New Business Analyst (Temp)

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.

About the role

The New Business Analyst plays a critical role in supporting Career Operations and our Career Agent partners during the Annual Enrollment Period (AEP). This position is responsible for accurately processing and validating insurance applications, maintaining case information, ensuring service level deadlines are met, and supporting overall operational efficiency. The ideal candidate is detail-oriented, dependable, and able to thrive in a fast-paced environment while maintaining a high level of accuracy and customer service.

Responsibilities

• Accurately enter and validate new business applications into internal systems.
• Monitor and process work queues to ensure daily and monthly service deadlines are met.
• Learn and become proficient in Medicare Advantage and Prescription Drug Plan application processing.
• Maintain productivity and quality standards through established performance metrics and reporting tools.
• Research and resolve application discrepancies and processing issues.
• Communicate effectively with internal departments.
• Document and maintain accurate records in accordance with company policies and procedures.
• Collaborate with team members to support departmental goals and peak season workload demands.

Requirements

• Strong attention to detail and commitment to accuracy.
• Proficiency in Microsoft Outlook and other Microsoft Office applications.
• Excellent organizational and documentation skills.
• Strong verbal and written communication skills.
• Positive attitude with strong problem-solving abilities.
• Ability to work independently and as part of a team.
• Strong time management skills and ability to prioritize multiple tasks.
• Ability to meet deadlines and process information efficiently in a high-volume environment.
• Reliable attendance and dependability during peak business periods.

Qualifications

• Previous data entry, administrative support, insurance operations, or customer service experience.
• Experience working in a production-based or metrics-driven environment.
• Familiarity with Medicare products or health insurance application processing is a plus.

Work Environment

Hybrid work arrangement based in Clearwater, Florida. Training will be conducted onsite. Remote work may be available during the Annual Enrollment Period (AEP) based on business needs and performance expectations.

Benefits

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