Entity Management Specialist

Posted Yesterday
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Clearwater, FL
Mid level
Insurance
The Role
The Entity Management Specialist is responsible for maintaining precise entity records and providing support to corporate affiliates. Key tasks include processing license applications, maintaining databases, and collaborating with state officials and internal teams. Strong communication and organizational skills are essential for success in this role.
Summary Generated by Built In

Our Company

Explore how you can contribute at AmeriLife.

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.

Job Summary

As an Entity Management Specialist, you will be responsible for providing exceptional service for corporate affiliates through maintaining the accuracy of entity records. You will work closely with multiple business areas and team members building genuine relationships while supporting internal enterprise needs.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Process initial, renewal and changes to resident and non-resident entity and individual license applications and state registrations.
  • Communicate, consult and correspond with all state insurance departments and secretary of state personnel.
  • Maintain internal databases including tracking of license and state renewals.
  • Maintain Entity Database.
  • Work closely with in-house attorneys and executives on various administrative matters.
  • Takes proactive actions to follow up on projects to ensure completion in accordance with directions and instructions.

QUALIFICATIONS: 

  • Three (3+) years of professional office experience is preferred.
  • Advanced-level skills in Microsoft Office Suite required, with extensive knowledge in Word, Outlook, Excel and PowerPoint.
  • Demonstrate initiative, creativity with high attention to detail.
  • Ability to work well both independently and in group settings.
  • Gather and analyze information skillfully; and devise beneficial solutions.  
  • Excellent verbal and written communication skills.
  • Strong multi-tasking skills necessary to prioritize and achieve results in a fast paced, deadline driven environment.
  • Ability to manage confidential and time sensitive information using the highest degree of discretion and integrity.
  • Ability to maintain professional composure and poise in high pressure situations.
  • Demonstrate excellent people skills with ability to work at all levels of the organization.
  • Excellent organizational & time management skills and attention to detail.

Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to be a description of all duties, responsibilities, and qualifications.

Top Skills

Excel
MS Office
Outlook
PowerPoint
Word
The Company
HQ: Clearwater, FL
1,001 Employees
On-site Workplace
Year Founded: 1971

What We Do

Based in Clearwater, Fla., AmeriLife is a national leader in developing, marketing and distributing annuity, life and health insurance solutions to protect the health and retirement needs of consumers.

For nearly 50 years, AmeriLife has partnered with the nation’s leading insurance carriers to provide value and quality to customers served through a national distribution network of over 150,000 insurance agents and advisors, nearly 30 marketing organizations, and 50 insurance agency locations.

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