Client Engagement Representative

AmeriLife • Orchard Park, NY

1d

About The Position

The Client Engagement Specialist will play an essential role in supporting our book of business, assisting and supporting existing clients and new clients building a level of trust and maintaining long term relationships. You will be surrounded by agents and agency owners who really do care and have had much success in building a strong local agency.

Requirements

• Strong technical skills and comfort navigating multiple systems
• Clear, thoughtful, and professional communication
• A service‑first mindset and genuine desire to help people
• High adaptability and initiative—you don’t wait to be asked
• Willingness to roll up your sleeves and support the team wherever needed
• Curiosity, eagerness to learn, and openness to mentorship from industry experts
• NYS Life Accident Health License within 60 days of hire

Responsibilities

• Serve as a trusted support partner for clients throughout their benefits and Medicare journeys
• Deliver proactive, personalized communication that builds deep trust
• Support advisors and internal teams with follow‑through, problem‑solving, and client education
• Help streamline processes and contribute ideas that improve the client experience
• Manage documentation, systems, and client records with accuracy and attention to detail
• Represent the firm’s values of service, compassion, and integrity in every interaction

Benefits

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed