Full-Time
Support Specialist
Posted on 2/27/2026
AmeriLife
1,001-5,000 employees
Insurance and financial solutions via agents
No salary listed
Horsham, PA, USA
In Person
 Customer Experience & Support (1) |
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- High school diploma or equivalent (college experience is preferred but not required).
- Make outbound and receive inbound calls from agents to assist with certification processes and service-related issues
- Learn and apply HIPAA, LIMRA, and CMS compliance guidelines
- Follow up with carriers on enrollment and application statuses
- Provide product information and support to agents regarding health products
- Manage and respond to incoming emails from agents, carriers, and internal staff
- Provide product rate quotes across multiple product lines
- Share information about certifications, webinars, and training sessions
- Coordinate and track certification progress with internal teams
- Manage supply orders for agents and the home office
- Utilize internal systems including our agent database and online enrollment tools
- Support additional duties and projects as needed
- Professional and articulate with strong communication skills
- Proficient in Microsoft Outlook, Excel, and Word
- Quick learner and tech-savvy, with the ability to troubleshoot online tools
- Self-motivated and able to work independently and within a team
- Familiarity with Medicare and insurance concepts is a plus
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, Florida
Founded
1971
Simplify's Take
What believers are saying
- Crump acquisition adds $13B annual premiums from 26,000 professionals.
- Brian Krantz partnership scales Medicare support for 30,000+ beneficiaries nationwide.
- Todd Buchanan's 30-year expertise drives Wealth Distribution growth.
What critics are saying
- Crump integration fails, destroying 40-60% value in 12-24 months.
- Carrier consolidation cuts Medicare commissions by 40%+ volume in 12 months.
- Srivastava's tech delays fragment compliance across 160 affiliates in 18 months.
What makes AmeriLife unique
- AmeriLife leads as largest IMO with 300,000-agent network since 1971.
- Expansive hybrid salesforce offers Medicare, life, and annuity products nationwide.
- Affiliate model integrates 160+ marketing organizations for comprehensive distribution.
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Benefits
Health Insurance
Life Insurance
Paid Vacation
Parental Leave
401(k) Company Match
Company News
TruChoice Financial's James Ruhle named to Insurance Business America's 2026 Top Specialist Wholesale Brokers list. * 4 hrs ago Industry veteran recognized for expertise in advanced annuity solutions and commitment to financial professional partnerships MINNEAPOLIS, MN and CLEARWATER, FL / ACCESS Newswire / March 12, 2026 / AmeriLife Group, LLC ("AmeriLife"), a national leader in developing, marketing, and distributing annuity, life, and health insurance solutions, is proud to announce that James Ruhle, Divisional Vice President of Advanced Annuity Sales at TruChoice Financial, an AmeriLife company, has been named to Insurance Business America's (IBA) Top Specialist Wholesale Brokers list for 2026. Now in its 10th year, the IBA Top Specialist Wholesale Brokers list recognizes 39 industry professionals who serve as critical partners in placing complex and hard-to-insure risks across the U.S. market. The recognition spotlights brokers who demonstrate unique insights, highly developed skill sets, and exceptional contributions to the financial success of their clients and business partners. "What sets James apart isn't just his 23 years of experience or his encyclopedic knowledge of annuity products-it's his authentic commitment to building lasting relationships with the financial professionals he serves," said Jim Maietta, President of TruChoice. "He understands that behind every case is a client's retirement dream, and he brings that same level of care and persistence to every interaction. This recognition from Insurance Business America validates what we've known for years: James is truly exceptional at what he does, and we couldn't be prouder of his continued impact and success." Two Decades of Excellence in Annuity Solutions Based in the Detroit metropolitan area, Ruhle has spent more than 23 years specializing in advanced annuity sales and has built a reputation as one of the most reliable and knowledgeable resources in his field. Working with financial professionals across the country, he leverages deep institutional knowledge of products, markets, and carrier appetites to support sustainable, long-term growth for his partners. Ruhle's approach centers on helping financial professionals navigate the complexities of retirement planning through advanced annuity strategies and guaranteed lifetime income solutions. "James exemplifies the values that drive success at TruChoice and AmeriLife," said Todd Buchanan, President, AmeriLife Wealth. "His unwavering commitment to financial professionals, deep product knowledge, and ability to navigate complex retirement planning challenges have made him an invaluable resource to financial professionals nationwide. This recognition is well-deserved and reflects his dedication to helping clients achieve secure, comfortable retirements." About TruChoice Financial TruChoice Financial, an AmeriLife company, is a leading distributor of insurance and retirement planning solutions, empowering financial professionals to serve their clients with innovative products and exceptional support. Through comprehensive training, advanced planning tools, and dedicated wholesaling expertise, TruChoice helps financial professionals build sustainable practices focused on protecting clients' financial futures. Learn more at TruChoiceFinancial.com. About AmeriLife AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 300,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on LinkedIn. Jeff Maldonado Partnership Inquiries Michael Tobitsch View the original on ACCESS Newswire
Brian Krantz and Plan Medicare partner with AmeriLife to expand white-glove Medicare support for financial advisors nationwide. Industry veteran and respected licensed health insurance producer joins one of the nation's largest FMOs to scale an advisor-first Medicare service model for wealth management firms and their clients NEW YORK, NY AND CLEARWATER, FL / ACCESS Newswire / January 20, 2026 / AmeriLife Group, LLC ("AmeriLife"), a national leader in life and health insurance distribution, wealth management, and retirement solutions, and its affiliate and leading insurance marketing organization Senior Market Advisors, today announced that it has entered into a strategic partnership with Brian Krantz, founder and president of Plan Medicare, a nationally recognized licensed health insurance producer, to expand advisor-focused Medicare planning and education nationwide. Per the agreement, terms of the deal were not disclosed. "For more than 15 years, I have built deep relationships with hundreds of financial advisors by helping their clients make informed, confident decisions about Medicare," said Krantz. "Financial advisors aren't looking to become Medicare experts. They want a trusted resource that helps them deliver white-glove service at a critical retirement moment. AmeriLife gives us the scale, technology, and infrastructure to support more firms and more retirees, faster and with even greater precision. What started as educational seminars has grown into long-term partnerships because financial advisors trust us to handle Medicare end-to-end for their clients." Located in the heart of New York City, Krantz serves clients in all 50 states, represents more than 35 insurance carriers, and has personally advised over 30,000 Medicare beneficiaries. Through a boutique, concierge-style service model rooted in education, relationship management, and high-touch execution, he brings a uniquely scalable, advisor-aligned Medicare engine to AmeriLife's national platform. Krantz built his national footprint by partnering directly with financial advisors and wealth management firms, supported by a firm foundation of educational Medicare seminars for their offices and client communities. His team helps clients evaluate enrollment timing, Part B strategy, Medigap vs. Medicare Advantage considerations, Part D selection, and IRMAA impacts, all in coordination with retirement planning decisions. In practice, the model functions as an extension of the wealth management/advisory office-providing Medicare guidance and a clear summary back to the financial advisor-so firms can reduce internal operational noise, protect client relationships, and improve retiree outcomes. "This partnership with Brian and his team is not about adding resources-it's about adding a premier operator with national reach and a proven advisor-channel engine," said Joshua Borders, CEO of Senior Market Advisors, an affiliate of AmeriLife, which will support and partner closely with Krantz and the Plan Medicare team. "Brian has a reputation for operational excellence, clean and compliant execution, and a white-glove service model that financial advisors trust. He shows what 'high touch at scale' looks like in Medicare." "Brian and his team represent the type of leadership that moves AmeriLife's Health Distribution platform forward," added Scotty Elliott, Chief Distribution Officer of Health for AmeriLife. "He's earned the confidence of financial advisors and their clients across the country by combining deep expertise with a relationship-driven service model. Welcoming Brian into the AmeriLife family enhances our ability to serve more retirees, support more practices, and expand in some of the nation's most competitive Medicare markets." CMS Disclosure Statement Brian Krantz and Senior Policy LLC (d/b/a Plan Medicare) are not connected with, sponsored by, or endorsed by Medicare or any federal government agency. Medicare is administered by the Centers for Medicare & Medicaid Services (CMS). Information provided is for educational purposes and beneficiaries should review plan details from private insurers that contract with Medicare to find the best plan for their individual needs. About Brian Krantz & Plan Medicare With a career spanning more than 15 years, Brian Krantz has established himself as a leading authority on Medicare insurance. Licensed in all 50 states, Brian has dedicated his professional life to demystifying the complexities of Medicare for seniors across the country, helping them select coverage aligned to their needs. Under Brian's leadership, New York-based Plan Medicare has built a reputation for education-first guidance and high-touch support for those navigating Medicare. His commitment to clarity and client empowerment is evident through the personalized service Plan Medicare provides, helping clients understand their enrollment options and make informed decisions. Learn more at PlanMedicare.com. About Senior Market Advisors Senior Market Advisors, an AmeriLife company, is a full-service field marketing organization that partners with insurance agencies and their teams of independent agents to provide educational information about Medicare solutions such as Medigap and Medicare Advantage, prescription drug plans, ACA health insurance plans, annuities, and final expense life insurance and a complete product portfolio of lead programs serving an agency's senior market sales needs. For more information, visit SeniorMarketAdvisors.com. About AmeriLife AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 300,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on LinkedIn.
Todd Buchanan named President of AmeriLife Wealth. Industry veteran brings nearly three decades of experience to lead AmeriLife's expanding Wealth Distribution platform CLEARWATER, Fla., January 14, 2026 (Newswire.com) - AmeriLife Group, LLC ("AmeriLife"), a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, today announced the appointment of Todd Buchanan as President, AmeriLife Wealth. Buchanan will lead AmeriLife's Wealth Distribution organization, driving strategy and growth across its expanding network of affiliates and advisors. As part of this transition, Mike Vietri, most recently Chief Distribution Officer for AmeriLife Wealth, will assume a new role as Executive Vice President, Distribution, and Senior Advisor to the Office of the CEO, where he will continue to support AmeriLife's distribution strategy and its affiliate partners. "Todd's leadership and vision will be instrumental as we continue to expand our Wealth Distribution platform and redefine the agent and advisor experience, while his deep industry knowledge and commitment to innovation align perfectly with AmeriLife's mission to provide comprehensive, client-centric solutions," said Scott Perry, Chairman and CEO of AmeriLife. "I am likewise deeply grateful for Mike's leadership in building and scaling our Wealth Distribution organization. His continued partnership and counsel will remain critical to our success." Buchanan joins AmeriLife from Transamerica, where he served on the Transamerica Management Board and as President of World Financial Group (WFG). Under his leadership, WFG became one of the largest financial services distribution networks in North America, delivering innovative solutions to help families achieve financial security and independence. Prior to Transamerica, Buchanan held senior leadership roles at AIG Life and Retirement and served as CEO of Coherent Global, a Hong Kong-based insurance technology firm. He began his career as a U.S. Army officer, achieving the rank of Captain. With nearly 30 years of experience in financial services, Buchanan brings a proven track record of driving growth, building high-performing teams, and leading large-scale transformation initiatives. His expertise spans traditional and tech-enabled distribution models, positioning AmeriLife to accelerate its holistic wealth strategy and deliver best-in-class solutions to agents, advisors, and clients. "I'm thrilled to join AmeriLife at such an exciting time in its evolution," said Buchanan. "The company has assembled an all-star network of wealth distribution affiliates that is truly unmatched in the industry. I look forward to working with this incredible team to accelerate our ambitions, expand our reach, and deliver even greater value to our advisors and the clients they serve." Buchanan is a graduate of the University of Southern Mississippi, where he was inducted into the Alumni Hall of Fame in 2015. He actively serves on boards for Finseca, Cogent Bank, and Vineyard Capital Partners, LLC, and is passionate about advancing financial literacy and empowering families to achieve long-term security. About AmeriLife AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 300,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on Facebook and LinkedIn. Media Jeff Maldonado AmeriLife [email protected] Partnership Inquiries Alex Hyer AmeriLife [email protected]
AmeriLife names Sulabh srivastana Chief Information Officer. Newly created role to accelerate AmeriLife's digital transformation and enhance technology integration across the company's expansive affiliate network CLEARWATER, Fla., December 1, 2025 (Newswire.com) - AmeriLife Group, LLC ("AmeriLife"), a national leader in life and health insurance distribution, wealth management, and retirement solutions, today announced the appointment of Sulabh Srivastava as its Chief Information Officer (CIO). Srivastava will report to AmeriLife's Chief Operating Officer, Tim Calvert. This strategic role underscores AmeriLife's commitment to transforming its technology to accelerate growth and transformation. Srivastava will lead AmeriLife's enterprise technology organization, driving innovation and further unifying its agile platform to support the company's expanding portfolio of affiliate companies. Srivastava brings more than two decades of experience leading enterprise-wide transformations at high-growth, complex organizations. As Global CIO of Acrisure, he built scalable technology infrastructure, cybersecurity operations, and IT systems across global markets. He drove AI and automation strategies that delivered measurable improvements in efficiency and data-driven decision-making. Earlier, at Indiana University Health and University of Michigan Health-Sparrow, he led award-winning digital initiatives, including electronic medical records systems that set industry benchmarks. "Technology continues to be central to AmeriLife's ability to scale and deliver exceptional experiences for our affiliate partners and their agents," said Calvert. "Sulabh's proven track record in accelerating digital transformation and leading high-performing teams makes him uniquely positioned to transform our technology capabilities for the future." Srivastava holds a Bachelor of Engineering from Visvesvaraya National Institute of Technology and an MBA from Michigan State University's Eli Broad College of Business. Throughout his career, he has consistently aligned technology strategy with business growth objectives, delivering measurable results and competitive advantage. "I'm thrilled to join AmeriLife at such a pivotal moment in its evolution," said Srivastava. "AmeriLife's platform approach and commitment to empowering its affiliates creates tremendous opportunity for technology-driven innovation. I look forward to working alongside our leadership team and technology organization to build transformative solutions that accelerate growth and create lasting value for our partners, agents, and customers." About AmeriLife AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 300,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on Facebook and LinkedIn.
AmeriLife and Levinson & Associates forge national partnership to empower agents. Collaboration combines AmeriLife's expansive resources with Levinson's innovative solutions to deliver unmatched opportunities for licensed agents across the country CLEARWATER, FL AND CORAL SPRINGS, FL, October 16, 2025 (Newswire.com) - AmeriLife Group, LLC ("AmeriLife"), a national leader in life and health insurance distribution, wealth management, and retirement solutions, today announced a strategic partnership with Levinson & Associates, a premier insurance marketing organization (IMO) specializing in life insurance and annuity products. This partnership brings together two industry leaders committed to empowering agents and agencies with innovative tools, resources, and support to drive growth and deliver exceptional client experiences. Founded in Coral Springs, Florida, in 1972, Levinson & Associates has built a strong reputation as a trusted partner for agents nationwide, offering a comprehensive portfolio of products, including simplified issue life, universal and whole life, annuities, and survivorship solutions. With a network of more than 23,000 agents across all 50 states, Levinson & Associates provides unparalleled support throughout the underwriting process, ensuring agents can deliver tailored solutions to meet their clients' evolving needs. "Partnering with AmeriLife marks an exciting new chapter for Levinson & Associates," said Bill Levinson, Managing Partner of Levinson & Associates. "Our mission has always been to provide agents with the best tools, training, and technology to succeed. By joining forces with AmeriLife, we're amplifying that mission, expanding our offerings, and creating even greater opportunities for our agents to thrive in a competitive marketplace." Cary Levinson, President of Levinson & Associates, added: "This partnership allows us to leverage AmeriLife's scale, resources, and innovative solutions while maintaining the personalized service and agent-first culture that define Levinson & Associates. Together, we're setting a new standard for how agents serve clients and grow their businesses." Through this partnership, Levinson & Associates will continue to operate under its established brand while gaining access to AmeriLife's extensive resources - most importantly its best-in-class Health insurance distribution platform - to expand the company's holistic offerings. This collaboration also underscores AmeriLife's commitment to building a robust network of partners to meet the diverse needs of agents and clients across the country. "Levinson & Associates is a recognized leader in our industry. We're thrilled to welcome Bill, Cary, and their entire team into the AmeriLife family of companies," said Mike Vietri, Chief Distribution Officer of AmeriLife Wealth Group. "Their deep expertise, strong agent relationships, and commitment to excellence align perfectly with our mission to grow and sustain the next generation of wealth firms and their professionals." About Levinson & Associates Levinson & Associates, Inc. is a national insurance marketing organization based in Florida since 1972. Serving more than 23,000 agents nationwide, Levinson offers competitive products including term life, whole life, indexed universal life, universal life, survivorship products, annuities, and supplemental solutions. With a full-service approach and over 200 years of combined experience, Levinson provides agents with comprehensive support throughout the underwriting process, helping them deliver exceptional value to clients. To learn more, visit www.carylevinson.com. About AmeriLife AmeriLife's strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives. AmeriLife develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions to enhance the lives of pre-retirees and retirees across the United States. For over 50 years, AmeriLife has partnered with top insurance carriers to provide value and quality to customers through a national distribution network of over 300,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on Facebook and LinkedIn. Jeff Maldonado Media Contact [email protected] Alex Hyer Corporate Development [email protected]