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Brokerage Specialist

Role overview

Summary

This role is for managing Brokerage related activities to support Life and Agent operations at AmeriLife. You will oversee commission processes, ensuring timely payments and addressing inquiries from agents and partners, contributing to the overall efficiency of the organization.

Qualifications

  • Bachelor's degree in business management or equivalent experience.
  • 2+ years marketing/agent commission management experience in the insurance or financial services industry.
  • Proficiency in Microsoft Excel, Word, and Outlook.
  • Knowledge and experience in accounting.
  • Strong analytical and problem-solving skills.

Responsibilities

  • Provide leadership to the Brokerage and Marketer commissions department’s day-to-day operations
  • Ensure all Brokerage agents, affiliates partners and marketers are paid accurately and in a timely manner
  • Develop and facilitate internal and external reporting requirements as requested by carrier partners, key stakeholders and agency operations
  • Serve as primary contact for all Brokerage and Marketer commission related inquiries from insurance carriers and distribution partners, including issue escalations

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Analytical Skills
  • Problem Solving
  • Collaboration
  • Negotiation
  • Team Building
  • Planning
  • Organizational Skills
  • Verbal Communication Skills

About the company

AmeriLife logo

AmeriLife

  • Insurance
  • Large
  • 1,001–5,000
AmeriLife’s strength is its mission: to offer insurance and retirement solutions to help people live longer, healthier lives. In doing so, AmeriLife has become recognized as the leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For more than 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers served through a national distribution network of over 300,000 insurance agents and advisors, more than 50 marketing organizations, and 50 insurance agency locations.

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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 Brokerage Manager is highly visible and a key contributor to the organization. This person must be well organized, able to facilitate multiple processes and manage competing priorities simultaneously. They will further be responsible for Brokerage related activities in support of Life and Agent support.

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.]

  • Provide leadership to the Brokerage and Marketer commissions department’s day-to-day operations
  • Ensure all Brokerage agents, affiliates partners and marketers are paid accurately and in a timely manner
  • Develop and facilitate internal and external reporting requirements as requested by carrier partners, key stakeholders and agency operations
  • Serve as primary contact for all Brokerage and Marketer commission related inquiries from insurance carriers and distribution partners, including issue escalations
  • Resolving Brokerage commissions exceptions in a timely manner
  • Responsible for team hiring, training, coaching, development, and performance management

Qualifications

Minimum Job Requirements

  • Bachelor's degree in business management or equivalent experience
  • 2+ years marketing/agent commission management experience in the insurance or financial services industry

Knowledge, Skills, and Abilities

  • Proficiency in Microsoft Excel, Word, and Outlook
  • Knowledge and experience in accounting
  • Strong analytical and problem-solving skills
  • Proven implementation management, collaboration and negotiation skills
  • Excellent team building, planning, organizational and communication (verbal and written) skills

  • Salary Range: $50,000
  • Salary offers will vary commensurate with 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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