Funding Operations Manager

2 weeks ago

West Des Moines, Iowa, United States EquiTrust Full time

The Funding Operations Manager is tasked with the oversight, development, and management of a team of funding specialists. This role collaborates closely with the Policy Administration team and encompasses both leadership and managerial responsibilities. The Funding Operations Manager is expected to execute their duties in alignment with EquiTrust's core values of Integrity, Leadership, Accountability, Teamwork, and Passion.

Key Responsibilities:

  • Leads team members, including but not limited to activities such as making recommendations for hiring, terminations, promotions, and transfers, conducting performance evaluations, allocating responsibilities, and resolving day-to-day personnel issues.
  • Monitors and approves team members' leave and overtime to ensure optimal staffing levels and addresses attendance issues that may affect individual and team productivity.
  • Oversees funding personnel to guarantee that the receipt, coding, deposit, and reconciliation processes are executed accurately on the same day they are received.
  • Maintains and enforces controls for cash and refund processing.
  • Regularly communicates updates, changes, and announcements to the team.
  • Conducts regular individual development meetings with team members to review expectations and objectives.
  • Contributes to the establishment of departmental goals, formulates action plans, and ensures alignment with company objectives.
  • Mentors and develops the team to meet customer and company needs; provides growth opportunities for team members; addresses performance improvement areas directly and respectfully.
  • Handles and resolves customer service inquiries in accordance with EquiTrust policies in a timely, efficient, and courteous manner.
  • Provides ongoing support for operational inquiries, effectively resolving issues through strong supervision.
  • Ensures compliance of all funding administrative activities with state insurance department and IRS regulations, as well as company policies.
  • Communicates internal controls and procedures that need to be documented and maintained.
  • Develops and manages reporting processes, providing regular updates to Operations management.
  • Assists the Policy Administration team and/or other departments as required.
  • Readily accepts additional responsibilities as needed to achieve departmental and company goals.
Required Skills and Competencies:
  • In-depth knowledge of cash processing, banking, deposits, balancing, and suspense accounting.
  • Ability to create and utilize spreadsheets and reports for data analysis and management reporting.
  • Quickly develops a comprehensive understanding of life/annuity processing systems.
  • Strong mathematical, analytical, organizational, and problem-solving skills with a keen attention to detail.
  • Proficient in keyboarding and 10-key touch skills.
  • Excellent verbal and written communication and presentation skills.
  • Conducts responsibilities in a manner consistent with EquiTrust's core values, focusing on customer service and fostering an environment of openness and trust among employees while pursuing continuous professional development.
Experience and Education:
  • Minimum of 3 years of experience in life insurance, annuity, or financial institution sectors.
  • Experience in balancing and reconciling daily bank deposits is essential.
  • At least 1 year of experience in a supervisory or management role.
Work Environment:
  • Position requires on-site presence.
  • Minimal business travel may be required.

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