Jobs at EquiTrust Life Insurance Company

Lead analysis and reporting of sales and marketing data for annuity distribution channels. Build advanced Excel models, create Power BI dashboards, work with data warehouse and relational data, serve as data steward, monitor KPIs, deliver ad hoc analyses, and present actionable insights to Sales and Marketing leadership.

Manage daily treasury operations including cash positioning, payment processing (ACH/wire/check/credit card), bank reconciliations, cash forecasting, treasury reporting, vendor enrollment, escheatment/1099s, FX settlements, audit support, and process improvement projects.

Provide strategic leadership and operational oversight for multiple Inforce Administration teams handling withdrawals, surrenders, transfers, ownership changes, trusts, powers of attorney, RMDs and other policy servicing. Ensure timely, accurate, compliant service; manage staffing, performance, escalations, reporting, process improvements, and cross-functional partnerships with Legal, Compliance, and Audit.

The Strategic Marketing Manager leads a team in developing and executing integrated marketing campaigns, ensuring alignment with business goals, market trends, and sales strategies, while overseeing performance measurements and cross-functional collaboration.

Analyze customer feedback and operational data to identify trends and root causes, monitor CX metrics (CSAT, CE, FCR), build dashboards and reports, support VoC initiatives, and partner with cross-functional teams to drive process improvements and enhance customer retention.

Support internal audit team by performing walkthroughs, control and substantive testing, documenting workpapers and findings, and assisting with regulatory and external audit requests. Collaborate with business partners to evaluate risks and controls, communicate status to stakeholders, and participate in continuous learning and departmental projects.

Lead EquiTrust's ERM program including team leadership, risk framework development, ORSA filings, risk appetite/tolerance setting, enterprise risk monitoring, executive and Board reporting, and cross-functional risk governance to inform strategic decision-making.

Provide phone and email sales support and training to agents and IMOs, promote EquiTrust products, run webinars and on-site trainings, resolve administrative issues, coordinate with internal teams, and support sales and marketing projects.

Lead evaluation, support, and enhancement of Sales and Marketing digital platforms (e-applications, websites, tools). Gather and document requirements, coordinate with IT and stakeholders, execute UAT, troubleshoot issues, create release summaries, and recommend usability and workflow improvements to improve distributor and financial professional experience.

As a Policy Administration Data Analyst Manager, you will lead a team to manage reporting, analytics, data accuracy, and provide insights for operational decision-making, ensuring efficiency and compliance.

Lead strategy, roadmap, and continuous improvement of customer service technologies supporting policy administration. Translate business needs into product requirements, manage vendor evaluations and implementations, analyze performance and customer feedback, drive automation and self-service enhancements, support testing and change management, and lead a cross-functional team to improve operational efficiency and customer experience.

The Actuary will lead the valuation and modeling function, manage a team, oversee financial reporting, and ensure compliance in collaboration with various stakeholders.