What are the responsibilities and job description for the Disbursement Manager (Life Insurance) position at EquiTrust?
About Us:
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMO’s). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.
How You’ll Contribute:
As an Inforce Manager (Life Insurance), you will lead and develop a team of professionals responsible for managing inforce financial and non-financial life insurance policy activities. This role collaborates closely with the Policy Administration team to ensure exceptional customer service and regulatory compliance. We’re looking for a candidate who is passionate about life insurance operations and brings a thoughtful leadership approach, strong communication, and deep technical expertise to our
What You’ll Do:
• Supervise and support a team of inforce administration professionals, including hiring, coaching, performance evaluation, and career development.
• Monitor team workload and ensure timely, accurate completion of administrative service requests.
• Lead problem resolution for complex service and operational issues.
• Analyze, prepare, and present department reports, performance metrics, and staffing assessments.
• Ensure compliance with internal policies and external regulations, including IRS, DOL, and state insurance guidelines.
• Facilitate effective communication across departments and with external partners, agents, and clients.
• Conduct quality assurance reviews to uphold service excellence and process consistency.
• Promote continuous improvement and support change initiatives.
• Contribute to a positive, collaborative, and respectful work culture aligned with our core values: Integrity, Leadership, Accountability, Teamwork, and Passion.
What You’ll Bring:
Education:
• High school diploma or equivalent (required).
Experience:
• Minimum 3 years of experience in life insurance administration (required).
• Minimum 3 years of supervisory or leadership experience (required).
• 5 years of life insurance experience (preferred).
• Experience with staff oversight, hiring, and performance management (preferred).
• Familiarity with financial service requests and tax implications (preferred).
Knowledge, Skills, and Abilities:
• Strong mathematical, analytical, and problem-solving skills with a keen eye for detail.
• Excellent verbal and written communication skills, including report development and presentation.
• Skilled in navigating organizational priorities and managing multiple projects simultaneously.
• Proficient in Microsoft Office and adaptable to various internal technology systems.
• Ability to coach, lead, and develop a diverse team while fostering an inclusive, respectful workplace.
• Demonstrated ability to drive results, manage change, and ensure service excellence.
Physical Requirements:
• Ability to sit and work on a computer for extended periods.
• Occasional walking, standing, reaching, and bending.
• Frequent use of hands for typing and fine manipulation.
• Ability to lift or carry up to 10 lbs occasionally.
• Stress levels may vary, with the ability to manage calmly and effectively in dynamic situations.
Total Rewards:
In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and access to a competitive benefits package including:
Medical, Dental & Vision coverage:
• 401(k) with Company Match
• Paid time off: Vacation, Sick, Holiday, and more
• Paid Parental Leave for both Mothers and Fathers
• Hybrid/Remote Work Options
• Early Friday Closure
EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers.
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