Funding Specialist

3 weeks ago

Des Moines, Iowa, United States EquiTrust Life Insurance Company Full time

The Funding Specialist works collaboratively with team members, as well as independently, to accomplish their daily responsibilities, with the goal of providing excellent customer service. The Funding Specialist coordinates all steps required to process incoming applications, daily check deposits, and verifies system and bank deposit balances. This individual acts as the primary contact for agents, independent marketing organizations, and internal and external business partners. The Funding Specialist will also handle escalated inquiries that are more intricate, time-sensitive, and complex and will assist in the training of new team members.

Essential Duties and Responsibilities:

  • Provides technical knowledge to the team and handles some complex and escalated issues independently and/or with guidance from the department supervisor/manager.
  • Performs quality analysis and reviews on completed work products of team members to ensure high-quality customer service, compliance with applicable regulations, and consistent and accurate application of procedures throughout the team.
  • Identifies computer system deficiencies and works with the department manager in preparing requests for programming updates and modifications.
  • Participates in the testing of new enhancements to administration systems and works with IT to correct any errors.
  • Performs continual analysis of workflows and procedures. Proposes and supports projects that will advance the knowledge and enhance the work procedures of the department.
  • Escalates issues to management and assists with solving issues that are without procedures or precedent. Documents and revises procedures as needed.
  • Reviews and interprets all paperwork, exercises good judgment, and decision making for requesting exceptions. Follows through with solid communication with other departments regarding exceptions or changes in procedures.
  • Trains new staff on EquiTrust's processes, procedures, and state regulations.
  • Leads by example and provides a positive influence within the department.
  • Reconciles and resolves outstanding suspense items according to EquiTrust's 60-day suspense clearing standard.
  • Communicates directly by phone with agents, banks, and insurance companies regarding insurance matters.
  • Assists in opening daily incoming mail and separates cash receipts from non-cash receipts mail.
  • Assists in reviewing payments for necessary information including proper payee, signature, and endorsement, and prepares checks for entry into Daily Log and SEG systems.
  • Assists with copying checks, generating tapes and balances with payment entries into SEG system.
  • Processes outgoing refund transactions.
  • Processes incoming loan payments and applying additional premiums to accounts.
  • Assists with completing receipts for bank deposits by end of the business day.
  • Delegates work assignments as needed within the Policy Accounting team.
  • Supports Policy Administration team and other departments on an as-needed basis.
  • Willingly takes on additional responsibilities as requested in order to accomplish department and Company objectives.

Skills and Abilities:

  • Must have good mathematical, analytical, organizational, and problem-solving skills and attention to detail.
  • Effective communication and presentation skills, both verbal and written.
  • Strong phone presence and skills in handling escalated calls under pressure.
  • Ability to prioritize workflows, establish and meet deadlines and manage multiple concurrent tasks.
  • Ability to work effectively in a variety of situations and respond to change in a positive manner.
  • Strong computer skills and the ability to navigate multiple systems and programs including Microsoft Office, proprietary systems, and other technology solutions.
  • Excellent interpersonal skills are required, including a high degree of professionalism.
  • Ability to meet attendance and punctuality standards.
  • Carries out responsibilities in a manner that is consistent with EquiTrust's Core Values and focus on customer service; helps to create an environment of openness and trust for all employees and strives for continued professional skills development.

Training or Work Experience:

  • Minimum 1 year of banking or financial processing experience required.
  • 4 years of life and annuity experience preferred.
  • Knowledge of balancing and reconciliation of daily bank deposit preferred.

Education:

  • High School Diploma or Equivalent required.

Working Conditions:

  • On-Site Location: West Des Moines, Iowa.
  • Business Travel: Travel not required/likely.

#LI-100% Onsite

#LI-JG1

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

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