
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.
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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.
• Act as the primary point of contact for agency partners and downlines adopting EIG's CRM, reporting, and platform tools • Design and deliver live and documented training programs for standardized processes • Identify inconsistent or inefficient processes and drive standardization through documented workflows • Build feedback loops with agency partners to prioritize fixes and enhancements • Develop and maintain a central library of sales resources, including playbooks, marketing plan templates, carrier RTS/SEP guides, and targeting materials • Administer the GoHighLevel CRM environment, including sub-account structure, permissions, pipelines, and automations • Manage and troubleshoot integrations such as call tracking, lead sources, and webhooks • Reconcile CRM usage and billing against agency/sub-account activity • Build and maintain automated workflows • Own recurring reporting pipelines and ensure timely, accurate, audit-ready output • Ensure reporting accuracy across production, persistency, accretion, and compliance metrics • Translate carrier, CRM, and platform data into decision-ready reporting • Maintain and extend Elite Intelligence reporting and business intelligence modules • Oversee EIG's technology stack, EnrollHere account creation and training, and third-party integrations • Manage external vendor and development-resource relationships • Maintain data integrity standards across systems • Support compliance-related data and case management needs
• 5+ years in a CRM administration, business systems, data/reporting, or agency/partner training leadership role • Experience ideally within insurance, financial services, or a multi-location/franchise-style organization • Hands-on administration experience with GoHighLevel or a comparable CRM/marketing automation platform • Advanced Excel/spreadsheet proficiency • SQL or reporting-tool experience strongly preferred • Experience training and supporting a distributed network of partners, franchisees, or downline organizations • Track record of turning ad hoc or inconsistent processes into documented, standardized, repeatable workflows • Strong written and verbal communication skills, including translating technical topics for non-technical agency partners • Ability to operate with significant autonomy and ownership in a fast-moving, builder-operator culture • Medicare Advantage/health insurance industry experience preferred • Familiarity with Sunfire, carrier RTS/enrollment data, or SEP/DST tracking processes preferred • Exposure to React, Node/Express, and PostgreSQL preferred • Experience with call tracking/call center technology preferred • Background screening required upon employment offer
• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance
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