Administrative Assistant at AmeriLife

Our CompanyExplore 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 SummaryThe Administrative Assistant plays a vital role in supporting the smooth operation of our Senior Market-focused insurance agency. This position requires a detail-oriented organized and proactive professional who can manage administrative tasks facilitate communication and ensure efficient workflow across the agency. The role is central to maintaining client satisfaction and supporting the productivity of managers and agents.Job DescriptionKey ResponsibilitiesClerical and Administrative SupportManage incoming and outgoing communications including phone calls emails and correspondence.Prepare proofread and distribute documents such as memos contracts and client communications.Maintain organized filing systems (digital and physical) to ensure compliance with industry regulations.Scheduling and CoordinationArrange meetings appointments and conference calls for managers and agents.Coordinate calendars to avoid conflicts and maximize efficiency.Assist in planning agency events training sessions and client seminars.Data Entry and Record ManagementInput and update client information into CRM systems with accuracy and confidentiality.Generate reports to support management decision-making.Operational SupportProvide day-to-day assistance to internal and external stakeholders ensuring smooth departmental operations.Act as a liaison between clients agents and external partners.Monitor office supplies and handle procurement as needed.Bookkeeping and DocumentationAssist with basic financial tasks such as commission processing expense tracking and reconciliation.Assist with documentation for compliance related reportingSupport the preparation of monthly and quarterly performance reports.Other tasks as assigned.QualificationsEducation and ExperienceHigh school diploma required; associate or bachelors degree preferred.Prior administrative experience in insurance financial services or healthcare industries is highly desirable.Skills and CompetenciesStrong organizational and time-management skills.Excellent written and verbal communication abilities.Proficiency in Microsoft Office Suite and CRM software.Ability to handle confidential information with discretion.Customer service orientation with a professional demeanor.Equal Employment Opportunity StatementWe 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. We are committed to providing an inclusive equitable and respectful workplace where all employees can thrive.Americans with Disabilities Act (ADA) StatementWe are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process please contact us at .Pay Transparency StatementWe 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. Pay ranges are available upon request.Background Screening StatementEmployment 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. Key Skills Generator,Accomodation,Football,Advertising,Architectural Design Employment Type : Full-Time Experience: years Vacancy: 1