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Onboarding & Distribution Support

Onboarding & Distribution Support

AmeriLifeClearwater Beach, FL, US
19 days ago
Job type
  • Full-time
Job description

Onboarding & Distribution Support Manager

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 Onboarding & Distribution Support Manager oversees the onboarding of non-proprietary carriers and products, launches new carriers and products to Health and / or Wealth distribution partners, and supports the distribution and maintenance of onboarded carriers and products, acting as a liaison between the carriers and our distribution partners.

Job Description

Key Responsibilities :

  • Functions as a key member of the Product Onboarding team and has a vital role which helps strengthen our carrier relationships and support our distribution partners.
  • Oversees the Senior Onboarding Coordinator and works with Health Distribution to onboard new carriers and products approved by Health distribution leadership
  • Works with the carrier to gather and / or create appropriate sales and marketing collateral to ensure a successful product launch and support product distribution
  • Collaborates with necessary business units to ensure all systems and teams are prepared ahead of new carrier and product launches
  • Facilitates and hosts virtual carrier and product training for distribution partners, helps address any issues related to the carrier, product or distribution, and coordinates and communicates any carrier, product and / or systems updates as a result.
  • Oversees the Database Coordinator and works with carriers to ensure timely and accurate maintenance of sales and marketing collateral and marketer resources
  • Facilitates and hosts carrier at in-person / home office marketer training meetings
  • Ensures distribution partners are kept abreast of changes to onboarded carriers and / or product availability in a timely manner
  • As needed, serve as a member of the Product Development team throughout the development process of proprietary and exclusive products as it relates to onboarding initiatives

Ideal Candidate Characteristics :

  • Collaborative Leader : works effectively across cross-functional teams and builds trust with carriers and distribution partners
  • Execution-Oriented : has a strong sense of ownership and accountability for the overall success of new onboarding projects
  • Strong written & oral communication skills : able to communicate professionally and effectively through email, meetings, etc.
  • Ownership Mentality : committed to delivering high-quality results.
  • Qualifications :

  • Minimum of five years of experience in the insurance industry (carrier onboarding experience a plus!)
  • Experienced in Microsoft Office software products (Outlook, Excel, Word, PowerPoint)
  • Excellent communication and collaboration skills
  • Strong attention to detail and accuracy
  • Ability to identify and analyze issues and develop solutions
  • Effective time management skills, and capable of working independently as well as in a team environment
  • Ability and willingness to support department to accomplish team goals
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