AmeriLife

Manager

• Manage Advanced Case Design
• Analyze client needs, research product options, and create tailored solutions to meet clients’ financial goals.
• Run illustrations, and prepare quotes and proposals for Advisors
• Represent our portfolio of insurance products knowledgeably and effectively
• Provide technical information to advisors on advanced marketing concepts and case design strategies
• Offer expert perspective in client point-of-sale meetings, showcasing advanced case designs
• Drive Sales and Retention of New Advisor and Corporate Relationships
• Share business-building ideas and strategies with Financial Advisors through the facilitation of book of business review meetings
• Develop new business with recruited advisors across various insurance products.
• Attend industry events, facilitate education, and recruit new advisors
• Meet Call Activity expectations and monthly sales goals
• Set and work towards achieving personal revenue goals for overall company growth
• Collaborate with other business partners to align activities and plans for the given region and its advisors
• Develop collaborative quarterly business plans

Brokerage Manager

Account Manager

• Serve as the dedicated advisor and lead liaison for high-revenue Gordon Marketing affiliates.
• Provide expert guidance across the product portfolio.
• Actively assist key accounts in agent recruitment strategies, sales coaching, and localized marketing efforts.
• Manage high-level carrier relationships.
• Design and deliver high-impact training sessions for agency principals and their downline agents.
• Partner with the administrative and operations teams.
• Maintain a rigorous cadence of reporting to Executive Management.

Key Account Representative

Administration

• Provide excellent customer service and meet expected goals
• Deliver presentations and product demonstrations
• Negotiate contracts with potential clients
• Determine pricing schedules for quotes, promotions, and negotiations
• Prepare weekly and monthly reports
• Promote company programs
• Visit clients to evaluate needs or promote products and services
• Maintain client records
• Answer client questions about credit terms, products, prices and availability.

Policy Administration Representative

Recruitment

• The selected individual will be charged with the growth and expansion of our national agent footprint through a telephone recruiting campaign.
• If you thrive on achieving goals, have exceptional phone skills and possess high energy, then this position is for you!
• The selected candidate will be responsible for the recruiting of new Medicare, Health & Life insurance agents.

Recruiting Specialist

Customer Retention Specialist

• Answer inbound calls and assist Medicare house accounts without assigned agents.
• Provide basic Medicare policy information and guide clients through plan updates or changes.
• Support retention through inbound and outbound calls, ensuring client satisfaction.
• Build rapport and deliver professional, solution-focused service on every call.
• Accurately enter and update client and company records.
• Respond promptly to emails and follow up on client inquiries.
• Perform administrative tasks such as data entry, and other tasks as needed.
• Help maintain efficient, organized office operations and a positive client experience.

Retention Specialist

Customer Support

• Serve as a liaison to our Medicare advisors.
• Provide day-to-day support for quoting, application submissions, carrier systems, and compliance questions in partnership with Sales Representatives to ensure accuracy of work product.
• Support onboarding and training of new advisors, including CMS certification guidance and implementation of advisor marketing strategies.
• Troubleshoot issues related to enrollments, commission tracking, and carrier communications, with effective communication and partnership with key stakeholders.
• Provide guidance and resources to advisors during Annual Enrollment Period (AEP) and other key sales windows.
• Assist with new carrier and/or FMO onboarding and provide ideas for enhancements as appropriate to KAFL leadership.
• Help KAFL’s direct-to-consumer Medicare sales reps with scheduling and tier 1 customer service inquiries.
• Additional duties/responsibilities may be assigned by leadership.

Medicare Support Specialist

• Assess medical records for new business applications
• Collaborate with clients, advisors, and internal teams
• Make informed underwriting decisions
• Maintain accurate records and ensure compliance

Medical Case Manager

Insurance

• Build a best-in-class contracting engine capable of onboarding high-volume agencies efficiently
• Manage carrier appointment submissions and approvals
• Ensure licensing compliance across all states
• Develop standardized onboarding workflows for agencies
• Implement digital contracting systems and automation tools
• Serve as operational liaison to carrier contracting departments
• Negotiate onboarding processes and escalation protocols
• Maintain carrier grid accuracy and hierarchy integrity
• Protect top-level contract positioning
• Ensure all contracting aligns with state DOI requirements
• Maintain E&O verification tracking
• Oversee AML, anti-rebating, and suitability compliance processes
• Audit contracting structures to protect override streams
• Implement CRM and contracting tracking dashboards
• Develop KPI metrics including time-to-contract, error rates, approval cycle time, and licensing lapse risk
• Create SOP documentation for scalability
• Hire and manage contracting support staff as needed in the future
• Develop performance standards and accountability metrics
• Train agencies on onboarding expectations and compliance requirements

Head of Life Insurance – Annuity Contracting

Sales Development Rep

• Support program strategies that support business objectives, distribution partnerships and sales growth as directed by leadership.
• Schedule and maintain calendar of program events.
• Coordinate program logistics including but not limited to; booking venues, reviewing contracts, printing materials, communication to attendees, training calendars, enrollment records, attendance tracking, facilitator guides, digital resources, post-training documentation.
• Serve as primary point of contact for learners, trainers, and sales leaders regarding program requirements and logistics.
• Create communications and communications plans to promote and market programs to internal Wholesalers while garnering feedback for opportunities for continuous improvement.
• Maintain program feedback and effectiveness data to generate reports and insights to share with leadership.
• Build and enhance presentations and training materials.
• Ensure all programs adhere to regulatory requirements and company policies.
• Maintain accurate and thorough documentation for audits and compliance reviews.
• Additional duties as assigned by leadership.