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TruChoice - Licensing and Contracting Associate

Roles & Responsibilities

  • Bachelor's or associate degree preferred, or an equivalent combination of education and relevant experience.
  • Related experience in contracting, insurance operations, carrier rules, or state regulations is strongly preferred.
  • Knowledge of operations, insurance, and/or financial services.
  • Proficiency with computers and comfort working with digital tools and systems.

Requirements:

  • Respond to and process contracting and licensing requests by applying department knowledge, established practices, and quality standards while meeting service-level expectations.
  • Deliver proactive, customer-focused communication and take ownership of requests to ensure timely and accurate resolution.
  • Build and maintain effective relationships with financial professionals by providing education on operational processes, requirements, and changes.
  • Apply and continue to develop knowledge of carrier websites, contracting procedures, products, and commissions.

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

The Role
Under limited supervision, this role is responsible for managing contracting and licensing requests while delivering high quality service to financial professionals, including Broker Dealers, RIAs, Registered Representatives, and IARs. The Associate handles daily workload efficiently, applies contracting knowledge accurately, and communicates proactively to support business outcomes.
This role requires working knowledge of carrier specific contracting rules, carrier websites, products, and commission levels as well as an understanding of state specific requirements such as continuing education, best interest standards, and Anti Money Laundering (AML). The Associate builds strong relationships, applies sound judgment, and ensures work is completed accurately and in compliance with established processes, metrics, and regulatory standards.

Job Description

Key Responsibilities

  • Respond to and process contracting and licensing requests by applying department knowledge, established practices, and quality standards while meeting service‑level expectations.
  • Deliver proactive, customer‑focused communication and take ownership of requests to ensure timely and accurate resolution.
  • Build and maintain effective relationships with financial professionals by providing education on operational processes, requirements, and changes.
  • Apply and continue to develop knowledge of carrier websites, contracting procedures, products, and commissions.
  • Understand and utilize third‑party vendors such as SureLC and RegEd.
  • Ensure compliance with carrier guidelines, state regulations, and internal policies while using sound judgment to support financial professionals, customers, and TruChoice.

Skills and Abilities

  • Knowledge of Operations, Insurance, and/or Financial Services
  • Strong attention to detail, organization, and decision‑making skills
  • Business acumen and problem‑solving abilities
  • Ability to adapt to changing priorities in a fast‑paced environment
  • High level of accountability and ownership
  • Clear verbal and written communication skills
  • Customer‑focused mindset with a willingness to learn and grow
  • Ability to follow standard operating procedures and seek guidance when appropriate
  • Proficiency with computers and comfort working with digital tools and systems

Experience and Education

  • Bachelor’s or associate degree preferred, or equivalent combination of education and relevant experience.
  • Related experience in contracting, insurance operations, carrier rules, or state regulations is strongly preferred.

Pay Range

  • Pay range $25.24 to $27.64, based on experience, education, skills, and training. 

 

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.

 

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