What are the responsibilities and job description for the Director, Health Distribution Strategy and Tools position at AmeriLife Group, LLC?

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 Director, Health Distribution Strategy & Tools, plays a key role in supporting the execution of the Health Brokerage organization's strategic initiatives and ensuring the development and optimization of essential tools and processes. This position focuses on process improvement, use case analysis, and requirements gathering for the creation of a standardized and scalable toolset that drives operational efficiency and supports the achievement of sales goals.

As the Subject Matter Expert (SME) for Health Brokerage affiliate tools, the Director will ensure that operating models and tools are fully aligned with the needs of affiliate partners and brokers.

This role requires extensive collaboration with internal teams, including Corporate IT, Enterprise Architecture, EPMO, Marketing, and Data teams, to ensure that tools align with the broader Health Brokerage strategic goals and our Enterprise Technology Roadmap. Additionally, the Director will coordinate efforts across the entire Health Brokerage Affiliate Partnership network to ensure alignment and efficiency.

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.]

Assist in the development and execution of the Health Brokerage operational roadmap, with a focus on tool standardization and process improvements.
Collaborate with leadership and IT to align tools and resources with broader strategic initiatives and business objectives.
Collaborate with multiple teams to streamline processes, eliminate friction points, and ensure consistent, efficient workflows wherever possible
Continuously support the evaluation of existing tools, gathering feedback to refine and enhance their usability and impact.
Serve as a liaison between our affiliate community, Corporate IT, Enterprise Architecture, EPMO, and Marketing to align tool development with business requirements, technology initiatives, and marketing strategies.
Build strong relationships with Affiliate partners and maintain subject matter expertise across various operating models in Health Brokerage, ensuring that both the operating models and tools are fully aligned with the needs of affiliate partners and brokers.
Support leadership in prioritizing initiatives and managing complex projects.

Qualifications :

Minimum Job Requirements

Bachelor's degree in business, Healthcare Administration, Management Information Systems, or related field

3-5 years of experience in sales operations, strategy, or project management within the health insurance or brokerage industry.

Experience with process optimization and cross-functional project management.

Prior experience working with tools to support broker sales teams and improving operational efficiency is a plus.

Skills & Abilities

Strong understanding of process optimization, sales workflows, and tools required to support brokers and agents.

Demonstrated ability to manage projects, track progress, and report on outcomes.

Excellent communication skills, both written and verbal, with the ability to present to senior leadership and collaborate effectively with internal teams.

Ability to balance attention to detail with the ability to see the bigger picture and align tools with strategic goals.

Experience with CRM systems and sales tools (Salesforce, Tableau, Power BI) is strongly preferred.

Salesforce Admin Certification and Salesforce Developer Certification is a plus

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Director, Health Distribution Strategy and Tools

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