AmeriLife

Manager

• 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.

Sales Development Program Coordinator

Events

• Plan, design and produce events while managing all project delivery elements within time limits.
• Liaise with internal and external stakeholders to identify their needs and to ensure satisfaction.
• Conduct market research, gather information and negotiate contracts to maximize budgets.
• Propose ideas to improve provided services and event quality.
• Organize and manage all event details such as decor, catering, entertainment, transportation, location, invitee list, special guests, equipment, promotional material, etc.
• Ensure compliance with insurance, legal, health and safety obligations.
• Specify staff requirements and coordinate their activities.
• Manage event budget and task list, ensuring event is completed within budget and on-time.
• Coordinate with communications to promote and publicize event when appropriate.
• Proactively handle any arising issues and troubleshoot any emerging problems on the event day.
• Coordinate with Manager to Conduct pre- and post – event evaluations and report on outcomes.
• Research market, identify event opportunities and generate interest.
• Additional duties and responsibilities as assigned by leadership.

Event Planner Specialist

Account Executive

• Actively participate in and help facilitate agency-hosted Social Security planning workshops (in-person and/or virtual).
• Follow up promptly with workshop attendees to schedule and conduct needs-based consultation appointments.
• Perform thorough fact-finding and suitability analyses with prospective clients.
• Present, recommend, and sell only agency-approved insurance and financial products including but not limited to annuities, life insurance, long-term care solutions, and Medicare-related offerings where licensed.
• Maintain accurate records of all client interactions, applications, and sales in the agency’s CRM and compliance systems.
• Adhere to all state, federal, and carrier compliance requirements, including suitability standards and disclosure obligations.
• Continuously improve product knowledge, presentation skills, and industry expertise through provided training.

Annuity Sales Consultant

Account Manager

• Support the maintenance of strategic accounts in the day-to-day operations
• Maintain and analyze strategic account data and KPIs within CRM system and through report maintenance
• Support the development and execution of strategic plans in partnership with leadership and internal and external stakeholders
• Conduct research on industry trends and competitor activities to support strategic planning
• Maintain strong relationships with internal Wholesalers and insurance carriers and advisors
• Coordinate effective implementation of sales and marketing strategies to support strategic business initiatives
• Proactively identify and resolve client issues, escalating complex matters as needed
• Additional duties and responsibilities as assigned by leadership

Strategic Account Coordinator

Sales

• Collaborate daily with wholesalers, financial professionals, and internal stakeholders to develop and present consultative and customized solutions for complex financial needs, including retirement planning, estate planning, business succession, executive benefits, tax strategies, and charitable giving.
• Present advanced sales strategies, case consultations, and content via webinars, public speaking at industry events and conferences, and telephone support.
• Assist in developing sales ideas, marketing collateral, presentations, whitepapers, and assorted material to promote and position advanced sales strategies and insurance solutions.
• Work closely with sales leaders and wholesalers to train and enhance their understanding of advanced sales strategies.
• Proactively communicate changes in tax law, industry trends, and regulatory developments that affect advanced sales strategies.
• Provide detailed knowledge of life insurance, annuities, and other financial products to financial professionals.
• Build and maintain strong relationships with wholesalers, financial professionals, and key partners to foster long-term trust and collaboration.

Director, Product & Advanced Strategies, Advanced Sales

Human Resources

• Perform configurations for core HCM and supporting modules including but not limited to, Compensation, Benefits, Recruiting, Time Entry / Time Off/ Absence Management, Payroll, and Performance.
• Lead system functionality testing and issue resolution and develop proof of concepts based on business requirements.
• Partner with internal and external stakeholders to create, edit and prepare reports, analytics, and dashboards.
• Create core system elements following our internal HRIS standard operating procedures (SOPs) – including but not limited to cost centers, supervisory orgs, locations, etc.
• Take ownership of data integrity audits in the system and run development reports to give analysis back to functional teams to drive compliance standards for internal HR processes.
• Ensure day-to-day technical tasks are executed in an accurate and timely manner aligned with best practices and standards within Workday.
• Monitor the HRIS team inbox with team and be first point of contact for employee and functional leaders on inquiries and support request.
• Support HR Transformation, project/program management, change management, and process improvement within Workday.
• Provide Tier 1/2 support for all HRIS request by researching and troubleshooting the support tickets, assisting with resolution with manager approval, being a liaison with the requestor.
• Participate actively in the Workday community and serve as the Workday advocate for the organization.
• Stays up to date with industry best practices and emerging technologies related to Workday and HCM systems.
• Work on projects and perform other duties as assigned.