Key Client Specialist

Job Description

• Build application records electronically as required for all general agency submitted applications.
• Manage paperwork submission from the general agency to the compliance unit for Financial Advisors (FA).
• Update records as case progresses, completing follow up to inquiries to and from the general agencies.
• Aid in the management of Service Level Agreements (SLA) and cycle times for all cases.

Qualifications/Education/Experience/Skills/Abilities

• Ability to work independently within a team framework.
• Keyboard and PC proficiency, accuracy, and speed.
• Quick learning ability, both processes and systems.
• Understanding of privacy regulations, including HIPAA and PHK.
• Knowledge of and compliance with insurance regulations, including E&O.
• Strong customer and interpersonal skills, including written and oral communication and phone presentation.
• Dependability and punctuality.
• High school diploma or equivalent.

Work Environment

• This job operates in a professional office environment.
• Routine use of standard office equipment such as computers, phones, headsets, photocopiers, filing cabinets, and fax machines.
• Largely a sedentary role; some standing or filing may be required.
• May involve ringing phones, conversation, or customer contact.
• Requires lifting files weighing no more than three pounds, opening filing cabinets, bending or standing on a stool (no higher than nine inches) as necessary.

What AmeriLife Offers

• A comprehensive benefits package that includes paid time off, 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.

America's Disability Act (ADA) Statement

• We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws.

Pay Transparency Statement

• We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws.
• The pay range for this position will be determined based on skills, qualifications, experience, and market factors.

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.

Pay Transparency Statement

• We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws.
• Certain compensation information, such as benefits, bonuses, and commissions, will be provided as required by law.

Additional Compensation Information

• 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.