AmeriLife

Compliance

• Act as compliance liaison for assigned areas and assist with creating a culture of compliance through training, engagement and providing consistent feedback on compliance standards.
• Responsible for the identification, analysis, communication and resolution of advertising deficiencies, lead generation practices, agent conduct, and other compliance issues for assigned areas.
• Review life insurance and annuity marketing material for compliance with applicable regulations.
• Assist in the creation, implementation, and maintenance of compliance policies, procedures and educational material.
• Work with internal and external partners on vetting and implementing compliance and business initiatives.
• Participate in compliance projects, such as onboarding new technology, and serve as backup to other functions as needed.

Senior Compliance Analyst

Recruitment

• recruit agents via phone to either get contracted or move their existing contract to our firm
• achieve benchmark goals and quotas
• build value quickly and set appointments for further conversations with MCC sales staff
• work collaboratively and efficiently as a team member

Recruiting Specialist

Operations

• Manage cross-functional teams, vendors, budgets, timelines, and executive stakeholder expectations.
• Create sophisticated project plans that enable predictable delivery.
• Establish program scope, objectives and key results for both internal and external technical and business groups on a project by project level
• Apply the appropriate delivery methodology (Waterfall, Agile, or Hybrid) based on project needs.
• Ensure individual project plans are comprehensive and cohesive, augmenting where needed and directing changes as applicable
• Maintain forward‑looking project documentation, including RAID logs and resource forecasts.
• Develop and manage to a detailed program roadmap and plan; drive execution; and track progress
• Oversee the management of cross-functional teams, vendors, budgets, timelines and executive stakeholder expectations across the program
• Ensure all changes follow established governance, change management, and release processes.
• Apply appropriate project management methodologies (Waterfall, Agile, or hybrid) to ensure consistent and successful delivery
• Report program status and escalate issues to leaders as needed
• Establish and maintain relationships with stakeholders in order to effectively communicate program progress, issues and risks
• Demonstrate and nurture accountability, transparency, and delivery excellence
• Mentor and coach project managers

Portfolio Manager, Health and Wealth Distribution Operations

Insurance

• Lead clients through discovery, including personal or business needs and goals, current financial status, be able to articulate identified gaps and opportunities, and describe solutions including life, long term care and disability income insurance to meet client needs.
• Manage daily activities and drive sales activity and pending business.
• Handle incoming calls directly from referral sources, and to be available for pre-set calls with clients and their Advisors.
• Complete insurance applications and take responsibility for following cases thorough the underwriting process.
• Explain to clients and advisors how various insurance products work, the differences between product types, and their advantages.
• See all sales activity through towards product purchase.
• Be knowledgeable in positioning life insurance in the financial planning process, including advanced estate planning strategies, ILIT's, Special Needs Trusts, positioning life insurance as an asset class, policy loans, taxation of life insurance, annual and lifetime gifting, wealth transfer/maximization strategies and utilizing life insurance in the business planning process to include executive benefits.
• Have a complete understanding of the underwriting process and the role within it.

Senior Insurance Strategist

Sales

• Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.
• Provide product and carrier information to the producer groups as well as internal staff.
• Maintain detailed product and financial knowledge on all carriers.
• Develop a working knowledge of important software packages (internal and carrier).
• Run appropriate illustrations based on knowledge of the competitive life insurance environment.
• Provide producers with illustrations and other marketing materials they may need.
• Proactively follow-up on all presale activity.
• Document requested illustrations for sales follow-up utilizing a CRM system.
• Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training.
• Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time.

Sales Support Associate

• Lead change management strategy supporting Operational and IT initiatives impacting the marketer and agent experience as well as the onboarding of organizations into the Contracting and Commissions Center of Excellence
• Serve as the primary change leader for major operational transformation and technology programs embedding change management into delivery lifecycles across core platforms, workflows, data and vendor implementations
• Design and scale standardized change methodologies, tools and practices that support consistent adoption across business units while meeting SOX-sensitive, regulatory, and audit requirements
• Partner with Operations, IT, Finance, Service Delivery and Distribution stakeholders to assess organizational impacts, translate complex changes into role-based adoption plans, and drive user readiness
• Translate complex technology and process changes into clear, role‑based impacts and adoption plans
• Lead organizational transition from federated to standardized operating models within the Contracting and Commissions CoE, addressing impacts across agent onboarding, hierarchy management, incentive compensation, commission process, and service delivery
• Advise executive sponsors and senior leaders on change readiness, adoption risks, and mitigation strategies
• Develop and oversee integrated communication and training strategies that clearly articulate the purpose, scope, and expectations of change, ensuring message and learning are timely, practical, and audience-appropriate
• Define adoption metrics, behavioral indicators, and value realization outcomes, applying reinforcement strategies and lessons learn to continuously mature change capabilities

Senior Director, Operations – Transformation Change Management

Underwriter

• Personally manage a pipeline of complex, high-value, and non-standard life insurance and annuity cases from submission through policy issuance and in-force status.
• Navigate advanced underwriting scenarios including impaired risk cases, large face-amount policies, non-medical limits, table ratings, flat extras, and exclusions.
• Conduct detailed application reviews for completeness, accuracy, and regulatory compliance; identify and resolve NIGO issues before submission to minimize delays.
• Order and coordinate paramedical exams, Attending Physician Statements (APS), lab work, and doctor records; proactively follow up to keep cases on track.
• Submit applications to carriers and actively manage daily case status across multiple carrier portals and through direct underwriter communication.
• Once policies are issued and received, ensure proper scanning to file, policy delivery to the agent, and complete documentation in all internal systems.
• Manage cases end-to-end from initial submission through placement, in-force status, and commission payment.
• Serve as the primary escalation point for the Life & Annuity team on complex, stalled, or problematic cases requiring senior-level intervention.
• Analyze and resolve NIGO issues with precision and urgency, communicating clearly with agents and carriers to obtain outstanding requirements.
• Facilitate informal underwriting pre-screening and field underwriting consultations on behalf of agents prior to formal application submission.
• Advocate on behalf of agents with carrier underwriters to pursue favorable underwriting decisions, reconsiderations, and appeals where appropriate.
• Identify patterns in NIGO or case delays and recommend process improvements or agent education to reduce recurring issues.
• Serve as the dedicated liaison for Gordon Marketing's key agent accounts, providing elevated, high-touch support throughout the new business process.
• Build and maintain deep, trusted relationships with top-producing agents, carrier case managers, regional sales directors, and underwriters.
• Proactively communicate case status updates, requirement notifications, and policy delivery timelines to key account agents.
• Monitor key account pipeline health and proactively flag at-risk cases or potential lapse situations to agents and management.
• Function as an internal subject matter expert and go-to resource for the Life & Annuity team on complex products, carrier guidelines, and underwriting requirements.
• Provide guidance and informal mentorship to junior processors on case handling, carrier communication, and problem resolution.
• Attend and participate in carrier training sessions and webinars; share relevant product and underwriting updates with the broader team.
• Scour carrier websites for direct-submit life and annuity policy options and communicate findings to team members and management.

Life and Annuity Advanced Underwriting Specialist – Key Accounts Lead

Account Manager

• Independently manage a block of business, including renewals, onboarding of new accounts, and benefit changes.
• Serve as a primary point of contact for brokers and clients within the life and disability insurance space.
• Ensure timely and accurate processing of benefit updates, especially during annual review cycles.
• Coordinate add-ons for newly eligible employees and ensure accurate data entry and carrier communication.
• Handle a large portfolio of client groups, requiring ongoing follow-up and prompt resolution of requests.
• Generate and manage over $1 million in annual revenue through effective client relationship management.
• Analyze and manipulate data to support internal reporting and guide client decision-making.
• Collaborate cross-functionally to ensure seamless service delivery and issue resolution.
• Maintain accurate records and documentation in compliance with company and industry standards.

Manager

• Manage cross-functional teams, vendors, budgets, timelines, and executive stakeholder expectations.
• Create sophisticated project plans that enable predictable delivery.
• Establish program scope, objectives and key results for both internal and external technical and business groups on a project by project level.
• Apply the appropriate delivery methodology (Waterfall, Agile, or Hybrid) based on project needs.
• Ensure individual project plans are comprehensive and cohesive, augmenting where needed and directing changes as applicable.
• Maintain forward‑looking project documentation, including RAID logs and resource forecasts.
• Develop and manage to a detailed program roadmap and plan; drive execution; and track progress.
• Oversee the management of cross-functional teams, vendors, budgets, timelines and executive stakeholder expectations across the program.
• Ensure all changes follow established governance, change management, and release processes.
• Apply appropriate project management methodologies (Waterfall, Agile, or hybrid) to ensure consistent and successful delivery.
• Report program status and escalate issues to leaders as needed.
• Establish and maintain relationships with stakeholders in order to effectively communicate program progress, issues and risks.
• Demonstrate and nurture accountability, transparency, and delivery excellence.
• Mentor and coach project managers.

Portfolio Manager – Enterprise Transformation

• Discuss needs with clients and advisors of accounts supported by Crump’s Financial Institutions channel
• Manage daily activities and drive sales activity and pending business
• Handle incoming calls directly from referral sources
• Complete insurance applications and take responsibility for following cases through the underwriting process
• Explain to clients and advisors how various insurance products work and describe solutions to meet client needs
• Explain the basics of estate planning, business planning, asset leveraging, and insurance planning including handling 1035 exchanges

Insurance Strategist

Accountant

• Independently perform or coordinate a variety of advanced accounting activities
• Coordinate accounting, reporting processes and workflow of other team members
• Oversee the complete and accurate maintenance of assigned accounting records and the preparation and compilation of financial reports and information
• Assist with GAAP and regulatory reporting for assigned business unit or division and perform other related accounting tasks and analyses
• Provide leadership and mentoring for less experienced team members, including the review and approval of work of other team members
• Prepare or review journal entries and monitor assigned account activity to accurately record Truist Insurance Holdings’s financial transactions in accordance with GAAP and internal accounting policies
• Compile and maintain necessary supporting documentation
• Complete or review and approve reconcilements for assigned general ledger accounts in accordance with corporate reconcilement policies and standards
• Research and resolve items as necessary
• Maintain adequate supporting documentation
• Coordinate the design, implementation and documentation of accounting and reporting process workflow and controls for assigned accounts and subsidiary accounting systems (which may include spreadsheets, databases or applications), including reconcilement controls
• Recommend control refinements as products, processes, GAAP, regulatory reporting requirements or corporate policies change
• Review and update policies and procedures for compliance with governmental regulations and corporate policies and standards
• Coordinate development of new accounting processes and procedures as needed
• Prepare and interpret more complex reports and analyses related to various aspects of the company’s financial performance, internal control compliance, budget or forecast variances, etc.
• Prepare variance analysis reports and explanations for assigned general ledger reports
• Respond to inquiries and provide analysis of financial information
• Ensure complete data capture and accurate and timely submission of assigned management, regulatory and financial reports and analyses
• Maintain corporate and/or subsidiary accounting systems, which may range from simple spreadsheets to more complex databases
• Assist in the development and testing of economic models
• Maintain a working knowledge of applicable GAAP concepts
• Build expertise related to assigned area of responsibility
• Coordinate applicable responses for internal or external audits and examinations
• Collaborate with Accounting Policy, as applicable, related to responses to external and regulatory requests

Senior Accountant

Financial Planning and Analysis

• Ensure that all commission money payable to AmeriLife Benefit entities for insurance products and other value-added services is collected and distributed to brokers per contractual agreements.
• Enter commission statement data into established commission database for accurate and timely processing.
• Perform reconciliation of inbound and outbound commission payments.
• Research and respond to broker inquiries.
• Other special financial projects as assigned.
• Additional duties include data input of distribution models and analyzing revenue results and trends.
• Maintain and distribute ad-hoc reports and models as needed.
• Collect, analyze and validate data from various data points.
• Identify trends in data.
• Work collaboratively with managers and other teammates to collect data, ensuring reporting is accurate, timely, and of high quality.
• Integrate data from multiple data sets into relevant systems for report publication.
• Accounts payable and receivable clerk duties.
• Data entry within Microsoft Excel.

Distribution Financial Planning & Commissions Analyst

• Build, grow, and deepen relationships with independent agents and financial advisors
• Identify and engage life insurance–friendly producers aligned with advanced planning strategies
• Partner with advisors to position and implement life insurance solutions
• Serve as a consultative resource for planning concepts, case design, and strategy positioning
• Maintain a structured approach to pipeline management, activity tracking, and follow‑up
• Collaborate with internal teams to drive cases from concept through placement
• Operate with ownership and accountability in managing relationships, opportunities, and results

Lead Life Insurance Sales

Data Engineer

• Build and maintain PySpark pipelines in Databricks
• Develop scalable data ingestion and transformation workflows
• Implement data validation and quality checks
• Optimize Spark workloads and processing performance
• Work closely with architecture and analytics teams

Senior Data Engineer – PySpark

• Design and build scalable Databricks data pipelines
• Develop ETL/ELT pipelines using PySpark
• Implement data ingestion and transformation frameworks
• Optimize Spark workloads for performance and scalability
• Establish engineering standards and mentor engineers
• Collaborate with architecture and analytics teams to enable data products