Full-Time
Career Business Analyst
Posted on 7/30/2026
AmeriLife
1,001-5,000 employees
Insurance and financial solutions via agents
No salary listed
Clearwater, FL, USA
In Person
 Business & Strategy (1) |
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- An associate degree in business or related experience is required.
- Knowledge of the insurance industry and its terminology is required.
- Prior experience in data review and analysis is required.
- The candidate must be adept with basic research methods.
- The candidate must be able to think analytically.
- The candidate must have mastery of basic mathematics and statistics.
- The candidate must be proficient in Microsoft PowerPoint and other presentation-style platforms.
- The candidate must be able to create visual descriptions of findings and present them to staff at varying levels in the organization.
- The candidate must be able to work independently.
- The candidate must be able to collaborate with managerial staff from various departments.
- The candidate must have strong organizational skills.
- Collect and organize specified data from various sources, including Career subject matter experts, customer relationship management reports, agency business plans, leads, sales and budgetary reports, and other company resources.
- Review collected data for trends and outliers and highlight production, recruiting, sales, earnings or profits, contest results, and other specified parameters and results to Career management.
- Identify potential issues and offer suggestions to resolve issues identified through data analysis.
- Create detailed reports of data and analytical findings on monthly, quarterly, and annual schedules and clearly communicate them to management.
- Perform other related duties as assigned.
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
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Simplify's Take
What believers are saying
- Senior-market cross-sell can expand revenue from Medicare, final expense, and annuities.
- Agent recruiting and training can raise productivity across field, telesales, and hybrid teams.
- Localized agency expansion can add producers and deepen penetration in underserved markets.
What critics are saying
- CMS rule changes compress Medicare commissions and restrict marketing across core channels.
- Carrier benefit cuts and plan exits weaken products and increase client churn.
- Independent agents can defect to rivals offering better commissions, leads, or issue speed.
What makes AmeriLife unique
- AmeriLife combines insurance distribution with retirement planning across senior-market products.
- Its network spans over 300,000 agents, 114 marketing organizations, and 52 locations.
- Carrier partnerships support packaged solutions across Medicare, life, annuities, and wealth.
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↑ 17%AmeriLife survey: less than half of Millennials and Gen X feel they're taking the right financial steps for retirement. New research released during National Annuity Awareness Month highlights a significant knowledge gap around retirement strategies and income solutions. CLEARWATER, Fla. - June 23, 2026 - A new survey commissioned by AmeriLife reveals that fewer than half (47%) of Americans in their peak earning years feel they are on track to meet their retirement goals, highlighting a significant confidence gap fueled by limited financial knowledge and insufficient access to professional guidance. The online survey of 2,000 U.S. adults ages 30-61, conducted by Atomik Research, also found that nearly one in four respondents (24%) said it is "very true" that their lack of financial knowledge holds them back from investing to achieve their financial goals, with another 23% saying it is somewhat true. At the same time, only 47% say they have adequate access to qualified financial professionals who can help them achieve those goals, highlighting a disconnect between need and support. "Americans today are navigating an increasingly complex retirement landscape, and many are doing so without the level of clarity or confidence they need," said Todd Buchanan, President, AmeriLife Wealth. "This research shows that the challenge isn't just about saving, but also about understanding how to turn those savings into a sound retirement strategy." Lower Confidence Among Gen X and Women Gen X respondents report lower confidence in their retirement readiness than Millennials (39% vs. 55%), while a gender gap persists, with 52% of men versus 41% of women saying they are on track, underscoring opportunities for more targeted education and engagement. Income Improves Confidence, but Not Clarity in Retirement Planning While respondents earning $50,000 or more show higher levels of confidence, it's clear that income alone does not eliminate the need for guidance. While nearly two-thirds (63%) say they are taking the right financial steps toward retirement, more than one-third (37%) are either unsure or not on track. Additionally, nearly half of those earning $50,000 or more (47%) say their lack of knowledge prevents them from investing to reach their financial goals. This uncertainty extends to retirement income strategies. Among those earning $50,000 or more, only 36% own an annuity, while nearly half (48%) report confusion around competing viewpoints. These findings show that higher income boosts confidence but does not eliminate the need for clearer guidance and education. Lack of Knowledge About Retirement Income Planning and Annuities The survey also revealed a significant lack of familiarity with key retirement income products, including annuities, despite high interest in solutions that provide stability and protection. * Nearly half (44%) of respondents say they are not sure how annuities fit into an investment portfolio * Women are 33% more likely than men to be unsure * More than half (55%) say they are confused by competing viewpoints about annuities (27% say they are extremely confused; 28% somewhat confused) * Only 17% give themselves an "A" for understanding annuities * 38% of Gen X respondents give themselves the worst grades (D or F) More than half of respondents (54%) said they would be likely to include an annuity in their retirement plan if it offered guaranteed lifetime income while protecting their principal from market losses. Lack of Time and Resources for Research In addition to knowledge gaps, time constraints may also be a barrier to better retirement planning. * 21% of respondents say they do not have enough time to research how annuities could help them reach their financial goals * 27% say they have some time, but not enough to fully evaluate their options Nearly a third of respondents (32%) report having no primary source of information about annuities, and among those who do, most rely on friends and family, suggesting limited access to professional guidance may be hindering informed decision-making. Annuity Owners Wish They Knew Earlier While only 21% of respondents currently have an annuity, those who do report strong hindsight conviction in their decision, with 88% saying they wish they had been educated about the benefits of annuities earlier. This reinforces the importance of earlier engagement and clearer education around retirement income planning. Closing the Knowledge Gap As National Annuity Awareness Month brings renewed focus to retirement income strategies, the survey highlights a critical opportunity to improve financial literacy and expand access to education. "Americans are clearly looking for ways to feel more secure about their financial future," Buchanan added. "Bridging the knowledge gap is key to helping more people move from uncertainty to confidence in their retirement planning." Survey Methodology AmeriLife commissioned Atomik Research to conduct an online survey of 2,000 U.S. adults ages 30-61, including 1,000 Millennials (ages 30-45) and 1,000 Gen X respondents (ages 46-61). The survey was fielded between May 27 and June 1, 2026. The margin of error is +/- 2 percentage points with a confidence level of 95%.
AmeriLife earns 2026 Great Place To Work Certification(TM) for second consecutive year. Leading U.S. health and wealth distribution company again recognized for outstanding employee experience and workplace culture. CLEARWATER, Fla. - June 15, 2026 - AmeriLife Group, LLC ("AmeriLife"), a national organization that develops, markets, and distributes life and health insurance, annuities, and retirement planning solutions, is proud to announce it has earned Great Place To Work(R) Certification(TM) for the second consecutive year. This prestigious recognition is based entirely on the real-time feedback of current employees, with 82% of AmeriLife team members reporting that it is a great place to work, 25 points higher than the average U.S. company. "Earning this recognition for the second year in a row is a reflection of the people who make AmeriLife a special place to work every day," said Scott R. Perry, chairman and CEO of AmeriLife. "Our employees are the foundation of everything we build and everything we achieve. We remain deeply committed to cultivating a culture where people feel trusted, empowered, and inspired to grow, and this certification affirms that those efforts continue to take hold." "Being certified for the second consecutive year speaks to the sustained commitment we've made to our people - not just in our programs and benefits, but in how we show up for one another every day," added Kiersten Burstiner, Chief Human Resources Officer of AmeriLife. "We listen, we evolve, and we invest in creating an environment where every team member has the opportunity to thrive. This recognition energizes us to keep raising the bar." According to Great Place To Work research, job seekers are 4.5 times more likely to find a great boss at a Certified Great Workplace. Additionally, employees at Certified workplaces are 93% more likely to look forward to coming to work. They are twice as likely to be paid fairly, earn a fair share of the company's profits, and have a fair chance of promotion. "Great Place To Work Certification is a highly coveted achievement that requires consistent and intentional dedication to the overall employee experience," says Sarah Lewis-Kulin, Vice President of Global Recognition at Great Place To Work. "By successfully earning this recognition for the second year in a row, it is evident that AmeriLife stands out as one of the top companies to work for, providing a great workplace environment for its employees." Great Place To Work(R) is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention, and increased innovation.
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]