Administrative Assistant

Administrative Assistant

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.

The 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.

Key Responsibilities

• Clerical and Administrative Support
  • Manage 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 Coordination
  • Arrange 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 Management
  • Input and update client information into CRM systems with accuracy and confidentiality.
  • Generate reports to support management decision-making.
• Operational Support
  • Provide day-to-day assistance to internal and external stakeholders, ensuring smooth departmental operations.
  • Monitor office supplies and handle procurement as needed.
• Bookkeeping and Documentation
  • Assist with basic financial tasks such as commission processing, expense tracking, and reconciliation.
  • Assist with documentation for compliance related reporting
  • Support the preparation of monthly and quarterly performance reports.
• Other tasks as assigned.

Qualifications

• Education and Experience
  • High school diploma required; associate or bachelor's degree preferred.
  • Prior administrative experience in insurance, financial services, or healthcare industries is highly desirable.
• Skills and Competencies
  • Strong 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.

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

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. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

We 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 View email address on click.appcast.io.

We 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.

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. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.