AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
Senior Market • Medicare • Final Expense • Hospital Indemnity • Medicare Advantage
January 25
AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.
Senior Market • Medicare • Final Expense • Hospital Indemnity • Medicare Advantage
• Lead and develop a high-performing team of business analysts focused on generating actionable business intelligence to support strategic product growth. • Collaborate with Health business leaders to identify key reporting and dashboard needs, partnering with EDA to gather requirements, design solutions, and ensure data integrity. • Work closely with executive leadership and key stakeholders to define KPIs and analytics initiatives that drive growth and inform business decisions. • Guide Health leaders in prioritizing and developing Tableau dashboards, addressing immediate ad hoc reporting needs, and ensuring the transition of longer-term reporting into Tableau dashboards in collaboration with EDA. • Foster a culture of continuous improvement in operational analytics to enable data-driven optimization and product development. • Build strong, collaborative relationships across the organization, including with home office teams and affiliate partners, to support business intelligence initiatives aligned with growth objectives. • Oversee the preparation of materials for board meetings and quarterly reviews, ensuring alignment with strategic priorities and growth objectives. • Lead and identify ad hoc projects or analytics that drive the attainment of growth targets and support strategic decision-making. • Instill best practices in user acceptance testing, validation, and delivery, ensuring projects are high-quality, within budget, and on time. • Present key findings and recommendations to Health leadership, the Executive Leadership Team (ELT), and affiliate partners. • Collaborate across Wealth Distribution Analytics, Finance, and EDA to support a unified source of data and consistent enterprise reporting, integrating financial and operational metrics to provide actionable insights.
• Degree in Mathematics, Statistics, or Business Analytics or a related field or equivalent work experience is required, and MBA is preferred • 5+ years of related experience required • Superior skills in Microsoft Suite and BI Tools (e.g., Tableau, Power BI, etc) • Excellent verbal and written communication skills • Detail-oriented with strong organizational, multi-tasking, and time-management skills • Flexible and adaptable to changing priorities • Superior research and analytical skills, curious thinker with demonstrated excellence in critical thinking and problem-solving tasks.
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