Case Design Assistant

AmeriLife•Phoenix, AZ

About The Position

The New Business Support Specialist provides essential support to our financial professionals, Broker-Dealers, and other stakeholders by assisting with customer service requests and operational tasks related to new business processing. Under direct supervision, this role helps ensure a positive service experience by following established procedures and learning industry platforms and products. This is a great opportunity for someone early in their career looking to build experience in financial services and operations.

Requirements

Strong attention to detail and organizational skills
Clear verbal and written communication
Customer-focused mindset with a willingness to learn
Ability to follow standard operating procedures and ask for guidance when needed
Computer proficiency and comfort working with digital tools
High school diploma or equivalent required
0–2 years of experience in a customer service, administrative, or operations-related role
Familiarity with CRM systems and data entry is required

Nice To Haves

associate degree preferred
Experience in insurance, financial services, or call center environments is a plus

Responsibilities

Respond to routine inquiries from financial professionals and internal team members with accuracy and professionalism.
Use internal systems and carrier platforms to track, follow up, and update application and case statuses.
Meet established service goals such as response time, accuracy, and completion deadlines.
Assist with communication and coordination between internal teams and external partners.
Provide updates on case progress or delays as directed by more senior team members.
Support the team in maintaining a positive and helpful experience for business partners.
Participate in training to build knowledge of insurance products, carrier platforms (e.g., FireLight, RegEd), and new business processes.
Stay informed of updates and procedural changes to ensure compliance with company and industry standards.