Case Design Assistant

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.

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.
  • Maintain accurate records and ensure timely responses to customer inquiries.
  • Meet established service goals such as response time, accuracy, and completion deadlines.
• Relationship Support (25%)
  • Aid in 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.
  • Contribute to continuous improvement of new business processes and procedures.

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
• 0–2 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

What AmeriLife Offers

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

AmeriLife's Commitment

• We are an Equal Opportunity Employer and value diversity at all levels of the organization
• We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive

Equal Employment Opportunity Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. We are committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and employment process.

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.

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.