Contracting Specialist

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Clearwater, FL
In-Office
Insurance
The Role

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

AmeriLife is in the midst of an exciting and significant transformation of its operational infrastructure to better serve the evolving needs of its stakeholders across the country. As such, we’re looking for a Contracting Specialist to help us continue pushing our ambitious roadmap forward.

The Contracting Specialist is a key contributor to the success of the contracting area and the business they support throughout the organization. This person must be well organized, able to work with various insurance carrier representatives as well as partner with internal operations and key stakeholders simultaneously. This opportunity is eligible for a hybrid work structure after training.

Job Description

Our Company 

AmeriLife’s strength is its mission: to offer insurance and retirement solutions to help people live longer, healthier lives. By putting its mission into practice, AmeriLife has become recognized as a national leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees. For more than 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 200,000 insurance agents and advisors, over 50 marketing organizations, and nearly 50 insurance agency locations.  

Job Summary 

AmeriLife is in the midst of an exciting and significant transformation of its operational infrastructure to better serve the evolving needs of its stakeholders across the country. As such, we’re looking for a Licensing Specialist to help us continue pushing our ambitious roadmap forward.  

 

The Licensing Specialist is a key contributor to the success of the licensing and contracting area and the business they support throughout the organization. This person must be well organized, able to work with various insurance carrier representatives as well as partner with internal operations and key stakeholders simultaneously.  

 

Job Description 

Duties/Responsibilities 

  • Process contracts for licensed insurance professionals 

  • Conduct agent or marketer outreach to resolve licensing and contracting open issues 

  • Monitor exception reports, research solutions and address exceptions as needed 

  • Ensure commission and hierarchy levels match contracts for agents, agencies, and carriers 

  • Effectively communicate with internal and external stakeholders to ensure agency and affiliate satisfaction 

  • Integrate new agency and affiliate partners through onboarding intake calls, required paperwork processing, and associated processes  

  • Assist with direct agent onboarding 

  • Perform duties within required service level agreement terms and performance requirements including timeliness, productivity and quality 

  • Utilize established performance management systems and processes 

  • Solve Salesforce cases as assigned 

  • Actively participate in team planning and process improvement activities 

  • Engage Carriers and External Partners to efficiently resolve licensing issues 

  • Fulfil Agent Release Requests as needed 

  • Other duties as assigned 

 

Qualifications 

  • High School Diploma required; Bachelor’s degree preferred 

  • Self-starter with ability to learn quickly 

  • Highly skilled in attention to detail 

  • Excellent organizational, communication and time management skills 

  • Positive approach to taking initiative and creative problem solving 

  • Proficient user of Microsoft Office Suite or similar (Excel, Word, PowerPoint) 

  • Financial Services industry experienced preferred 

 

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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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