Policy Server Coordinator

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

Account Case Coordinator is responsible for the successful implementation and coordination of the benefit plans and benefit administration services that we provide to our client group accounts. The Account Case Coordinator works directly with the Account Executive and Sales Director’s in obtaining carrier proposals for potential clients, overseeing the implementation and
setup related to our internal system and service teams’ functions inside their assigned client group enrollments. The position entails working with clients to ensure that we are successfully executing upon our provided administration services, while delivering the highest levels of customer service.

Job Description

Duties/Responsibilities
[The following reflects duties for this job but does not restrict the tasks that may be assigned.  Management may assign or reassign duties and responsibilities to this job at any time for business
reasons.]
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and
responsibilities to this job at any time for business reasons.
Enter and Manage all case related tasks and activities in the company’s CRM system including all case specific documents related to the plans and administration services
provided to assigned group accounts
•
• Handles all service and eligibility related issues related to their assigned client account’s in working with internal service team members to ensure positive resolution• Works with internal sales team to fulfill case specific proposals or RFP requests for both product and services to be delivered
• Markets product lines for each specific client group account to carriers and creates proposals and market analysis for sales team
Responsible for overseeing the setup of client group case enrollments by working with the client group and enrollment system team in order to gather all pertinent information and
ensure successful delivery of the enrollment system for the open enrollment
•
Coordinates the activities and tasks related to the annual open enrollment project plan in conjunction with the Account Executive and corresponding client representative(s) to
ensure successful implementation.
•
Qualifications
Minimum Job Requirements
• Bachelor’s degree or equivalent; minimum 3 years of experience in the employee benefit or insurance industry required
• Must obtain and preserve required licenses/certifications as required
• Familiar with a variety of insurance industry concepts, practices and procedures.
Knowledge, Skills, and Abilities
• Able to multitask, prioritize, and manage time efficiently
• Able to work in a fast-paced, team environment as well as independently
• Proficiency in Microsoft Word, Excel and PowerPoint and applicable technology
• Strong interpersonal skills; effective oral and written communications both internally and externally
• Flexibility and adaptability; energetic and self-driven
• Experience in working with Benefit Enrollment / Benefit Administration Systems is a plus