AmeriLife

Client Service Coordinator

Tampa, FL (6550 W Hillsborough) · Contract

Sponsorship not specifiedDetected 7 days ago

HubSpotCRMAccount ManagementCustomer SuccessLeadership

About the role

This role is instrumental in supporting firmwide retention and ensuring a seamless experience for both clients and advisors.
Serve as the main point of contact for House Account (orphan) clients, conducting regular service review meetings and ensuring satisfaction and retention.
Handle new account openings, transfers, and servicing paperwork for House Account clients.

This position focuses on House Account servicing, reassignment, account continuity, and compliance support.
Maintain thorough CRM (HubSpot) documentation and coordinate with licensed advisors and brand ambassadors for any planning or product needs.
Maintain data-gather inputs in HubSpot (income, cash flow, movable money) so deals remain reportable and exportable.
Follow up on terminated-advisor FPA clients - coordinate with the departing advisor's manager to ensure every client is contacted, and directly manage any clients left unassigned.
Take ownership of orphan accounts and follow up with clients to maintain continuity and trust. Compliance Support & Ticket Review
Support account-opening review and supervision documentation in partnership with the Compliance Manager.
Build outreach scripts, email follow-up templates, data-gather templates, and Client Service Meeting (CSM) presentations.
Build and refine workflows for client servicing, reassignment, and House Account processes; document procedures and collaborate with leadership to improve efficiency and scalability.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Organize and triage House Account and reassigned leads in HubSpot - identify live vs. dead deals, confirm client and deal status, and organize by NACC or planning amount.

Proactively reach out to House Account clients to vet needs, assess the service required, and schedule and run service review meetings.

Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request.
Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law.
We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law.
Pay ranges are available upon request.
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws.
Compensation for this role will be determined based on skills, qualifications, experience, and market factors.

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.

We are an Equal Opportunity Employer and value diversity at all levels of the organization.
All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law.
We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement

This listing is sourced directly from AmeriLife's careers page and normalized into a canonical job model.