Inforce Senior Specialist-Life Insurance

Job Details

Description

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 a Disbursement Senior Specialist, you will play a key role in ensuring the accuracy and efficiency of financial transactions within our Life Administration team. You’ll collaborate across departments—including Underwriting, Legal / Compliance, and Actuarial—to deliver exceptional customer service and operational excellence. This role supports the accurate processing of complex disbursements and helps train new team members to strengthen departmental knowledge and consistency.

We’re looking for individuals who are passionate about financial accuracy, process improvement, and deliver a positive experience for policyholders. Ideal candidates bring strong analytical skills, sound judgment, and a commitment to teamwork and integrity.

What You’ll Do

• Provide technical expertise and handle escalated, complex disbursement transactions and inquiries independently.
• Perform quality assurance reviews to ensure compliance with regulations, accuracy, and service standards.
• Identify system or process inefficiencies and assist with implementing updates and enhancements.
• Participate in testing new administrative system features and collaborating with IT on improvements.
• Analyze workflows to propose and support initiatives that enhance departmental processes and knowledge.
• Document and revise procedures to reflect best practices and new regulations.
• Review and interpret transaction paperwork, applying sound decision-making and clear communication.
• Train new staff members on EquiTrust procedures and life insurance regulations.
• Serve as a subject matter expert for the Call Center and provide guidance to internal and external stakeholders.
• Maintain up-to-date knowledge of all EquiTrust products and ensure adherence to HIPAA and confidentiality standards.

What You’ll Bring

Education

Experience

Knowledge, Skills, and Abilities

Physical Requirements

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 :

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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