Coordinator, Health Brokerage Operations And Marketer Support

Coordinator, Health Brokerage Operations & Marketer Support

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.

The Coordinator, Health Brokerage Operations & Process Support is an individual contributor role focused on supporting operational consistency, training, and process improvement across the Health Brokerage organization. This role ensures that affiliate partners and marketers are using systems and following workflows as intended, while helping to identify challenges, inefficiencies, or training needs. The coordinator will work closely with the Director of Strategy & Tools to surface key themes from the field and provide input into future enhancements or tool updates. This is a great opportunity for someone early in their career with experience in health insurance operations, who enjoys creating structure, supporting teams, and driving process adoption.

Key Responsibilities:

• Monitor adoption and adherence to standard workflows, flagging any inconsistencies or areas where additional training/support is needed
• Deliver or support onboarding and training sessions for affiliate partners and marketers on tools such as CRM, Quote & Enroll, and AMS
• Act as a day-to-day contact for process-related questions, guidance, and support
• Assist in the documentation and maintenance of SOPs, training materials, and quick reference guides
• Collect and synthesize feedback from affiliate users on tool and process challenges, and communicate key themes back to the Strategy & Tools team
• Support readiness efforts for upcoming changes by coordinating communication, training schedules, and user support plans
• Partner with internal teams (IT, Operations, Strategy) as needed to ensure that feedback from the field is being considered in roadmap planning

Required Qualifications:

• 1–3 years of experience in health insurance operations, brokerage support, training, or a related administrative role
• Understanding of Health Brokerage operations, especially in Medicare Advantage, Med Supp, ACA, or Ancillary
• Strong communication and interpersonal skills with the ability to train or support users at varying levels of technical comfort
• Highly organized with strong attention to detail and follow-through
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, Word)
• Comfortable navigating CRM systems or quote/enroll tools (Salesforce, AMS, etc. experience a plus)

Preferred Qualifications:

• Experience supporting decentralized or affiliate-based teams
• Exposure to user training, process documentation, or change management
• Familiarity with CMS and compliance considerations in the health insurance space
• Associate's or Bachelor's degree in Business, Communications, Healthcare, or related field

Work Environment:

• Remote or hybrid work option depending on location
• Occasional travel may be required for in-person trainings or affiliate visits