AmeriLife

Business Analyst

• Reviews, analyzes and evaluates complex business processes, data and stakeholder needs.
• Initiates business process improvements across a wide range of processes, commissions systems and business areas.
• Resolves highly involved issues escalated by business teams or stakeholders.
• Manages and successfully delivers projects of moderate complexity.
• Defines scope, objectives and business requirements for projects.
• Assist in defining and designing process solutions to complicated business problems.
• Implements, modifies, improves and maintains business processes and procedures.
• Partner with stakeholders and team members to identify, document, assess and prioritize business needs.
• Completes process documentation and standard operating procedures, provides training and performs quality reviews for the commissions processes.
• Provides user acceptance testing support to project implementations.
• Prepare proposals to develop new processes, commissions systems and/or operational changes.

Business Process Analyst

Sales

• Contact clients to assist and determine needs
• Handle inbound phone calls
• Quote, present, and close sales
• Meet sales and productivity goals
• Provide a positive customer experience
• Recommend plans and enroll clients online
• Specialize in Medicare Supplements, Medicare Advantage and Prescription Drug Plans
• Assist seniors in determining plan options to meet financial, health, and lifestyle needs

Sales Agent

Accountant

• Responsible for accurately recording and tracking revenue and expenses of the business.
• Monitor and reconcile commission receivables by policy, producer, and carrier.
• Determine commission amounts due to producers and pay based on established schedule.
• Use carrier commission statements, carrier & internal production reports and internal contract documents as inputs.
• Prepare analyses such as relationship profitability, agent penetration, and carrier profitability.
• Maintain carrier compensation grids.
• Support calculation and payment of agent commissions in coordination with Finance and Payroll.
• Balance various external and internal accounts.
• Create and coordinate financial and production reports for performance tracking and reporting.
• Review and provide input into financial analyses on company performance with supervisor and team.

• A Licensed Sales Agent (LSA) at AmeriLife sells insurance policies via outbound and inbound calls
• Learn and comply with all federal & state legal requirements and standards
• Dependable, providing good attendance and schedule adherence
• Work well with others during conversations, projects, meetings or other collaborations (teamwork)
• Learn and effectively leverage product knowledge, telephony system and customer relationship management software (CRM)
• Provide a consistent and exceptional customer experience through oral and written communication
• Show genuine care by effectively probing to understand prospective customers' insurance coverage needs
• Actively listen and effectively answer questions, handle objections and verify information
• Help consumers shop for a policy that is affordable and meets their insurance coverage needs
• Organized and prepared to achieve sales goals and meet customer service & compliance standards