Offer summary

Qualifications:

Bachelor's degree or equivalent education and experience required., Effective interpersonal and written communication skills are essential., Proficiency in Microsoft Office and experience with PCs in a Windows environment is necessary., Knowledge of the insurance industry and sales processes is preferred..

Key responsibilities:

Provide product and carrier information to producer groups and internal staff.

Run illustrations and provide marketing materials to producers as needed.

Document illustrations for sales follow-up using a CRM system.

Maintain departmental workflows and ensure timely turnaround on illustrations.

Job description

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

Produces qualified illustrations and provides presale support to meet producer objectives in a timely manner.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Provide product and carrier information to the producer groups as well as internal staff.
Maintain detailed product and financial knowledge on all carriers.
Develop a working knowledge of important software packages (internal and carrier)
Run appropriate illustrations based on knowledge of the competitive life insurance environment
Provide producers with illustrations and other marketing materials they may need
Proactively follow-up on all presale activity
Document requested illustrations for sales follow-up utilizing a CRM system
Participate in educational development to gain an understanding of the competitive market, product, and industry trends via internal and carrier training9. Maintain departmental illustration workflows and SLA's on phone and illustration turnaround time

QUALIFICATIONS

Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PCs in a Windows environment8. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
Bachelor's degree or equivalent education, training and work-related experience
Excellent telephone etiquette skills
Ability to display maturity, competitiveness, and a good work ethic

Preferred Qualifications: