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New Business Associate

New Business Associate

AmeriLifeConroe, TX, US
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New Business Support Specialist

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 New Business Support Specialist provides essential support to our financial professionals, Broker-Dealers, and other stakeholders by assisting with customer service requests and operational tasks related to new business processing. Under direct supervision, this role helps ensure a positive service experience by following established procedures and learning industry platforms and products. This is a great opportunity for someone early in their career looking to build experience in financial services and operations.

Job Description

Key Responsibilities :

Service & Support (70%)

  • Respond to routine inquiries from financial professionals and internal team members with accuracy and professionalism.
  • Use internal systems and carrier platforms to track, follow up, and update application and case statuses.
  • Meet established service goals such as response time, accuracy, and completion deadlines.

Relationship Support (25%)

  • Assist with communication and coordination between internal teams and external partners.
  • Provide updates on case progress or delays as directed by more senior team members.
  • Support the team in maintaining a positive and helpful experience for business partners.

    • Learning & Development (5%)

  • Participate in training to build knowledge of insurance products, carrier platforms (e.g., FireLight, RegEd), and new business processes.
  • Stay informed of updates and procedural changes to ensure compliance with company and industry standards.

    • Required Skills & Competencies

  • Strong attention to detail and organizational skills
  • Clear verbal and written communication
  • Customer-focused mindset with a willingness to learn
  • Ability to follow standard operating procedures and ask for guidance when needed
  • Computer proficiency and comfort working with digital tools

    • Education & Experience

  • High school diploma or equivalent required; associate degree preferred
  • 02 years of experience in a customer service, administrative, or operations-related role
  • Experience in insurance, financial services, or call center environments is a plus
  • Familiarity with CRM systems and data entry is required
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