of the job function and ability to learn complex insurance and financial industry concepts
  • Advanced Microsoft skills (e.g., Microsoft Office, Excel)
  • Advanced data-entry skills
  • Superior time management and verbal communication skills
  • Ability to work with multiple groups and at different organizational levels
  • Ability to manage multiple projects simultaneously with limited supervision
  • Strong attention to detail

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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