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Financial Operations Supervisor

2 months ago

West Des Moines, Iowa, United States EquiTrust Full time

Financial Operations Supervisor at EquiTrust

The Financial Operations Supervisor is essential in directing, nurturing, and managing a team of Inforce specialists at EquiTrust. This role works in close partnership with the Policy Administration division and acts as a leader and manager within the organization. The Financial Operations Supervisor is responsible for executing their duties in accordance with EquiTrust's core values of Integrity, Leadership, Accountability, Teamwork, and Passion.

  • Oversees team members, accountable for recruitment, promotions, task fulfillment, and conflict resolution.
  • Evaluates and approves team schedules to guarantee optimal staffing levels.
  • Mentors and develops the team to align with customer expectations and company standards.
  • Maintains a comprehensive understanding of policies, interprets procedures, and recommends enhancements.
  • Possesses a thorough understanding of financial transactions and complies with regulatory standards.
  • Provides technical knowledge, addresses complex challenges, and performs quality assessments.
  • Generates reports on departmental activities and metrics to inform workflow management.
  • Manages life and annuity financial transactions and offers support to other departments as necessary.
  • Exhibits strong analytical, communication, and organizational capabilities.
  • Prioritizes tasks, adheres to deadlines, and efficiently manages multiple responsibilities.
  • Adapts to evolving circumstances and facilitates change management within the team.
  • Demonstrates a profound understanding of Annuity and Life insurance products.
  • Possesses advanced computer proficiency and effectively manages escalated inquiries.
Qualifications:
  • At least 2 years of experience in annuity and/or life insurance.
  • Preferred minimum of 3 years in life and annuity insurance.
  • Preferred minimum of 1 year in a supervisory capacity.
  • High School Diploma or Equivalent.
Work Environment:
  • On-Site Location.
  • Business Travel: Not required.