What are the responsibilities and job description for the TruChoice Operations Associate 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
Under limited supervision, the employee is responsible for effectively managing workload, including customer service requests from financial professionals, Broker-Dealers, RIAs, Registered Reps, and IARs. Provide proactive communication by applying knowledge of carriers’ websites, products, and procedures. Successfully influences business results by establishing and maintaining effective relationships, ensuring a high degree of productivity and quality. Accountable for accurately applying knowledge of all carriers’ websites, products, procedures, and resources while adhering to established metrics, guidelines, procedures, and regulations. Uses sound judgment to make the appropriate decisions for the financial professionals, customers, and TruChoice.
Job Description
Responsibilities and Essential Job Functions
- Responds to and process requests by applying department knowledge. Follows established practices and standards while meeting or exceeding quality and service levels. (70%)
- Builds and maintains customer relationships by demonstrating effective communication and interactions. Influences business results by providing proactive customer service, education, and communication. Provide customized service and take ownership as needed. Responsible for ensuring that all producers are aware of operational processes and changes. (25%)
- Deepening knowledge of carrier processes, procedures, and resources. Understands third-party vendors including but not limited to FireLight, SureLC, and RegEd. (5%)
Skills and Abilities (Entry)
- Ability to adapt to changes in priorities
- High level of accountability
- Problem Solving & Analysis
- Influence
- Knowledge of Operations, Insurance, and Financial Services
- Strong decision making skills
- Business Acumen
- Controls Knowledge
Experience and Education
- Some experience required, 1-2 years of experience preferred: Operations, Insurance or Financial Industry, in various customer service-focused areas.
- Four-year degree preferred, two-year degree required (or equivalent work experience)
