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AmeriLife

Insurance and financial solutions via agents

Senior Support Specialist

Implementation & Technical Account ManagementUpdated on Nov 10
Full-timeOverland Park, KS, USANo salary listedHybrid

About the Job

Requirements

  • JavaScript scripting experience is required.
  • Familiarity with insurance industry concepts, practices, and procedures is preferred.
  • Salesforce experience is a plus.
  • Experience with Microsoft Office Suite, including Excel, Word, and Outlook, is required; advanced Excel knowledge is necessary.
  • Data reconciliation skills are required.
  • Strong organizational skills are required.
  • Attention to detail and the ability to work efficiently under deadline pressure are essential.
  • Ability to multitask, prioritize, and manage time efficiently is required.
  • Ability to work in a fast-paced team environment as well as independently is required.
  • Strong interpersonal skills and effective oral and written communication with internal and external stakeholders are required.
  • Flexibility, adaptability, energy, and self-direction are required.

Responsibilities

  • Become a subject matter expert in Selerix.
  • Work and resolve systems support tickets within the specified timeline in Salesforce.
  • Perform approved development changes to existing Billing System Integration, EDI, COBRA, and Payroll reports.
  • Research and resolve report bugs.
  • Provide users with resources or direct them to resources for report inquiries or user errors.
  • Develop custom payroll reports by gathering and reviewing requirements, specifications, and codes; participating in payroll file setup calls; building reports; testing according to the payroll file test plan; monitoring client testing and making changes based on feedback; implementing production files and tracking recurring files; and conducting periodic payroll file audits.
  • Develop insurance carrier 834 and non-834 EDI reports in carrier-specified formats by gathering and reviewing requirements, specifications, and codes; participating in carrier EDI setup calls; building and internally testing files against enrolled data; monitoring carrier testing and making changes based on feedback; and handing off files to the internal EDI team for production implementation and ongoing monitoring.
  • Develop COBRA employer reports, including new plan member, qualifying beneficiary, and special plan member reports as contracted; gather and review requirements, specifications, and codes; participate in vendor setup calls; internally test payroll and audit against qualifying COBRA events in TurnKey-Selerix; monitor vendor testing and make changes based on feedback; and hand off reports to the internal EDI team for production implementation and ongoing monitoring.
  • Implement client census import files by building or developing client-specific specifications and account structures, participating in setup calls, conducting testing and providing feedback, implementing production files, and tracking recurring files.
  • Perform approved specialty case scripting across TurnKey cases, including custom life-event handling, help screens, pop-ups, case themes, product or plan rules, and application and form mapping.
  • Set up and renew open-enrollment case builds on the TurnKey platform.
  • Provide implementation guidance to the account management team or clients on optimal case-build design and setup.
  • Process or update client-specific JavaScript eligibility rules.
  • Review benefit plan designs, eligibility rules, and client requirements; provide feedback and collect missing information to support successful case setup and rollout.
  • Build or update cases, eligibility classes, and plans.
  • Collaborate to obtain accurate and complete client census files.
  • Complete testing fixes and resolve case-build bugs.
  • Deliver cases accurately and on time.

Desired Qualifications

  • Familiarity with insurance industry concepts, practices, and procedures.
  • Salesforce experience.

About the Company

AmeriLife

Insurance and financial solutions via agents

AmeriLife is a major distributor of insurance and financial solutions for a wide range of clients, including individuals and businesses. It partners with insurance agents and financial advisors to provide customized benefits such as Medicare Advantage, Medicare Supplement, PDP, ACA, ancillary, and life insurance. The company operates via a large marketing and distribution network that includes in-field agents, telesales, and hybrid salesforces, enabling it to offer products, leads, and strong commissions to its independent agents. Revenue comes from selling insurance and related financial products through this network. Compared with competitors, AmeriLife emphasizes a broad, multi-channel distribution model, a large agent network, substantial incentives, collaboration, and ongoing professional development to drive growth. Its goal is sustainable business expansion: to help more clients access tailored insurance solutions while expanding its agency locations, agents, and client base.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$395M
Headquarters
Clearwater, FL
Founded
1971

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