TC Contracting Operations Sr. Analyst

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 general direction, the Contracting Process Analyst role is responsible for oversight of the Contracting workflow and strategy best practices related to all business systems, processes and data review, reporting and analytics. Manages project and change initiatives by identifying, creating and implementing complex procedures, user acceptance test plans, with effective user communication and training. Serves as a workflow and process consultant to improve the business process and customer process and experience. Successfully influences business results by establishing and maintaining strong customer relationships, recommending process improvements, and influencing digital adoption. 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. Collaborates with management and key stakeholders to ensure effective status quo and seizing opportunities for efficiency and to stay competitive in the marketplace. Provides training, coaching and onboarding to staff as appropriate and delegated by upper management.

Job Description

Job Duties and Responsibilities

• Leads change initiative projects representing complex business processes, rules, controls, and reports for area of expertise.
• Oversees the execution of workflows to ensure 100% accuracy of execution, integrity of data, business rules, controls, standard operating procedures.
• Responsible for core carrier communication and reporting in partnership with management. 
• Strengthen relationships by demonstrating excellent communication skills and interactions resulting in a positive impact on the business.
• 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.
• Solve complex issues through cognitive thinking and sound, independent judgment. 
• Accurately applies process knowledge to proactively anticipate customer needs and identify any potential issues and facilitate action for resolution.
• Acts as a mentor or subject matter expert for assigned areas. Provides mentoring and coaching to employees as delegated by management.
• Communicates with the field including training and education including Onboarding, Business Reviews, and in-person and virtual office visits.
• Workload coordination and daily integrity reports.
• Process and assign Wholesalers and contracting managers to producers through understanding of different business streams, roles, knowledge and strength of employees.
• Manage the onboarding of new Carriers and companywide rollout process. 
• Other duties as assigned by management.

Skills and Abilities

• Ability to adapt to changes in priorities and influence this change to key stakeholders.
• Strong verbal and written communication skills.
• Analytical mindset to solve simple and complex problems.
• Knowledge of Operations, Insurance, and Financial Services
• Strong decision-making skills both in a team-driven environment and independently.
• Thorough attention to detail.
• Premier customer-service orientation.

Experience and Education

• Has five (5) to ten (7) years of experience in a related operations role. 
• Financial and Insurance industry preferred. 
• Associates degree in related filed or equivalent work experience required

Salary

Salary Range: $65,000 to $70,000 

Salary offers will vary commensurate with experience, education, skills, and training  

 

What AmeriLife Offers

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

Equal Employment Opportunity Statement

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, religi