Simplify Logo
AmeriLife

AmeriLife

Insurance and financial solutions via agents

AI Solution Engineer

Full-Time
$170k - $190k/yr
Mid, Senior, Expert
Bachelor's, Master's
New Mexico, USA+47 more

More locations: Washington, USA | Kansas, USA | Pennsylvania, USA | Oregon, USA | Delaware, USA | Iowa, USA | California, USA | Washington, DC, USA | Vermont, USA | Connecticut, USA | Texas, USA | Montana, USA | Florida, USA | New Hampshire, USA | Nevada, USA | South Carolina, USA | South Dakota, USA | Georgia, USA | Arizona, USA | Mississippi, USA | Tennessee, USA | Virginia, USA | Arkansas, USA | Minnesota, USA | Colorado, USA | Nebraska, USA | Rhode Island, USA | Utah, USA | Kentucky, USA | West Virginia, USA | New York, NY, USA | Maryland, USA | Hawaii, USA | Wisconsin, USA | Maine, USA | Massachusetts, USA | North Carolina, USA | Oklahoma, USA | Missouri, USA | Ohio, USA | New Jersey, USA | Indiana, USA | Louisiana, USA | Michigan, USA | Illinois, USA | Alabama, USA | Idaho, USA

Remote

U.S.-based and remote, with periodic travel of roughly 15–25% to business locations and affiliate sites.

No H1B Sponsorship

About the job

Requirements
  • At least 3 years of experience building AI or machine learning systems in production, including hands-on experience designing and shipping large language model-powered agents or multi-step AI workflows.
  • Practical fluency with at least one agent framework or software development kit, such as Claude Agent SDK, LangGraph, LangChain, Databricks Mosaic AI Agent Framework, or Semantic Kernel.
  • Experience defining tools, wiring agents to internal APIs and data, and handling structured outputs reliably.
  • Practical experience with retrieval-augmented generation and grounding, including chunking, retrieval strategy, vector search, semantic retrieval, and hybrid retrieval.
  • Experience with prompt and context engineering using versioned, tested, and evaluated approaches.
  • Experience building evaluation sets, measuring quality and regression, and implementing guardrails for accuracy, safety, and cost.
  • Sound judgment in choosing between traditional machine learning, generative artificial intelligence, deterministic automation, and their trade-offs.
  • Strong hands-on Databricks experience with notebooks, clusters, jobs, Workflows, and production-grade code.
  • Advanced SQL and solid PySpark for large-scale transformation and feature engineering on a Lakehouse.
  • Experience with Unity Catalog for governance, lineage, and access control, plus Delta Lake and medallion architecture patterns.
  • Experience with MLflow for experiment tracking, model registry, and deployment.
  • Production experience on Microsoft Azure, including Azure OpenAI or Azure AI Foundry, and deploying services on which other systems depend.
  • Strong Python engineering practice, including modular, tested, reviewable code and Git-based version control.
  • Experience designing and integrating application programming interfaces, including REST, authentication, secrets handling, and enterprise systems of record.
  • Experience with Docker containerization and continuous integration and continuous delivery for data and AI workloads.
  • Working understanding of cloud-native architecture, identity and role-based access control, and data governance in a regulated environment.
  • A solid foundation in statistical modeling and machine learning, including judgment in matching methods to business problems.
  • Experience building and validating supervised models on structured data, including gradient boosting, regression, and classification, and taking at least one model to production.
  • Experience with time-series forecasting, hypothesis testing, and rigorous model evaluation.
  • Ability to work with imperfect real-world data, including missing values, class imbalance, drift, and inconsistent source systems.
  • Demonstrated ability to work directly with non-technical business leaders to discover opportunities, frame problems, and set expectations honestly.
  • Full production ownership from problem definition through deployment, adoption, and iteration.
  • Experience leading delivery at the project or pod level through planning, sequencing, and accountability for an outcome.
  • A Bachelor's or Master's degree in Computer Science, Data Science, Engineering, Statistics, Applied Mathematics, or a related technical field, or equivalent experience with a strong portfolio of shipped work.
  • Six to ten years of combined software, data, or AI/machine learning engineering experience, including at least two years of hands-on experience with large language model-based systems.
  • Authorization to work in the United States without sponsorship.
Responsibilities
  • Design, build, and deploy multi-step AI agents that complete business workflows by retrieving governed data, calling internal application programming interfaces and tools, making bounded decisions, and escalating to a human when appropriate.
  • Engineer tool and function definitions, retrieval and grounding strategies, state and memory, orchestration, retries, failure handling, and cost and latency management.
  • Build golden datasets, offline and online evaluations, regression suites, human-in-the-loop reviews, and guardrails into the development process.
  • Instrument and operate production systems through tracing, monitoring, drift and quality alerting, and ownership of each production surface.
  • Harvest reusable components into the shared services catalog.
  • Embed with operations, distribution, and affiliate leaders to observe workflows and identify high-value use cases.
  • Translate business problems into solution designs that distinguish what is automatable, what requires process work, and what is not worth building.
  • Establish reference architectures and preferred patterns for the vertical and contribute them to the central AI capability.
  • Make build-versus-buy recommendations and determine when an agent, model, rule, or fixed process is appropriate.
  • Build and validate forecasting, propensity, segmentation, and anomaly-detection models for planning or automated decisions.
  • Engineer features and pipelines on the Lakehouse for models and agents.
  • Design baselines, holdouts, A/B tests, quasi-experimental designs, and other measurement approaches to determine whether solutions worked.
  • Communicate results to audiences ranging from engineers to distribution executives.
  • Document intended use, limitations, training-data assumptions, testing approaches, and monitoring plans for every production model and agent, and maintain the model inventory.
  • Apply de-identification and least-privilege access when working with protected health information, financial data, or Medicare-related data.
  • Identify fairness and unfair-discrimination risks in underwriting, rating, and pricing applications and route them for actuarial and compliance review.
  • Build auditability through reproducible code, documented lineage and methodology, and recordkeeping aligned with HIPAA, FINRA, SEC, CMS, and state insurance requirements.
Desired Qualifications
  • Hands-on experience with Claude, including Agent SDK, Claude Code, or Model Context Protocol, and/or Microsoft Copilot, including Copilot Studio agents, Microsoft 365 Copilot declarative agents and extensibility, or Copilot connectors.
  • Experience building or consuming Model Context Protocol servers to expose enterprise data and tools to agents.
  • Experience with multi-agent orchestration, human-in-the-loop workflow design, or long-running agent state management.
  • Experience with document intelligence and unstructured-data extraction at scale for forms, contracts, or statements.
  • Experience with large language model fine-tuning or adaptation and judgment about when it is preferable to prompting or retrieval.
  • Experience with Databricks Mosaic AI, including Agent Framework, Vector Search, Model Serving, AI Gateway, or Foundation Model APIs.
  • Experience with Delta Live Tables, Feature Store, Lakehouse Federation, or Databricks Asset Bundles.
  • Databricks certification such as Data Engineer Professional, ML Engineer Professional, or Generative AI Engineer Associate.
  • Experience with Azure Data Factory, Functions, API Management, Key Vault, Entra ID, Azure DevOps, or Logic Apps.
  • Experience with infrastructure-as-code using Terraform or Bicep and with MLOps or LLMOps.
  • Azure certification such as AI Engineer Associate, Data Scientist Associate, or Solutions Architect Expert.
  • Experience with clustering, anomaly detection, causal inference, uplift modeling, or Bayesian methods.
  • Experience with experiment design and measurement in an operational, non-web setting.
  • Experience applying optimization or simulation to a business process.
  • Experience in insurance, financial services, healthcare, or another regulated industry, especially Medicare distribution, life and annuity, producer contracting, or commissions.
  • Experience in a federated or multi-affiliate organization where influence matters more than authority.
  • Consulting, forward-deployed, or embedded-engineering experience.
  • A track record of raising the technical bar through patterns, reviews, enablement, or mentorship.
  • TypeScript experience.

About the company

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

Get referred to AmeriLife

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • January 2026 hired Todd Buchanan from WFG to accelerate wealth distribution growth.
  • AmeriLife added Brian Krantz in January 2026, expanding advisor-first Medicare support nationwide.
  • July 2026 promoted Moira Lowe and Darryl Ronconi, showing continued platform investment.

What critics are saying

  • AmeriLife sued CMS in 2024 over Medicare Advantage compensation caps; 2026 revenue remains exposed.
  • Medicare rule changes hit AmeriLife's FMO economics first, threatening 2027 carrier renewals.
  • AmeriLife's affiliate sprawl demands flawless integration; compliance failures across dozens of brands destroy trust.

What makes AmeriLife unique

  • AmeriLife controls a 325,000-agent distribution network and 160+ marketing organizations.
  • AmeriLife bundles Medicare, annuities, life insurance, and lead programs under one platform.
  • AmeriLife keeps adding specialized affiliates like Saybrus, Levinson, and Plan Medicare.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Life Insurance

Paid Vacation

Parental Leave

401(k) Company Match

Growth & Insights and Company News

Headcount

6 month growth

16%

1 year growth

16%

2 year growth

16%
Newswire
Jul 27th, 2026
Saybrus Partners' Moira Lowe named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth.

Saybrus Partners' Moira Lowe named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth. Longtime leader to take on expanded platform-level role while continuing to lead Saybrus operations HARTFORD, CT AND CLEARWATER, FL, July 27, 2026 (Newswire.com) - Saybrus Partners ("Saybrus"), a market leader in life and annuity distribution and an affiliate of AmeriLife Group, LLC ("AmeriLife"), today announced that Moira Lowe, J.D., Principal and Chief Administrative Officer of Saybrus and President, Saybrus Equity Services, LLC, has been named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth, reporting to Todd Buchanan, President, AmeriLife Wealth. Lowe will continue to serve in her current leadership roles at Saybrus while expanding her responsibilities to help drive greater alignment and operational excellence across AmeriLife Wealth's life and annuity affiliate network. In this new platform-level role, Lowe will work across AmeriLife Wealth's life and annuity affiliates to close operational gaps, elevate best practices, and build the infrastructure that helps producers and distribution partners scale with confidence, extending the same operational discipline that has defined her work at Saybrus to the broader AmeriLife Wealth platform. "Moira has been instrumental in building Saybrus into the organization it is today, and this appointment is a natural extension of the leadership she's shown since we started the company in 2009," said Ed Cassidy, Managing Principal of Saybrus. "Being part of AmeriLife Wealth's continued build-out matters to us. It means having a direct hand in shaping the platform we're part of, not just benefiting from it. I'm excited for Moira to bring her expertise to this broader role, and confident it will strengthen both Saybrus and the affiliates we work alongside every day." "I'm honored to take on this new role, and grateful to AmeriLife for the trust they've placed in me," said Lowe. "AmeriLife Wealth is assembling something special, and I'm excited to help extend the same operational discipline and client-first approach that has always defined Saybrus across the broader life and annuity affiliate network. This is a tremendous opportunity to add value not only to Saybrus, but to the advisors, financial professionals, and affiliates that make up the AmeriLife Wealth platform, and I'm looking forward to working alongside Todd and the rest of the team to help build what's next." Lowe has been with Saybrus since it was founded in 2009 and has more than 25 years of financial services experience, including prior roles as Vice President, Chief Compliance Officer, and Senior Counsel at organizations including The Phoenix Companies, Inc., Tower Square Securities, and Sun Life Financial. She holds a B.S. from Syracuse University and a J.D. from Western New England College School of Law. About Saybrus Partners Saybrus Partners, LLC, helps institutions and financial professionals address clients' needs with life insurance and annuity solutions that provide both basic protection and support for retirement, estate, and business planning. Its partner firms include institutional financial advisors, insurance retailers, banks, and broker/dealers. Customizing its services to best fit its partners' businesses, the company offers a complete set of distribution capabilities, including assisted sales, traditional wholesaling, new business operations, and custom product design. For more information, visit SaybrusPartners.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 325,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on LinkedIn.

Tri-City Herald
Jul 27th, 2026
Saybrus Partners' Moira Lowe named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth.

Saybrus Partners' Moira Lowe named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth. July 27, 2026 6:09 AM Gift Article Longtime leader to take on expanded platform-level role while continuing to lead Saybrus operations HARTFORD, CT AND CLEARWATER, FL / ACCESS Newswire / July 27, 2026 / Saybrus Partners ("Saybrus"), a market leader in life and annuity distribution and an affiliate of AmeriLife Group, LLC ("AmeriLife"), today announced that Moira Lowe, J.D., Principal and Chief Administrative Officer of Saybrus and President, Saybrus Equity Services, LLC, has been named Senior Vice President, Life & Annuity Field Operations for AmeriLife Wealth, reporting to Todd Buchanan, President, AmeriLife Wealth. Lowe will continue to serve in her current leadership roles at Saybrus while expanding her responsibilities to help drive greater alignment and operational excellence across AmeriLife Wealth's life and annuity affiliate network. In this new platform-level role, Lowe will work across AmeriLife Wealth's life and annuity affiliates to close operational gaps, elevate best practices, and build the infrastructure that helps producers and distribution partners scale with confidence, extending the same operational discipline that has defined her work at Saybrus to the broader AmeriLife Wealth platform. "Moira has been instrumental in building Saybrus into the organization it is today, and this appointment is a natural extension of the leadership she's shown since we started the company in 2009," said Ed Cassidy, Managing Principal of Saybrus. "Being part of AmeriLife Wealth's continued build-out matters to us. It means having a direct hand in shaping the platform we're part of, not just benefiting from it. I'm excited for Moira to bring her expertise to this broader role, and confident it will strengthen both Saybrus and the affiliates we work alongside every day." "I'm honored to take on this new role, and grateful to AmeriLife for the trust they've placed in me," said Lowe. "AmeriLife Wealth is assembling something special, and I'm excited to help extend the same operational discipline and client-first approach that has always defined Saybrus across the broader life and annuity affiliate network. This is a tremendous opportunity to add value not only to Saybrus, but to the advisors, financial professionals, and affiliates that make up the AmeriLife Wealth platform, and I'm looking forward to working alongside Todd and the rest of the team to help build what's next." Lowe has been with Saybrus since it was founded in 2009 and has more than 25 years of financial services experience, including prior roles as Vice President, Chief Compliance Officer, and Senior Counsel at organizations including The Phoenix Companies, Inc., Tower Square Securities, and Sun Life Financial. She holds a B.S. from Syracuse University and a J.D. from Western New England College School of Law. About Saybrus Partners Saybrus Partners, LLC, helps institutions and financial professionals address clients' needs with life insurance and annuity solutions that provide both basic protection and support for retirement, estate, and business planning. Its partner firms include institutional financial advisors, insurance retailers, banks, and broker/dealers. Customizing its services to best fit its partners' businesses, the company offers a complete set of distribution capabilities, including assisted sales, traditional wholesaling, new business operations, and custom product design. For more information, visit SaybrusPartners.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 325,000 agents, financial professionals, and more than 160 marketing organizations and insurance agencies. For more information, visit AmeriLife.com and follow AmeriLife on LinkedIn.

Associated Press
Jul 7th, 2026
Crump Life Insurance names Mike Bellig head of sales to drive growth strategy

Crump Life Insurance Services, an AmeriLife company and one of the United States' largest wholesale distributors of life insurance and retirement solutions, has appointed Mike Bellig as Head of Sales. Bellig will report to Todd Buchanan, President and CEO of Crump and President of AmeriLife Wealth. Bellig brings extensive experience building high-performing sales organisations across the life insurance and financial services industry. Most recently, he served as National Sales Leader at John Hancock Life Insurance, where he grew total sales by more than $100 million, delivering 15% year-over-year growth. Previously, Bellig was Owner and Vice President of Sales at Trumark Wholesale Insurance Services. He holds a Juris Doctor from Pepperdine University School of Law and the Chartered Life Underwriter designation.

AmeriLife
Jun 23rd, 2026
AmeriLife survey: less than half of Millennials and Gen X feel they're taking the right financial steps for retirement.

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
Jun 15th, 2026
AmeriLife earns 2026 Great Place To Work Certification(TM) for second consecutive year.

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.