Administrative Assistant

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.

Requirements

• 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.
• What AmeriLife Offers
• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
• Equal Employment Opportunity Statement
• Americans with Disabilities Act (ADA) Statement
• Pay Transparency Statement
• Background Screening Statement
• 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 con

Benefits

Additional Information

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 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 Description

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