Key Client Specialist

AmeriLife•Maple Grove, MN

3d•Onsite

About The Position

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary Act as first point of contact for General Agency point of sales representative and back office personnel.

Requirements

Ability to work somewhat independently within a teamwork framework
Keyboard and PC proficiency, accuracy and speed.
Ability to learn quickly, both processes and systems
Proficient with analytics
Understanding of privacy regulations, including but not limited to HIPAA and PHI
Knowledge of and compliance with insurance regulations including E&O
Strong customer and interpersonal skills, including written and oral communication and phone presentation.
Dependability and punctuality
High school diploma or equivalent

Responsibilities

Build application records electronically as required for all general agency submitted applications.
Manage paperwork submission from the general agency to the compliance unit for Financial Advisors (FA)
Update records as case progresses, completing follow up to inquiries to and from the general agencies.
Assist with management of SLA and cycle times for all cases
All responsibilities are essential job functions unless noted otherwise.