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AmeriLife

via Workday

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Customer Advocate

Anywhere
part-time
Posted 9/23/2025
Direct Apply
Key Skills:
Administrative Services
Time Management
Interpersonal Skills
Verbal Communication
Written Communication
Leadership Skills
Organizational Skills
Bookkeeping
Office Technology
Data Entry
Customer Service
Proactive Approach
Detail-Oriented
Multitasking
Meeting Coordination
Travel Arrangements

Compensation

Salary Range

$Not specified

Responsibilities

The Customer Advocate will oversee administrative and clerical activities, greet and direct office visitors, and handle basic office tasks. This role includes supporting company leadership and optimizing office operations to increase productivity and efficiency.

Requirements

Candidates should have a high school diploma or equivalent, with a preference for a degree in Business Administration. Experience in administrative services, strong communication skills, and familiarity with office technology are also required.

Full Description

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 Job Description SUMMARY / JOB PURPOSE This person will oversee administrative and clerical activities, greet and direct office visitors, collect, organize, store, and retrieve information and documents, make arrangements for meetings and travel, and handle basic office tasks, such as answering phones, updating employee, client, and company data, filing, and keeping a clean, welcoming environment. This person should be adaptable, proactive, supportive, and detail-oriented. ESSENTIAL DUTIES AND RESPONSIBILITIES: Supporting company leadership and supervising administrative department activities staff members. Greeting office visitors and directing them to the appropriate parties. Handling or delegating basic office tasks, such as filing, preparing meeting areas and presentation materials, delivering mail, answering emails and phone calls, and data entry. Coordinating schedules and managing calendars for multiple parties. Making travel arrangements and preparing documents, presentation materials, and facilities for meetings. Entering and updating company, and client records. Ordering, storing, and distributing office supplies and maintaining, repairing, or replacing office equipment. Directing, reviewing, and optimizing office operations to increase accuracy, productivity, and efficiency and reduce costs. Providing basic bookkeeping services. QUALIFICATIONS: High School Diploma or equivalent, a degree in Business Administration or relevant field preferred. Experience in administrative services or related field. Exceptional time management, interpersonal, and verbal and written communication skills. Proactive, organized approach to multitasking. Strong leadership skills. Professional, courteous manner and clear in answering the phone. Understanding of accounting principles and bookkeeping software may be required. Familiarity with office technology and equipment, including computers, fax machines, scanners, printers, phone systems, etc. About Us Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals. Our Mission AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives. Our Values AmeriLife practices five core values at all levels of the organization: Honesty – We deal truthfully with all of our clients Integrity – We always do what is right for our clients Accountability – We put our clients’ needs first by taking take ownership of our actions Excellence – We do more than our jobs by going the extra mile for our clients Courage – We stand up for what is right

This job posting was last updated on 9/24/2025

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