
1001 - 5000 employees
Founded 1973
🏥 Healthcare
💼 Consulting
💸 Finance
💰 Secondary Market on 2022-06
Healthcare • Consulting • Finance
AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
🔥 1 hour ago
🏈 Alabama, Connecticut, +15 more states – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💝 Customer Support
👻 Ghost score 11%
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1001 - 5000 employees
Founded 1973
🏥 Healthcare
💼 Consulting
💸 Finance
💰 Secondary Market on 2022-06
Healthcare • Consulting • Finance
AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
• Handle customer and internal inquiries primarily by phone • Research information and resolve customer issues • Respond accurately and promptly to applicants, policyholders, agents, and medical providers • Use internal systems, web-based software, CRM, and telephony systems • Document and maintain customer and business information through accurate data entry • Apply product knowledge, policies, procedures, and resources to determine resolutions or next steps • Identify requests requiring escalation, route them appropriately, and complete follow-up • Maintain knowledge of company products, policies, procedures, and processes • Manage challenging interactions, de-escalate concerns, and escalate when necessary • Maintain concise, factual documentation of customer interactions and actions taken • Protect confidential information and comply with HIPAA, PHI, and company requirements • Meet Customer Care quality and performance standards while contributing to a positive customer experience and collaborative team environment
• Excellent verbal and written communication skills • Strong problem-solving and decision-making abilities • Empathetic and patient; able to handle challenging situations • Customer-focused mindset • Ability to multitask in a fast-paced environment • High School Diploma or equivalent • Proficiency using computer systems and software • 3–5 years of customer service experience • Call center experience preferred • Previous experience in insurance operations, customer service, or insurance agency/call center preferred • Ability to learn and apply complex insurance-industry concepts, products, and business processes • Strong attention to detail and accuracy • Strong active listening, critical-thinking, and de-escalation skills • Strong computer skills, accurate data entry, Microsoft Office, and basic spreadsheet functions • Reliable high-speed internet connection • Secure access to company systems and compliance with information security, privacy, and data protection requirements • Confidential, quiet, secure, professional home workspace • Ability to maintain a suitable professional workstation • Background check required
• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance • Company-provided computer, headset, required software, and systems
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