Spanish Language Life Insurance Agent
Security National Life Insurance Company Job In Mims, FL Or Remote
Are You a Spanish-Speaking Life Insurance Agent?
Do you have a passion for helping families secure their futures? Join our team and make a difference in the lives of Spanish-speaking communities while earning unlimited income.
What We Offer:
High Commissions: Competitive commission rates with opportunities for bonuses.
Flexible Schedule: Work from home or in the field. You decide your hours!
Exclusive Training: Comprehensive support to help you succeed, no matter your experience level.
Growth Opportunities: Build your business and earn overrides as you grow your team.
Bilingual Tools: Marketing materials and training in Spanish to support your success.
Why Join Us?
Our mission is to empower Spanish-speaking families with life insurance solutions that provide peace of mind. As part of our team, you'll represent trusted products designed to protect what matters most to your clients.
Requirements:
Fluent in Spanish and English.
Active life insurance license (or willingness to obtain one).
Strong communication and interpersonal skills.
Self-motivated and driven to succeed.
Compensation:
This is a commission-based position with unlimited earning potential. Top agents earn $50,000-$150,000+ annually, depending on performance.
How to Apply:
Take the next step in your career as a Spanish-speaking life insurance agent!
Apply online via the ad link
Call us at: ************
Email: [email protected]
Join a company that values diversity and helps you succeed in your language and community.
Start your rewarding career today!
¡Únete a nuestro equipo y marca la diferencia en la vida de muchas familias!
Bilingual Financial Services Professional (Insurance)
Security National Life Insurance Company Job In Albuquerque, NM Or Remote
Spanish Language Final Expense Life Insurance Agents Wanted Security National Life Insurance Company
Are you ready to make a difference while building a rewarding career? Security National Life Insurance Company is looking for motivated Final Expense Life Insurance Agents to join our growing team. Help families secure their futures while achieving unlimited earning potential!
What We Offer:
High Commissions: Earn competitive commissions with no caps on income.
Free Survey Lead System: Eliminate the typical costs associated with leads.
Flexible Schedule: Be your own boss and set your own hours, whether you work from home or in the field.
Training & Support: Access to comprehensive training, mentorship, and ongoing support to ensure your success.
Career Growth Opportunities: Build your own agency, recruit your team, and earn overrides on their production.
Why Security National Life?
For over 50 years, Security National Life has been a trusted provider of final expense and preneed insurance solutions. Our agents enjoy the backing of a reputable company with proven products, innovative tools, and a commitment to their success.
What We're Looking For:
Motivated and self-driven individuals who are ready to grow their income.
Life insurance licensed agents or those willing to obtain a license (we can guide you through the process).
Strong communication and relationship-building skills.
A passion for helping others and making a positive impact in your community.
Compensation:
This is a commission-based role with unlimited earning potential. Top agents earn between $50,000 and $275,000+ annually, depending on their dedication and performance.
Ready to Get Started?
📞 Call Us: ************
📧 Email Us: [email protected]
💻 Apply Online via this ad
Join the Security National Life Insurance Company team today and take the first step toward a career you can be proud of. Start helping families while building the life you've always dreamed of!
Don't wait-apply now!
Salesperson
Remote or Three Rivers, MI Job
Colonial Life & Accident Insurance Company provides critical support to America's workers and their families with disability, life, accident, critical illness, cancer, dental, and vision benefits. The company is a market leader in benefits education, enrollment technology, and customer experience. Colonial Life protects millions of customers and their families with innovative solutions. Connect with Colonial Life on Facebook, Twitter, and LinkedIn for more information.
Role Description
This is a full-time hybrid role for a Salesperson at Colonial Life in Three Rivers, MI, with flexibility for remote work. The Salesperson will be responsible for acquiring new business, maintaining customer relationships, promoting benefit packages, and providing exceptional customer service. This role involves a combination of in-person interactions and remote sales activities.
Qualifications
Sales, Marketing, and Customer Service skills
Strong communication and interpersonal skills
Knowledge of insurance products and services
Ability to build and maintain relationships
Experience in sales or relevant field
Self-motivated and goal-oriented
Proficiency in CRM software and Microsoft Office
Bachelor's degree in Business Administration or related field is a plus
Remote Client Service Manager | Leadership Growth Opportunity
Remote or Massachusetts Job
Remote Client Service Manager
Schedule: Flexible, work in your preferred time zone
About Us: Fisher Organization is the New England division of American Income Life. Our mission is to protect the members of Labor and Credit Unions and various Associations of New England, as well as as many working families as possible throughout the region. We strive to become the premier in-home supplemental insurance company in New England while maintaining a company culture that promotes personal growth and striving to make a positive impact on our clients' lives.
The Role:
We're seeking a motivated Remote Client Service Manager to lead and inspire a remote team, deliver exceptional client service, and grow into a leadership role. If you're passionate about leading from anywhere and want to take your career to the next level, this is the perfect opportunity.
What You'll Do:
Lead and motivate a remote team, ensuring exceptional client satisfaction.
Use virtual tools to effectively manage and support team members across time zones.
Work closely with leadership to enhance your management skills through personalized mentorship.
Implement best practices to improve service delivery and team performance.
Uphold professionalism and a client-first mindset in every interaction.
What You'll Bring:
Strong communication and leadership skills, with the ability to motivate remote teams.
A self-driven, adaptable mindset to excel in a dynamic, fast-paced environment.
A desire to grow into a leadership role and take on new challenges.
(Management experience is a bonus but not required-we invest in your potential!)
Why Join Us?
Flexibility: Design your work schedule around your life.
Mentorship: Learn from experienced professionals invested in your growth.
Remote Work: Build your career from anywhere.
Competitive Pay: Performance-based compensation with opportunities for advancement.
Supportive Culture: Be part of an innovative, collaborative, and growth-focused team.
Work Location
Multiple locations - excluding residents of New York, Minnesota and California.
Industry: Insurance/Finance
Ready to take the next step?
If you're excited to lead, grow, and make an impact from anywhere, we'd love to hear from you! Apply today and join a team that's redefining remote work and professional success.
Work-from-Home Client Service Representative
Remote or Houston, TX Job
About Us: Fisher Organization is the New England division of American Income Life. Our mission is to protect the members of Labor and Credit Unions and various Associations of New England, as well as as many working families as possible throughout the region. We strive to become the premier in-home supplemental insurance company in New England while maintaining a company culture that promotes personal growth and striving to make a positive impact on our clients' lives.
Location: Remote,
(Fisher Home Office 222 Forbes Rd #101, Braintree, MA 02184)
Schedule: Flexible, Anywhere! Work in your preferred time zone
Boston #1 Top Places to work
The Role:
We're seeking a motivated individuals to lead and inspire a remote team, deliver exceptional client service, and grow into a leadership role. If you're passionate about leading from anywhere and want to take your career to the next level, this is the perfect opportunity.
Responsibilities:
Client Support: Handle inbound and outbound client communications via phone, email, and virtual platforms, resolving inquiries with professionalism and efficiency.
Relationship Building: Develop and maintain strong, long-term relationships with clients by understanding their needs and delivering tailored solutions.
Problem Solving: Address client concerns with a proactive approach, ensuring quick resolutions and a seamless experience.
Process Improvements: Identify and implement strategies to enhance client satisfaction and streamline service delivery.
Collaboration: Work closely with cross-functional teams to address client feedback and implement innovative solutions.
Documentation: Maintain accurate records of all client interactions, ensuring compliance with organizational and industry standards.
Qualifications:
Proven experience in customer service, client relations, or a similar role (1+ years preferred).
Exceptional communication skills, both verbal and written.
Strong problem-solving and critical-thinking abilities.
Self-motivated and able to work independently in a remote setting.
Benefits:
Flexible, fully remote work environment with the ability to set your schedule.
Opportunities for professional growth, including leadership training and mentorship programs.
Competitive performance-based compensation.
A supportive team culture focused on innovation, collaboration, and success.
Work Location
Multiple locations - excluding residents of New York, Minnesota and California.
Industry: Insurance/Finance
Ready to take the next step?
If you're excited to lead, grow, and make an impact from anywhere, we'd love to hear from you! Apply today and join a team that's redefining remote work and professional success.
Remote Entry Level Management
Remote or Arlington, TX Job
Entrepreneurial Mindset
Fisher Organization is the New England division of American Income Life. Our mission is to protect the members of Labor and Credit Unions and various Associations of New England, as well as as many working families as possible throughout the region. We strive to become the premier in-home supplemental insurance company in New England while maintaining a company culture that promotes personal growth and striving to make a positive impact on our clients' lives.
Role Description
This is a remote contract role for an Entry Level Manager at Fisher Organization. The Entry Level Manager will be responsible for providing support to agents in the field, monitoring sales activity, and helping develop strategies for agent success. The manager will also need to have strong communication and interpersonal skills to carry out daily communication with team members.
Qualifications
Leadership, Mentoring, and Coaching abilities
Excellent communication and interpersonal skills
Ability to analyze sales data and develop successful strategies
Strong organization and time-management skills for managing multiple tasks
Experience with sales metrics, performance tracking, and developing action plans.
Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
A bachelor's degree in business, sales, or a related field is preferred but not required.
Prior experience in sales or insurance industry is a plus.
Promotions
Advancement is available for those who are looking to rapidly excel in the program, however, everyone starts off as entry-level.
Advance stages will be outlined and are dependent on results, there is no seniority, experience, or education.
We look to promote from within.
Promotions can occur within the first 60 days of hire.
Job Type
Job Type: Full-time, independent contractor position.
Salary
Based on performance.
Work Location
Multiple locations - excluding residents of New York, Minnesota and California.
Travel
Regional, national and international travel opportunities are also offered to those who excel in the management program.
Who we are looking for:
Hardworking, self-motivated, and driven to succeed in life and in your career.
Proficient computer skills (ex: Zoom, Google Calendars, Messaging Apps).
Driven to hit weekly and monthly minimum sales goals.
Comfortable speaking with others and presenting on camera via zoom during consultations.
Industry: Insurance/Finance
Virtual Client Engagement Coordinator | Career Advancement
Remote or Miami, FL Job
About Us
At Fisher Organization, the New England division of American Income Life, our mission is to protect the members of labor unions, credit unions, and various associations throughout the region. We're committed to safeguarding working families with supplemental insurance solutions, while fostering a company culture centered on personal growth and making a positive impact on our clients' lives.
As a Top Place to Work in Boston, we are proud to lead the way in innovation, service, and client satisfaction.
Location:
Remote - Work from Anywhere!
Home Office Location: Fisher Home Office, 222 Forbes Rd #101, Braintree, MA 02184
The Role
We're seeking motivated individuals to lead, inspire, and collaborate with our remote team. This role focuses on delivering exceptional client service while providing opportunities to grow into a leadership position. If you're ready to lead from anywhere and elevate your career, this role is for you!
Key Responsibilities
Client Support: Respond to inbound and outbound client communications (phone, email, virtual platforms) with professionalism and care.
Relationship Building: Foster long-term relationships by understanding client needs and delivering tailored solutions.
Problem Solving: Handle client concerns proactively, ensuring quick and seamless resolutions.
Process Improvements: Identify strategies to enhance client satisfaction and streamline operations.
Collaboration: Partner with cross-functional teams to address client feedback and develop innovative solutions.
Documentation: Keep detailed, accurate records of all interactions while maintaining compliance with organizational and industry standards.
Qualifications
1+ years of experience in customer service, client relations, or a similar role preferred.
Excellent verbal and written communication skills.
Strong problem-solving and critical-thinking abilities.
Self-motivated, disciplined, and capable of working independently in a remote environment.
What We Offer
Work Flexibility: Fully remote with the ability to set your own schedule in your preferred time zone.
Professional Growth: Access to leadership training, mentorship programs, and opportunities to grow your career.
Performance-Based Rewards: Competitive compensation with incentives tied to your success.
Supportive Team Culture: Join a collaborative team that values innovation, teamwork, and mutual success.
Location Eligibility
This position is open to candidates in multiple locations except New York, Minnesota, and California.
Industry:
Insurance / Finance
Education Specialist
Remote or Las Vegas, NV Job
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
Consumer's Direct Insurance Services (CDIS) and Medicarequotes.com is a family-owned professional insurance organization specializing in the over 65 Medicare Supplement and Medicare Advantage market that currently serves over 30,000 clients. Given the ongoing growth of our organization, we are hiring highly motivated individuals who want to learn the Medicare insurance industry. Our agents are appointed with all of the top Medicare insurance carriers with a focus on Blue Cross/ Blue Shield. By offering all the top carriers, our agents are better able to help our clients choose the right Medicare Advantage, Medicare Supplement, and Part D Plan.
Job Description
THIS IS A FULL-TIME WORK FROM HOME POSITION WITH THE FLEXIBILITY TO SET YOUR OWN SCHEDULE. We value flexibility to support personal and family needs!
Make between $50,000 - $80,000 annually.
Position includes base pay + commission + renewals. We pay renewals monthly to our agents which makes us unique and puts more money back in your pocket!
We will pay you while you train to get your health insurance license.
If you have your health insurance license, certify with us and go to work.
Previous experience in insurance, Medicare or sales is not required. Some of our most successful agents have transitioned into this role from other careers.
What's Important to be Successful in this Position:
You learn and apply selling techniques through our robust training plan and our internal agent support network using an education-based approach.
You build trust with potential customers by focusing on their needs, honoring your word by doing what you say you are going to do and exhibiting a service-focused mindset.
You are good at organizing and managing multiple priorities by tapping into available resources and tools and follow up timely.
You are a collaborative problem solver with the ability to act as a consultant regarding resources.
You possess comprehensive knowledge of Microsoft Office and Web Based Applications.
What We Offer Our Employees:
A supportive work environment with a family feel, focused on helping you be successful.
Training is virtual and comprehensive. Many have shared this has been key to their success.
Our average tenure among employees is 10 years. We focus on supporting and developing sales agents for a long-term sales career.
We generate our own leads and provide them to you at no cost.
Flexibility, flexibility, flexibility!
Agent Testimonials:
Two of our top agents share their experience with our company:
“As an educator turned insurance agent, I was introduced to CDIS/Medicarequotes.com 3 years ago and haven't looked back. I found my niche clientele, developed the work/life balance I needed as a single mother, and found incredible achievement. The lead distribution system, calling schedule, and dialing software contributed greatly to my success, maintaining status as a top agent all three years with CDIS/Medicarequotes.com.”
“I have been working at CDIS/Medicarequotes.com since 2012…When I joined, I knew NOTHING about insurance or selling. I just wanted to have a job that would allow me to work from home and have the flexibility I wanted for my future…the training was priceless. Moreover, our team is great! Everyone is happy to support one another… I cannot say enough about the family-like environment we have…we have valuable leads and a top-notch system…In the 11 years I've worked at CDIS/Medicarequotes.com I have never regretted a day!”
Entry Lvl Remote Sales Manager
Remote or Braintree Town, MA Job
Who We Are:
Fisher Agencies has been providing supplemental benefits to union members and working families for over 70 years. We have been voted top place to work by the Boston Globe two years running and are experiencing double digit growth over the past 2 years. Remote position with option to work from one of our offices.
We are looking for competitive and motivated individuals who would like to take control of their financial freedom and business opportunity while being part of an amazing team and learning to build their own. We offer unlimited growth and income potential, great company culture, continued education and benefits.
JOB DESCRIPTION
This is a remote contract role for an Sales Manager (experience not required). Sales Manager will be responsible for providing support to agents in the field, monitoring sales activity, and helping develop strategies for agent success. The manager will also need to have strong communication and interpersonal skills to carry out daily communication with team members. Sit with families and individuals (virtually or in person) and explain their benefits package to them, obtain referrals and continue to build your skill set and team.
Requirements
You should be:
Entrepreneurial minded.
Competitive, Motivated, and Driven.
Strong work ethic.
A true professional/aspiring professional who is committed to their personal/career goals.
Proven or willing to learn
Have leadership, mentoring, and coaching abilities
Industry sales experience is a plus but not required
A bachelor's degree in business, sales, or a related field is preferred but not required.
Hardworking, self-motivated, and driven to succeed in life and in your career.
Proficient computer skills (ex: Zoom, Google Calendars, Messaging Apps).
Driven to hit weekly and monthly minimum sales goals.
Comfortable speaking with others and presenting on camera via zoom during consultations.
Promotions:
Advancement is available for those who are looking to rapidly excel in the program, however, everyone starts off as entry-level.
Advance stages will be outlined and are dependent on results, there is no seniority, experience, or education.
We look to promote from within.
Promotions can occur within the first 60 days of hire.
Job Type: Full-time, independent contractor position.
Salary
Based on performance.
Work Location:
Multiple locations - excluding residents of New York, Minnesota and California.
Travel:
Regional, national and international travel opportunities are also offered to those who excel in the management program.
Benefits
Medical, Dental, Vision, Life.
Remote Leadership Development Specialist | Grow Your Career
Remote or San Antonio, TX Job
About Us
At Fisher Organization, the New England division of American Income Life, our mission is to protect the members of labor unions, credit unions, and various associations throughout the region. We're committed to safeguarding working families with supplemental insurance solutions, while fostering a company culture centered on personal growth and making a positive impact on our clients' lives.
As a Top Place to Work in Boston, we are proud to lead the way in innovation, service, and client satisfaction.
(#1 for 2024 Boston Globe Top Places to work)
Location:
Remote - Work from Anywhere!
Home Office Location: Fisher Home Office, 222 Forbes Rd #101, Braintree, MA 02184
The Role
We're seeking motivated individuals to lead, inspire, and collaborate with our remote team. This role focuses on delivering exceptional client service while providing opportunities to grow into a leadership position. If you're ready to lead from anywhere and elevate your career, this role is for you!
Key Responsibilities
Client Support: Respond to inbound and outbound client communications (phone, email, virtual platforms) with professionalism and care.
Relationship Building: Foster long-term relationships by understanding client needs and delivering tailored solutions.
Problem Solving: Handle client concerns proactively, ensuring quick and seamless resolutions.
Process Improvements: Identify strategies to enhance client satisfaction and streamline operations.
Collaboration: Partner with cross-functional teams to address client feedback and develop innovative solutions.
Documentation: Keep detailed, accurate records of all interactions while maintaining compliance with organizational and industry standards.
Qualifications
1+ years of experience in customer service, client relations, or a similar role preferred.
Excellent verbal and written communication skills.
Strong problem-solving and critical-thinking abilities.
Self-motivated, disciplined, and capable of working independently in a remote environment.
What We Offer
Work Flexibility: Fully remote with the ability to set your own schedule in your preferred time zone.
Professional Growth: Access to leadership training, mentorship programs, and opportunities to grow your career.
Performance-Based Rewards: Competitive compensation with incentives tied to your success.
Supportive Team Culture: Join a collaborative team that values innovation, teamwork, and mutual success.
Location Eligibility
This position is open to candidates in multiple locations except New York, Minnesota, and California.
Industry:
Insurance / Finance
Apply Today!
If you're ready to lead, grow, and make an impact from anywhere, we'd love to hear from you! Apply now to join a team redefining remote work and professional success.
Policy Server Coordinator
Remote Job
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
Account Case Coordinator is responsible for the successful implementation and coordination of the benefit plans and benefit administration services that we provide to our client group accounts. The Account Case Coordinator works directly with the Account Executive and Sales Director's in obtaining carrier proposals for potential clients, overseeing the implementation and
setup related to our internal system and service teams' functions inside their assigned client group enrollments. The position entails working with clients to ensure that we are successfully executing upon our provided administration services, while delivering the highest levels of customer service.
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.]
The following reflects management's definition of essential functions 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.
Enter and Manage all case related tasks and activities in the company's CRM system including all case specific documents related to the plans and administration services
provided to assigned group accounts
•
• Handles all service and eligibility related issues related to their assigned client account's in working with internal service team members to ensure positive resolution• Works with internal sales team to fulfill case specific proposals or RFP requests for both product and services to be delivered
• Markets product lines for each specific client group account to carriers and creates proposals and market analysis for sales team
Responsible for overseeing the setup of client group case enrollments by working with the client group and enrollment system team in order to gather all pertinent information and
ensure successful delivery of the enrollment system for the open enrollment
•
Coordinates the activities and tasks related to the annual open enrollment project plan in conjunction with the Account Executive and corresponding client representative(s) to
ensure successful implementation.
•
Qualifications
Minimum Job Requirements
• Bachelor's degree or equivalent; minimum 3 years of experience in the employee benefit or insurance industry required
• Must obtain and preserve required licenses/certifications as required
• Familiar with a variety of insurance industry concepts, practices and procedures.
Knowledge, Skills, and Abilities
• Able to multitask, prioritize, and manage time efficiently
• Able to work in a fast-paced, team environment as well as independently
• Proficiency in Microsoft Word, Excel and PowerPoint and applicable technology
• Strong interpersonal skills; effective oral and written communications both internally and externally
• Flexibility and adaptability; energetic and self-driven
• Experience in working with Benefit Enrollment / Benefit Administration Systems is a plus
Remote Client Support Associate & Career Advancement
Remote or Jacksonville, FL Job
Remote Client Service Manager
Schedule: Flexible, work in your preferred time zone
About Us: Fisher Organization is the New England division of American Income Life. Our mission is to protect the members of Labor and Credit Unions and various Associations of New England, as well as as many working families as possible throughout the region. We strive to become the premier in-home supplemental insurance company in New England while maintaining a company culture that promotes personal growth and striving to make a positive impact on our clients' lives.
The Role:
We're seeking a motivated Remote Client Service Manager to lead and inspire a remote team, deliver exceptional client service, and grow into a leadership role. If you're passionate about leading from anywhere and want to take your career to the next level, this is the perfect opportunity.
What You'll Do:
Lead and motivate a remote team, ensuring exceptional client satisfaction.
Use virtual tools to effectively manage and support team members across time zones.
Work closely with leadership to enhance your management skills through personalized mentorship.
Implement best practices to improve service delivery and team performance.
Uphold professionalism and a client-first mindset in every interaction.
What You'll Bring:
Strong communication and leadership skills, with the ability to motivate remote teams.
A self-driven, adaptable mindset to excel in a dynamic, fast-paced environment.
A desire to grow into a leadership role and take on new challenges.
(Management experience is a bonus but not required-we invest in your potential!)
Why Join Us?
Flexibility: Design your work schedule around your life.
Mentorship: Learn from experienced professionals invested in your growth.
Remote Work: Build your career from anywhere.
Competitive Pay: Performance-based compensation with opportunities for advancement.
Supportive Culture: Be part of an innovative, collaborative, and growth-focused team.
Work Location
Multiple locations - excluding residents of New York, Minnesota and California.
Industry: Insurance/Finance
Ready to take the next step?
If you're excited to lead, grow, and make an impact from anywhere, we'd love to hear from you! Apply today and join a team that's redefining remote work and professional success.
Inside Sales Agent
Remote or Kansas City, MO Job
As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions - finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial well-being.
Spring Venture Group offers incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on peoples' lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!
Job Description
We want YOU:
Be a part of our ambitious
on-site
Sales team! We are ramping up our on-site Sales teams and offering some unique and one time only perks:
Fully paid 24/7 downtown KCMO covered parking within our building
Regular team lunches and activities
Onsite M-Th only, Friday Remote
We are looking for competitive and financially-motivated individuals who are driven to be at the top of their game every day. We have a thriving and energetic in-office culture where our Sales Agents collaborate to help each other exceed their goals.
$30/hr + uncapped commission earnings on an increasing pay structure.
Generous paid time off, including the week between Christmas & New Year's
Paid training to hone your skills and gain a full understanding of our sales process and product.
Paid nationwide insurance licensing.
Regular one on one coaching from internally promoted Managers to improve your craft and reach your goals.
Be part of a growing company w/ ample career advancement opportunities
Confidence in working within one of the highest-rated organizations in the industry.
Be recognized for your high performance w/ additional bonus opportunities, frequent sales contests, all company recognition, trophies, dinners, and incentive trips for our top performers.
What You'll Do:
Sales Agents begin their career in a blended instructor-led classroom and hands-on training environment to become an expert in Medicare. Our goal is to set you up to be successful as quickly as possible.
Your journey begins with an in-depth training class, where you'll develop your skills and learn the best-practices that have made SVG an industry leader. We believe that salespeople perform best when they can focus on the craft of selling, not generating leads. But our investment in you goes beyond simply providing a script and some phone numbers. You'll also be supported by our in-house marketing, customer care, and operations teams to ensure your clients are happy for years to come.
As Sales Agents develop out of training, they succeed at a high level to achieve monthly sales quota and perfect their sales craft with the help of supportive leadership and ongoing training. Our Sales Agents have the goal of becoming a trusted advisor to hundreds of people making the important decision of finding the right Medicare plan.
Strive to call on hundreds of leads daily in order to provide guidance as a trusted advisor to people needing help navigating their Medicare options.
Represent industry leading insurance carriers with the strongest financial ratings.
Participate in regular coaching conversations with your manager to improve your skills.
Utilize SVG's technology and resources to create an easy enrollment process for clients.
Qualifications
Work from home requirements:
Existing reliable hard-wired, high speed internet connection with ethernet port
Required internet speed: 30+ mbps download, 10+ mbps upload speeds
Recommended: 100+ mbps download, 25+ mbps upload speeds
Cell phone system updated within the last two years for system access
Designated workplace that is HIPAA compliant
Private, quiet work area that can accommodate a desktop computer with multiple monitors (computer equipment will be provided)
Ability to focus 100% on SVG responsibilities during designated work hours
Check your internet speed here
Security Responsibilities:
Operating in alignment with policies and standards
Reporting Security Incidents
Completing assigned training
Protecting assigned organizational assets
Estimated Job Posting End Date:
6/10/2025
*This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
Additional Information
Benefits:
The Company offers the following benefits for this position, subject to applicable eligibility requirements:
Competitive Compensation
Medical, Dental and vision benefits after a short waiting period
401(k) matching program
Life Insurance, and Short-term and Long-term Disability Insurance
Optional enrollment includes HSA/FSA, AD&D, Spousal/Dependent Life Insurance, Travel Assist and Legal Plan
Generous paid time off (PTO) program starting off at 15 days your first year
15 paid Holidays (includes holiday break between Christmas and New Years)
10 days of Paid Parental Leave and 5 days of Paid Birth Recovery Leave
Annual Volunter Time Off (VTO) and a donation matching program
Employee Assistance Program (EAP) - health and well-being on and off the job
Rewards and Recognition
Diverse, inclusive and welcoming culture
Training program and ongoing support throughout your Venture Spring Venture Group career
Spring Venture Group is an Equal Opportunity Employer
HR Business Partner
Remote Job
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 HR Business Partner effectively partners with business leadership to deliver integrated, scalable, inclusive and forward-thinking HR strategies and solutions that effectively support business
For this HRBP role, we are looking for someone in the West Coast.
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.]
Acts as a trusted advisor for business leaders on all people-related matters
Partners with business leaders to provide human resource data, consultations and considerations that support strategic and tactical business objectives and the achievement of goals and objectives
Reviews, assesses and analyzes HR data and proactively works with leadership to develop integrated HR strategies & solutions including (but not limited to): workforce planning, people development (employee engagement, training, etc), compensation, performance management, diversity & inclusion and employee relations
Supports business leaders by leveraging market/benchmark data and best practices to determine human capital strategies that support the achievement of growth plans including the deployment of uniform business goals and performance measures
Responsible for ensuring organizational and/or personnel issues are identified and appropriately remedied
Promotes & champions diversity in the workplace and ensures talent strategies attract & retain diverse employees
Maintains a proficient level of knowledge and literacy regarding the business' financial position, its strategic plans, and its culture
Evaluates and advises on the impact of long-range planning of new programs/strategies and regulatory/compliance action as areas impacting the attraction, motivation, development, and retention of talent
Works across HR, with functional peers and the CHRO, to provide a wide range of HR considerations and appropriate solutions to attract, develop, motivate and retain talent
Participate in AmeriLife's strategic planning for employee development and engagement
An enthusiastic team leader and team member who creates a positive work environment and has a strong internal drive and customer service focus
Able to create and provide talent best practices
Upholds and demonstrates company value
Qualifications
Minimum Job Requirements
Possess solid functional expertise across all general areas of HR, including Organizational Design, Workforce Planning, Diversity and Inclusion, Employee Experience, Talent and Performance Management, Total Rewards, Employee Relations, and Employment Law
A true hands-on HRBP as well as the ability to successfully monitor the “pulse” of the employees to ensure a high level of employee engagement and satisfaction
Experience working in a fast-paced, high-performance culture where the business is constantly evolving
Experience working in the Insurance industry is a must.
A strategic thinker with the ability to think critically and anticipate issues before they arise, and proactively suggest long-term solutions
Excellent communication skills with the ability to communicate to varying levels of employees and management
Ability to analyze and interpret business data, technical procedures and/or governmental regulations
Ability to develop & maintain relevant processes, data reports and scorecards (with relevant KPI's)
Ability to effectively present information and respond to questions from varying levels of employees and management
Excellent team collaboration skills with the ability to manage both direct (where appropriate) and indirect reporting relationships and build individual and team capabilities through direction, collaboration, feedback, and coaching
Knowledge, Skills, and Abilities
BSc/MSc in Human resources or relevant field
Ten or more years with progressive responsibility in human resources at a senior level who have operated primarily in a strategic role- developing policies and strategies, overseeing the execution of HR operations, analyzing performance metrics, and/or contributing to the alignment of HR strategies to organizational goals
Proven work experience in a senior-level HR position (Financial Services/Insurance industry experience preferred)
Good knowledge of labor legislation
SPHR or SHRM-SCP preferred
Proficient with Microsoft Office Suite
Preferred proficiency with HRIS systems (Workday)
Experience working with Mergers & Acquisitions is a plus
New Business Operations Specialist
Remote Job
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)
Work-from-Home Client Specialist | Leadership Opportunity
Remote or Massachusetts Job
About Us
At Fisher Organization, the New England division of American Income Life, our mission is to protect the members of labor unions, credit unions, and various associations throughout the region. We're committed to safeguarding working families with supplemental insurance solutions, while fostering a company culture centered on personal growth and making a positive impact on our clients' lives.
As a Top Place to Work in Boston, we are proud to lead the way in innovation, service, and client satisfaction.
(#1 for 2024 Boston Globe Top Places to work)
Location:
Remote - Work from Anywhere!
Home Office Location: Fisher Home Office, 222 Forbes Rd #101, Braintree, MA 02184
The Role
We're seeking motivated individuals to lead, inspire, and collaborate with our remote team. This role focuses on delivering exceptional client service while providing opportunities to grow into a leadership position. If you're ready to lead from anywhere and elevate your career, this role is for you!
Key Responsibilities
Client Support: Respond to inbound and outbound client communications (phone, email, virtual platforms) with professionalism and care.
Relationship Building: Foster long-term relationships by understanding client needs and delivering tailored solutions.
Problem Solving: Handle client concerns proactively, ensuring quick and seamless resolutions.
Process Improvements: Identify strategies to enhance client satisfaction and streamline operations.
Collaboration: Partner with cross-functional teams to address client feedback and develop innovative solutions.
Documentation: Keep detailed, accurate records of all interactions while maintaining compliance with organizational and industry standards.
Qualifications
1+ years of experience in customer service, client relations, or a similar role preferred.
Excellent verbal and written communication skills.
Strong problem-solving and critical-thinking abilities.
Self-motivated, disciplined, and capable of working independently in a remote environment.
What We Offer
Work Flexibility: Fully remote with the ability to set your own schedule in your preferred time zone.
Professional Growth: Access to leadership training, mentorship programs, and opportunities to grow your career.
Performance-Based Rewards: Competitive compensation with incentives tied to your success.
Supportive Team Culture: Join a collaborative team that values innovation, teamwork, and mutual success.
Location Eligibility
This position is open to candidates in multiple locations except New York, Minnesota, and California.
Industry:
Insurance / Finance
Apply Today!
If you're ready to lead, grow, and make an impact from anywhere, we'd love to hear from you! Apply now to join a team redefining remote work and professional success.
Small Group Account Executive
Remote or Los Angeles, CA Job
Job Details Remote - PST - Woodland Hills, CADescription
The Liberty Company is one of the fastest growing independent insurance brokers in the nation and we are seeking a talented Small Group Account Executive to support our growing team! This is a remote position with a requirement to have experience in the California small group and with the possibility to travel for in person client meetings.
Position Summary
The Small Group Account Executive uses their qualifications, experience, expertise, judgment, and discretion to obtain, maintain, service, market and grow the insurance business of The Liberty Company (“Company”). Assists Company clients with obtaining/renewing insurance coverage for Company clients on terms and at prices that are competitive and appropriate. Assists Company in managing all aspects of Company's relationship with Company's clients, including administration, marketing, customer service, and receivables. This position is responsible for fulfilling day-to-day account management responsibilities as assigned by EVP, Small Group Employee Benefits and Producer, with keen diligence and in a timely manner.
Essential Duties and Responsibilities
Responsible for the oversight and management of assigned clients of diverse sizes with minimal support from Producers.
Collaborate with producers on client initiatives and new implementations.
Assist producers in marketing and quoting, putting together presentations, conducting open enrollment meetings, and managing any carrier/vendor requirements for both small group renewals.
Foster genuine client interactions by regularly communicating to assess satisfaction, discuss program enhancements and benefits education, and provide updates on industry trends.
Cultivate strong relationships by understanding client needs, anticipating challenges, and proactively addressing concern. Raise flags immediately to ensure timely resolution and retention.
Develop and maintain excellent insurance carrier and vendor relationships.
Communicate effectively with all key stakeholders.
Acknowledge and respond to all clients' requests timely and professionally. Set timeline expectations with clients for resolution.
Educate clients on compliance obligations, facilitate broker compliance tasks, and indemnify company risk while staying informed on industry regulations and compliance requirements.
Serve as industry experts to clients, taking personal responsibility for understanding all facets of Employee Benefits while proactively staying abreast of industry trends, compliance changes, state-specific requirements, etcetera.
Comply with agency and document management standards, workflow process, and timing requirements.
Investigate and resolve complex benefit related inquiries and concerns, demonstrating a commitment to client satisfaction.
Maintain detailed and accurate records using our internal agency management system, shared file system, and other applicable software applications.
Create and maintain employee communication such as highlight sheets, benefit guides, and other key documents that are client and employee facing.
Learn and maintain Benefit Administration platforms as needed.
Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team.
Qualifications
Knowledge, Skills and Abilities
Active California DOI Life and Health License.
Education requirement: High school diploma or equivalent.
Five plus years of Benefits experience.
Account or project management experience is necessary.
Excellent and consistent communication and organizational skills.
Ability to manage time wisely.
Ability to travel as required to satisfy client management responsibilities.
Strong knowledge of benefits practices, procedures, products, and networks.
Broad knowledge of Health and Welfare compliance and regulations, HIPAA, PHI/PII, and legislation.
Proficient in MS Office, specifically Excel, Word, and PowerPoint.
BenefitPoint experience preferred.
Ability to work independently with little supervision.
Ability to organize and prioritize effectively.
Accuracy and mindfulness, as well as a history of reliability, confidentiality, and conscientious work habits.
Ability to interpret data and make cost effective decisions.
The ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures.
Demonstrated ability in dealing directly with co-workers, clients, vendors.
Work schedule: 8:30am - 5:00pm M-F.
Promoting Peace of Mind for All.
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role
Technical Data Manager
Remote or Madison, WI Job
We are adding a Technical Data Manager to our team!
Who We Are:
Since 1909, National Guardian Life Insurance Company (NGL) has been one of America's most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life's journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.
NGL's Core Values - integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities.
With over 100 years of experience, our passion is to serve people. Learn more by clicking here or visiting ********************************************
Work Environment: NGL offers a flexible work environment where employees can work fully remote, hybrid or onsite at our Madison, Wis. office. We support virtual working arrangements in certain states outside of WI.
A Day in the Life:
The Technical Data Manager leads a team of Data Professionals responsible for developing and optimizing our data and data pipeline architecture, as well as optimizing data flow and collection for cross-functional teams. This position provides leadership and technical expertise to support software developers, database architects, data analysts and data engineers on data initiatives and ensure optimal data delivery architecture is consistent throughout ongoing projects. In addition, the Technical Data Manager leads the development and maintenance of analytic tools, data visualizations, and the platforms that supply them as well as providing engineering and architectural leadership within the Data Team. This position develops Data Professionals and plays a crucial role in transforming data into actionable insights in order to effectively develop technical solutions that meet business needs.
Primary Responsibilities:
Manager Responsibilities
Provide strategic leadership and direction
Actively motivate, inspire, and develop key talent by serving as a role model of NGL's core values, applying effective leadership principles and fostering a positive workplace culture.
Build and maintain high-performing teams including selecting, developing, coaching, rewarding and recognizing employees.
Champion or sponsor cross-functional business initiatives or improvements and delegate project responsibilities where appropriate for growth opportunities.
Manage day-to-day operational and workforce risks to ensure NGL processes adhere to industry, regulatory, and workplace compliance standards.
Create alignment within teams and processes by increasing collaboration and defining talent development paths and opportunities.
Primary Duties and Responsibilities
People Leadership
Oversee selection, training, goal setting, performance management including improvement, disciplinary issues and terminations, delegation, and staff recognition within the Data Engineering team.
Develop staff on issues pertinent to their role to ensure that teammates and customers receive exemplary service.
Monitor performance towards department goals and objectives.
Monitor and provide insight on trends and data, while also making recommendations to further enhance customer experience.
Ensure the team is collaborating with other developers to transform backlog items into high-functioning, well-designed, testable and efficient code.
Provide guidance with issue identification, investigation, and resolution process of support incidents.
Continually develop skill-sets and abilities to keep them relevant, current and applicable to NGL's current and future needs.
Data Platform Development
Lead the design, build and maintenance of a scalable, reliable and efficient data platform in the cloud by leveraging AWS services and tools.
Lead the AWS infrastructure required for optimal extraction, transformation, and loading of data from a wide variety of data sources using services such as Python, PySpark, EC2, S3, Data Lake, Glue jobs, Lambda functions, and Delta Lake.
Drive the adoption of best practices in data architecture and data pipeline development.
Ensure high availability, performance, and security.
Evaluate and recommend emerging cloud technologies to enhance the platform's capabilities.
Work closely with developers, engineers, architects and business leaders to understand data requirements and solution delivery.
Data Governance
Lead data governance initiatives to ensure data quality, consistency, and compliance.
Implement processes for data cataloging, lineage tracking, and metadata management.
Oversee the routine maintenance and upgrades to make systems more secure and efficient, and to adapt them to any new requirements.
Follow software development life cycle and quality assurance best practices and governance.
Partner with cross-functional teams to define and enforce data policies and standards.
Ensure compliance with security and privacy standards.
Data Effectiveness
Assemble large, complex data sets that meet functional / non-functional business requirements.
Oversee the design and implementation of internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc.
Implement infrastructure as code (IaC) practices to automate deployment and management of data services.
Lead the continuous integration and continuous deployment (CiCd) process.
Build analytics tools that utilize the data pipeline to provide actionable insights into customer acquisition, operational efficiency and other key business performance metrics.
Develop in-depth understanding of data environment and leverages knowledge to build robust, scalable solution.
Perform code/design reviews; strives for continuous improvement of code quality and development practices.
Apply knowledge of Microservices and Terraform infrastructure to create efficient, automated and loosely coupled architectures.
Anticipate system/application challenges and implement solutions to existing software as necessary.
Resolve escalated issues for both internal and third-party business applications.
Collaboration
Share ownership of the solution deployment, testing, quality, monitoring and operational excellence with Agile teams.
Participate in regular team and stakeholder meetings.
Collaborate with cross-functional teams to understand data requirements and translate them into scalable solutions.
Performs other duties and responsibilities as needed.
Essential to Your Success:
Strong people leadership skills including performance management and improvement, a keen eye for hiring, talent development, workforce engagement and coaching for results
Ability to lead change, adjust strategy and alter course as needed
Experience in effective team building, team leadership and conflict resolution
Ability to understand high-level architecture and design content, and how it relates to implementation deployment
Advanced Python and PySpark knowledge and experience working with AWS services such as Glue, Lambda, SQS, SNS, RDS, Redshift, Athena, DynamoDB, and S3 to support data transformation, data structures, metadata, dependency and workload management
Ability to drive cross-functional collaboration
Ability to provide and be receptive to feedback
Experience building and optimizing data pipelines, architectures and data sets
Strong understanding of DevOps practices and infrastructure automation
Working knowledge of message queuing, stream processing, and highly scalable data stores
Successful history of manipulating, processing and extracting value from large disconnected datasets
Ability to perform root cause analysis on internal and external data and processes to answer specific business questions and identify opportunities for improvement
Advanced knowledge and understanding of relevant business and system operations, policies, and procedures
Ability to exercise sound decision-making and judgement
Demonstrated project management and organizational skills
Proven abilities to take initiative and be innovative
Experience supporting and working with cross-functional teams in a dynamic Agile and Scrum environment
Strong technical and non-technical communication (verbal and written) and interpersonal skills
Excellent organizational skills and time/priority management
Education Requirements:
Minimum: Bachelor's degree in Computer Science Information Technology/systems, or other related field required.
Preferred: AWS certifications (e.g., AWS Certified Data Analytics - Specialty) preferred.
Years of Experience:
A minimum of three years in a direct or indirect leadership role.
A minimum of five years of experience working with AWS services with a focus on data, working with infrastructure as code (IAC), and building or maintaining CI/CD pipelines required.
A minimum of five years of applying Agile methodology (Scrum and/or Kanban, Test Driven Development).
A minimum of seven years of experience with Python and building data pipelines required.
What We Offer:
At NGL, we provide a comprehensive Total Rewards package that includes competitive base pay and benefits designed to offer solutions to help meet your unique life needs.
Benefits:
20 days of Paid Time Off growing to 25 days after 5 years
11 Paid Holidays (10 company holidays and 1 personal holidays of your choice)
Health care, dental and vision plans
Annual bonus based on company performance
Paid Parental Leave
401(k) match up to 9%
Paid Sabbatical after 8 years
Paid Volunteer Time
Education Assistance Program
Employee Recognition Program
And much more!
Click here or visit ****************************************** to learn more about our comprehensive Total Rewards program.
NGL is committed to creating a diverse environment and is an Equal Opportunity Employer. Qualified applicants will be considered for employment without regard to race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
NGL is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact
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Sr. Accountant
Remote or Los Angeles, CA Job
Job Details Remote - PST - Woodland Hills, CA Fully RemoteDescription
Welcome to The Liberty Company-a forward-thinking, rapidly growing insurance brokerage built on a foundation of culture and collaboration. Recognized for our award-winning workplace, we believe in creating opportunities for every employee to discover their Joy of Being (JOB).
We are a team that values entrepreneurship, collaboration, positivity, and wellness. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.
We're on the lookout for an experienced, well-rounded Sr. Accountant. This will be a fully-remote position. Culture is our priority, so we're eager to find someone whose personality and passion align with our values. Think you're a match? Let's connect!
Position Summary:
The Senior Accountant plays a critical role in the financial management of the organization by overseeing general accounting operations and ensuring the accuracy of financial records. This position is responsible for preparing financial reports, reconciling accounts, and supporting the month-end and year-end close processes. The Senior Accountant provides expertise and leadership within the accounting team while ensuring compliance with regulatory standards and company policies.
Essential Duties and Responsibilities
Manage accruals, prepayments, and journal entries as part of the month-end and year-end close processes as needed.
Maintain and reconcile balance sheet accounts related to agency bill and direct bill, ensuring all balances are complete and accurate.
Analyze financial data to identify trends, variances, and insights that inform decision-making.
Conduct variance analysis and resolve discrepancies in a timely manner.
Review balances
Address internal Partner inquiries related to agency commission revenue and/or producer commission expense
Address external Carrier inquiries related to agency commission and premium remittance.
Develop and document accounting policies and procedures to standardize agency bill and direct bill processes.
Identify and implement process improvements to enhance efficiency and accuracy with agency bill and direct bill processes.
Partner with agency bill and direct bill analysts to clear aged balances.
Ensure compliance with Generally Accepted Accounting Principles (GAAP) and other relevant regulations.
Prepare documentation and schedules to support internal and external audits.
Assist in ad hoc projects and reporting as needed.
Qualifications
Minimum Qualifications
Education & Experience:
Bachelor's degree in Accounting, Finance, or a related field (required).
CPA or CMA certification (preferred).
5+ years of progressive experience in accounting, preferably in a corporate environment.
Technical Skills:
Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle, or similar).
Advanced knowledge of Microsoft Excel, including pivot tables and complex formulas.
Familiarity with Blackline, Alteryx, and Tableau is a plus.
Key Attributes:
Strong analytical and problem-solving skills.
Excellent attention to detail and organizational skills.
Ability to work independently and meet deadlines in a fast-paced environment.
Strong communication and interpersonal skills to collaborate with cross-functional teams.
Promoting Peace of Mind for All
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role
Internal Wholesaler
Remote Job
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
We are a national multi-line Brokerage Agency that provides dedicated support and innovative resources to those who provide financial solutions to families and businesses. Our Brokerage Team is motivated, forward-thinking individuals who develop advisor relationships and design creative product solutions with advanced marketing concepts. We work as a team, and we take pride and ownership of being a trusted partner to our advisors.
The Internal Sales Representative has unlimited growth opportunity with KAFL for a driven individual with a desire to learn.
Job Description
Responsibilities:
Internal Sales Representative expected roles include but not limited to:
• Drive sales and retention of existing advisors/corporate relationships• Represent AIMCOR and KAFL's portfolio of insurance products knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.• Case design, running illustrations, and preparing quotes and proposals for Advisors• Assist with case planning composites and summary presentation spreadsheets• Share business-building ideas and strategies with Advisors• Provide technical information to advisors on advanced marketing concepts and assist in case design• Aid in new business application process• Work with case managers to seamlessly place other than applied for offers• Coordinate reporting for and schedule meetings with top Advisors.• Offer and coordinate client marketing programs with assigned advisors (ie: client and prospect seminars)• Establish and meet call activity expectations and monthly sales goals • Actively seek and participate in continuous training and enhance personal industry product knowledge to effectively communicate and build credibility with financial advisors/clients• Work closely with other business partners to align activities and plans for all our territories and its advisors• Proactive advisor outreach to follow-up on outstanding quotes, ensure application submission and education/event attendance as well as scheduling meetings for External Brokerage Managers• Develop collaborative quarterly business plans with the external marketing team to assist them in the development of specific territories• Utilize marketing templates to create marketing pieces and presentations for your team
Skills:
• Strong Organizational Skills: Organization and persistence are valuable assets. Recognizes what needs to be done in order to achieve identified goals. Structures time and prioritizes to meet objectives. Willing and eager to learn.• Teamwork and Collaboration: Contributes to the efforts of the organization as a team player. Works with KAFL Individual Sales and Employee Benefit teams to identify and capitalize on opportunities.• Strong Analytical Skills: Ability to evaluate the needs of each client to determine and effectively understand and communicate complex concepts. Comfortable with technology. • Strong Interpersonal and Communication Skills• Prospecting Skills: Ability to market and sourcing clients.• Business Acumen: Has a sense of ownership, and drives positive results. Understands when to leverage resources and fiscal responsibility.• Adaptability: Ability to adapt to a changing environment and systems. Able to prioritize and work well under pressure.• Learning: Passionate about learning and has a growth mindset.
Qualifications:
• Undergraduate degree or equivalent experience required• Candidate must be motivated with strong selling skills and the ability to drive his/her objectives relatively autonomously. • Strong background in case design, running illustrations, and preparing quotes and proposals for advisors.• At least 3 years of wholesaling, internal or advanced marketing experience in the life insurance, financial planning, or other related field as well as proven success working with financials professionals to incorporate protection solutions as part of a holistic financial planning process. • Limited travel within Northeastern region required. This region includes Upstate New York and Western and Central PA. • License (s): Applicable State Insurance Licenses (Required)
Our Core values we live by:
· Integrity - Doing right by our advisors and clients regardless of revenue outcomes to our organization is of the upmost importance to our team.
· Respect - Models respect for others while encouraging a culture of listening.
· Accountability - Self-motivated; We would like the candidate to commit to the activity it takes to become a successful sales and marketing professional. This will include independent learning outside of normal business hours as well as a commitment to getting the job done when high priority opportunities present themselves.
· Innovation - new ideas are welcome on our team. We look to all members to bring improvement suggestions to our process and service models.
· Collaboration - The ability to work with a team includes the ability to develop relationships that promote open communication. The team will expect the ideal candidate to have fun, work hard and make a joint effort to grow as a unit sharing ownership in challenges and success.