AmeriLife

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.

Sales

• 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