AmeriLife

Manage client communications and coordinate new business and underwriting processes to ensure smooth client lifecycle management. | Strong knowledge of life insurance processes, proficiency in Microsoft Office, and ability to work independently in a fast-paced environment. | Why Saybrus? We strive to help employees lead fulfilling professional lives. Excellence is expected and rewarded. We believe in straightforward communication and encourage employees to share opinions and ideas. Our salaries, incentive awards and comprehensive benefits provide a highly competitive total reward package based on individual and company performance. Many of our employees work from their homes, while others are based in our Hartford, CT headquarters. Job Summary The Client Experience Coordinator serves as the primary liaison between the client and the company throughout the new business and underwriting process. This role is responsible for providing quality updates to the client, answering client questions, and ensuring a clear understanding of each step. The coordinator independently manages cases, resolves vendor issues that may arise, and will collaborate with the client to gather outstanding requirements efficiently to avoid delays. A strong knowledge of the life insurance process, excellent communication skills – both written and verbal -, and a commitment to superior customer service are essential. The Client Experience Coordinator requires professionalism, a service-oriented mindset, and the ability to work collaboratively with internal teams to support the overall success of the account. Job Description Principal Duties and Responsibilities Proactively follow up and provide communication to support client/advisor satisfaction and understanding; ensure the client understands each step in the process while providing superior service support direct to the client. Manage daily workload with emphasis on time management and quality standards. Review and assess requirements, as needed. Serve as a single point of contact with customers. Receive and resolve complex and/or sensitive customer service inquiries, complaints and problems with quality, accuracy, and in a timely manner. Proactively resolve any issues and inquiries. Manage the necessary components for the new business process directly impacting the client. Identifying cases that need special handling. Accept ownership and suggest innovative solutions to meet branch/client needs while undertaking new and different requests. Explore opportunities to add value. Use expertise in life insurance process, customer service, terminology, technology to support and enhance daily operations. Provide continuous scheduled telephone coverage as business needs dictate. Partners with Senior Case Manager to deliver a holistic experience to the branch. Perform other duties as assigned. Knowledge, Skills, and Abilities Knowledge of the life insurance process (permanent and term products), including key impairments Working knowledge of desktop applications such as Outlook, Word, and Excel. Knowledge of Smart Office and Salesforce.com a plus. Critical thinking skills with the ability to identify and troubleshoot problems, and comfort with cases involving a high degree of complexity. Excellent verbal and written communication skills; clear and effective Excellent interpersonal and relationship building skills to interact with internal and external clients. Discretion while managing confidential matters (e.g., medical records) Ability to work independently in a fast-paced, multi-faceted environment while focusing on critical deliverables. Knowledge of HIPAA rules and regulations. Comfortable in a team environment and supportive of corporate change 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, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com. Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. 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 conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond. Your success is our business For over a decade, Saybrus Partners has helped to expand the scope of advisors’ and agents’ businesses and forge deeper relationships with clients with life insurance and annuity solutions. Our partner firms include a distinguished list of financial institutions, insurance retailers, broker/dealers and the industry's top carriers. Our 100+ locally-based experts and internal staff of 50 insurance professionals provide assisted sales consultation and traditional wholesaling support. Additionally, we deliver comprehensive case management services through our in-house life new business processing operation. We also assist insurance companies in designing and bringing to market compelling new product offerings. Customization and dedication are signatures of Saybrus’ approach. Our teams work in close alignment with their partner firm(s), becoming immersed in the mission and culture of each organization. Each financial professional receives tailored service and support according to the practice’s needs and objectives. The result is a seamless, well-coordinated experience for our partners and their clients and accretive growth in their business.

Create print, digital, event marketing, and social media design assets aligned with brand guidelines while managing multiple projects and collaborating with marketing teams. | Bachelor's degree in Graphic Design or related field, 3-5 years professional design experience, proficiency in Adobe Creative Cloud, strong typography and layout skills, and ability to work within brand systems. | 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’re seeking a versatile and detail-oriented Graphic Designer to join our growing in-house creative team. This role will support a broad range of design needs across print, digital, event marketing, and social media. Reporting directly to the Executive Creative Director, the Graphic Designer will help translate strategic objectives into visually compelling, brand-aligned creative assets that elevate AmeriLife’s marketing and communications. Job Description Key Responsibilities Print Design: Create brochures, flyers, postcards, event signage, and other collateral to support affiliate and corporate marketing efforts. Digital Design: Develop web graphics, email visuals, digital ads, and presentation assets that align with AmeriLife’s digital strategies. Event Marketing Support: Design branded materials for national and regional events, including banners, stage graphics, wayfinding signage, and promotional items. Social Media: Produce engaging visual content for platforms like LinkedIn, Instagram, and Facebook, adhering to brand voice and visual guidelines. Brand Stewardship: Maintain visual consistency across all creative work by following and contributing to brand guidelines and templates. Collaboration: Work closely with the marketing, communications, and content teams, as well as with internal clients and vendors, to meet project goals and deadlines. Project Management: Manage multiple projects simultaneously while maintaining attention to detail, timelines, and creative quality. Innovation: Stay current with industry trends and best practices in graphic design and process. Qualifications Bachelor’s degree in Graphic Design, Visual Communication, or a related field 3–5 years of professional design experience (in-house or agency) Proficient in Adobe Creative Cloud (InDesign, Illustrator, Photoshop; experience with After Effects or Premiere a plus) Understanding of digital and print production processes Strong typography, layout, and visual storytelling skills Comfortable working within brand systems while bringing fresh ideas to the table Ability to receive and apply feedback in a fast-paced environment Preferred (but not required): Motion graphics or video editing capabilities Experience working with event marketing or trade show design 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