AmeriLife→
TruChoice - Licensing and Contracting Associate at AmeriLife in Remote
Entry LevelRemoteFull-timeRemote$52k–$57k/yr
Skills
contracting knowledgecarrier websitesinsurance operationsstate regulationscontinuing education requirementsanti money laundering (aml)surelcregedclear verbal and written communication
Job Description
Summary: AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. The Licensing and Contracting Associate is responsible for managing contracting and licensing requests while delivering high-quality service to financial professionals, ensuring compliance with established processes and regulatory standards.
Responsibilities:
- Respond to and process contracting and licensing requests by applying department knowledge, established practices, and quality standards while meeting service‑level expectations
- Deliver proactive, customer‑focused communication and take ownership of requests to ensure timely and accurate resolution
- Build and maintain effective relationships with financial professionals by providing education on operational processes, requirements, and changes
- Apply and continue to develop knowledge of carrier websites, contracting procedures, products, and commissions
- Understand and utilize third‑party vendors such as SureLC and RegEd
- Ensure compliance with carrier guidelines, state regulations, and internal policies while using sound judgment to support financial professionals, customers, and TruChoice
Required Qualifications:
- Working knowledge of carrier specific contracting rules, carrier websites, products, and commission levels
- Understanding of state specific requirements such as continuing education, best interest standards, and Anti Money Laundering (AML)
- Knowledge of Operations, Insurance, and/or Financial Services
- Strong attention to detail, organization, and decision‑making skills
- Business acumen and problem‑solving abilities
- Ability to adapt to changing priorities in a fast‑paced environment
- High level of accountability and ownership
- Clear verbal and written communication skills
- Customer‑focused mindset with a willingness to learn and grow
- Ability to follow standard operating procedures and seek guidance when appropriate
- Proficiency with computers and comfort working with digital tools and systems
Preferred Qualifications:
- Bachelor's or associate degree preferred, or equivalent combination of education and relevant experience
- Related experience in contracting, insurance operations, carrier rules, or state regulations is strongly preferred
Required Skills: Contracting knowledge, Carrier websites, Insurance operations, State regulations, Continuing education requirements, Anti Money Laundering (AML), SureLC, RegEd, Clear verbal and written communication
Benefits: PTO, Medical, Dental, Vision, Retirement savings, Disability insurance, Life insurance
Benefits
PTO
Medical
Dental
Vision
Retirement savings
Disability insurance
Life insurance