Operations Support Specialist

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 one of the leading FMOs in the insurance industry, helping agencies scale their businesses, streamline operations, and create long-term value. Our team supports thousands of agents through onboarding, licensing, carrier relationships, and operational services that allow agencies to focus on growth. We believe strong operations, accurate data, and exceptional support are the foundation of a successful organization, and we're looking for team members who share that mindset.
Overview
We are hiring an Operations Support Specialist to support our growing operations team. This role combines agent support, onboarding, licensing, and carrier operations with a strong focus on data management and reporting. The ideal candidate is highly organized, detail-oriented, and comfortable working with large datasets while managing multiple priorities.
This position plays a key role in ensuring agents are successfully onboarded, licensed, appointed, and supported while maintaining accurate operational records across multiple systems.

Job Description

Key Responsibilities

• Serve as a primary point of contact for agent onboarding and operational support requests.
• Manage and resolve support tickets related to onboarding status, platform access, enrollment issues, login concerns, and account setup.
• Review and investigate RTS (Ready-to-Sell) status discrepancies across multiple carriers and guide agents through resolution.
• Collaborate with internal teams to submit escalations and track resolutions.
• Collect, verify, and maintain agent information, licensing documentation, and onboarding records.
• Format, clean, and organize carrier and agent data to meet internal standards and system requirements.
• Verify agent data accuracy, including NPNs, writing numbers, appointed states, and agent classifications.
• Process and track carrier roster submissions with consistency and attention to detail.
• Maintain organized documentation within OneDrive and SharePoint.
• Perform extensive data management and reporting using Microsoft Excel.
• Assist with operational reporting, data quality initiatives, and process improvements.
• Support carrier appointment and licensing workflows while maintaining accurate compliance records.

Qualifications

• 1–3 years of administrative, operational, or data-focused support experience; insurance or healthcare experience preferred.
• Advanced Microsoft Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, data cleaning, validation, and reporting.
• Experience with Sunfire is a plus.
• Familiarity with ticketing systems such as GoHighLevel, Jira, or similar platforms is a plus.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities while maintaining a high level of accuracy.
• Self-starter with strong ownership and follow-through.

Benefits

• 401(k) Matching
• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off

Job Type: Full-Time
Work Location: In Person

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.