
1001 - 5000 employees
Founded 1973
🏥 Healthcare
đź’Ľ Consulting
đź’¸ Finance
đź’° 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.
🔥 19 hours ago
🌲 North Carolina, Pennsylvania – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
🤑 Sales
đź‘» Ghost score 10%
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1001 - 5000 employees
Founded 1973
🏥 Healthcare
đź’Ľ Consulting
đź’¸ Finance
đź’° 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.
• Provide product and carrier information to producer groups and internal staff • Maintain detailed product and financial knowledge across all carriers • Develop working knowledge of internal and carrier software packages • Run appropriate illustrations based on the competitive life insurance environment • Provide producers with illustrations and required marketing materials • Proactively follow up on presale activity • Document requested illustrations for sales follow-up using a CRM system • Participate in internal and carrier training on competitive markets, products, and industry trends • Maintain departmental illustration workflows and service-level agreements for phone and illustration turnaround times • Produce qualified illustrations and provide timely presale support to meet producer objectives
• Effective interpersonal and written communication skills • Ability to provide excellent customer service to internal and external customers • Effective time management skills • Ability to prioritize and accomplish multiple tasks simultaneously • Capable of working independently and in a team environment • Ability to work in a self-directed fashion • Experience with PCs in a Windows environment • Proficiency in Microsoft Office software products • Ability to analyze problems and develop solutions • Ability to communicate with individuals at all levels of the organization • Bachelor's degree or equivalent education, training and work-related experience • Excellent telephone etiquette skills • Maturity, competitiveness, and a good work ethic • Background screening including employment verification, education verification, and criminal history check may be required • Preferred: knowledge of the insurance industry, products, and sales processes
• PTO • Medical insurance • Dental insurance • Vision insurance • Retirement savings • Disability insurance • Life insurance
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