New Business Associate

New Business Support Specialist

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

The New Business Support Specialist provides essential support to our financial professionals, Broker-Dealers, and other stakeholders by assisting with customer service requests and operational tasks related to new business processing. Under direct supervision, this role helps ensure a positive service experience by following established procedures and learning industry platforms and products. This is a great opportunity for someone early in their career looking to build experience in financial services and operations.

Job Description

Key Responsibilities :

Service & Support (70%)

• Respond to routine inquiries from financial professionals and internal team members with accuracy and professionalism.
• Use internal systems and carrier platforms to track, follow up, and update application and case statuses.
• Meet established service goals such as response time, accuracy, and completion deadlines.

Relationship Support (25%)

Learning & Development (5%)

Required Skills & Competencies

Education & Experience