Sr Analyst, Health Brokerage Tools and Operations

1 week ago

Sydney, Nova Scotia, Canada AmeriLife Full time $90,000 - $120,000 per year

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

The Senior Analyst, Health Brokerage Tools & Operations is a key individual contributor responsible for supporting the enhancement and adoption of core marketer-facing tools within the Health Brokerage organization, including CRM, Quote & Enroll platforms, and Agency Management Systems (AMS).

This role requires deep expertise in Health Brokerage operating models, with a particular focus on Medicare Advantage (MA), Medicare Supplement (MS), Affordable Care Act (ACA), and Ancillary products. The ideal candidate will have a strong understanding of the end-to-end distribution lifecycle and will work cross-functionally with internal stakeholders and affiliate partners to ensure tools are optimized for both strategic and day-to-day use

Job Description

Job Title:

Senior Analyst, Health Brokerage Tools & Operations

Department:

Health Distribution Operations

Reports To:

Director, Health Distribution Strategy & Tools

Location:

Remote or Clearwater, FL (Hybrid optional)

Key Responsibilities:

  • Serve as a subject matter expert (SME) on Health Brokerage operating models and workflows across MA, MS, ACA, and Ancillary products
  • Act as a key liaison between affiliate partners, sales teams, and technical teams to gather requirements and translate business needs into functional specifications
  • Support implementation and optimization of marketer-facing tools including CRM platforms (e.g., Salesforce), Quote & Enroll systems, and AMS platforms
  • Participate in roadmap planning, including surfacing feature/functionality gaps and prioritizing enhancement requests based on impact
  • Conduct user feedback sessions and document pain points, use cases, and potential solutions to improve adoption and scalability
  • Assist with user acceptance testing (UAT), training materials, and change management related to new tool deployments or updates
  • Support the development and maintenance of standardized workflows, reporting, and documentation across the Health Distribution network
  • Collaborate with Corporate IT, Data, Marketing, and Strategy teams to align tool development with enterprise goals and initiatives
  • Monitor tool usage metrics and support ad hoc data analysis requests as needed

Required Qualifications:

  • 4–6+ years of experience in health insurance, brokerage operations, or healthcare distribution, with a focus on technology and process improvement
  • Deep understanding of Health Brokerage models, particularly across Medicare Advantage, Med Supp, ACA, and Ancillary lines of business
  • Hands-on experience working with broker tools such as Salesforce (or other CRMs), quoting/enrollment platforms, and AMS solutions
  • Demonstrated ability to collect, synthesize, and document business requirements for system enhancements
  • Strong project coordination and communication skills, with the ability to manage multiple priorities
  • Proficient in Microsoft Office Suite, with working knowledge of project tracking and reporting tools (e.g., Jira, Smartsheet, Power BI)
  • Bachelor's degree in Business, Healthcare Administration, Information Systems, or related field preferred

Preferred Qualifications:

  • Salesforce Admin or related certification
  • Experience working with affiliate partner organizations in a decentralized operating model
  • Familiarity with CMS regulations and how they impact Medicare sales technology
  • Prior experience participating in vendor evaluations or system selection projects

Work Environment:

  • This role may be remote or hybrid, depending on candidate location
  • Occasional travel may be required to attend onsite meetings or affiliate visits

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