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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
Job Description
Job Title: Administrative Assistant – Insurance Services of Zelienople (Full-Time, On-Site)
Location: Zelienople, PA
Schedule: Monday–Friday | 8:00 AM – 4:30 PM
Job Type: Full-time | In-Person Only
Experience Required: Minimum 2 years as an Administrative Assistant
Position Overview:
We are seeking a professional Administrative Assistant to support daily operations and deliver outstanding client service. This full-time, in-office role requires someone who is punctual, detail-oriented, and highly skilled in administrative tools and communication. Candidates should be well-versed in Microsoft Word and Excel and have experience drafting professional business correspondence. This role is essential to our team’s productivity, especially during our busy season (October–December), when occasional overtime may be required.

Key Responsibilities:

• Greet clients and answer multi-line phones in a friendly, professional manner
• Submit, track, and process new business through the CRM system
• Run, manage, and distribute CRM reports using Excel; monitor report data and ensure follow-up
• Draft and format professional letters and written communications
• Track agent license expiration dates; set reminders and follow up to ensure compliance
• Monitor the shared Admin email inbox and direct messages as appropriate
• Maintain Outlook calendars and manage the conference room schedule
• Print, scan, fax, and prepare various insurance and annuity forms
• Sort incoming mail and manage all outgoing correspondence (kits, letters, postcards, etc.)
• Take weekly inventory and order office supplies, brochures, Medicare kits, and materials
• Maintain printer and postage machine supplies, ensuring backups are always on hand
• Assist agents with day-to-day administrative support and problem-solving
• Support Annual Enrollment Period (AEP) prep, including annual postcard mailing (training provided)
• Perform other administrative duties and special projects as assigned

Qualifications:

• Minimum 2 years of administrative assistant experience (required)
• Proficient in Microsoft Office, including Word and Excel (required)
• High school diploma or equivalent (required), additional education a plus
• Experience drafting professional business letters and communications
• Experience in the insurance industry preferred but not required
• Coupa, Concur and Workday experience a plus
• Excellent organizational, communication, and multitasking abilities

Additional Information:

• In-office only (no remote work)
• Overtime may be required during busy season

• Greet clients and answer multi-line phones in a friendly, professional manner
• Submit, track, and process new business through the CRM system
• Run, manage, and distribute CRM reports using Excel; monitor report data and ensure follow-up
• Draft and format professional letters and written communications
• Track agent license expiration dates; set reminders and follow up to ensure compliance
• Monitor the shared Admin email inbox and direct messages as appropriate
• Maintain Outlook calendars and manage the conference room schedule
• Print, scan, fax, and prepare various insurance and annuity forms
• Sort incoming mail and manage all outgoing correspondence (kits, letters, postcards, etc.)
• Take weekly inventory and order office supplies, brochures, Medicare kits, and materials
• Maintain printer and postage machine supplies, ensuring backups are always on hand
• Assist agents with day-to-day administrative support and problem-solving
• Support Annual Enrollment Period (AEP) prep, including annual postcard mailing (training provided)
• Perform other administrative duties and special projects as assigne