Policy Administration Representative

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

Job Description

DEPARTMENT: JOB TITLE: REPORTS TO: FLSA STATUS: SUMMARY / JOB PURPOSE: This person will be responsible for providing excellent customer service and meeting expected goals. Duties will include presentations and product demonstrations, as well as negotiating contracts with potential clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: Meeting or exceeding expected goals. Negotiating all contracts with prospective clients. Helping determine pricing schedules for quotes, promotions, and negotiations. Preparing weekly and monthly reports. Giving presentations to a range of prospective clients. Understanding and promoting company programs. Obtaining deposits and balance of payment from clients. Visiting clients and potential clients to evaluate needs or promote products and services. Maintaining client records. Answering client questions about credit terms, products, prices and availability. QUALIFICATIONS: Bachelor’s degree in business, marketing, economics or related field. Experience in sales. Understanding of the sales process and dynamics. A commitment to excellent customer service. Excellent written and verbal communication skills. Superb interpersonal skills, including the ability to build rapport with both customers and suppliers. Experience using computers for a variety of tasks. Competency in Microsoft applications including Word, Excel, and Outlook. Able to work comfortably in a fast-paced environment.

 

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.