EquiTrust Life Insurance Company · 20 hours ago
Disbursement Coordinator
West Des Moines, Iowa, United States
Full-time
Hybrid
Mid Level
3+ years expEquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products. The Disbursement Coordinator (Senior Associate II) will be responsible for processing complex financial transactions, providing technical guidance, and supporting process improvements while ensuring compliance and accuracy.
Financial ServicesInsurance
Responsibilities
Process and provide guidance on complex financial transactions, including withdrawals, surrenders, 1035 exchanges, qualified transfers, loans, and death claims
Serve as a technical resource for team members by independently resolving complex or escalated issues
Perform quality reviews to ensure accuracy, regulatory compliance, and consistent application of procedures
Train and mentor team members on processes, procedures, tax reporting, and applicable regulations
Identify workflow and system improvement opportunities and partner with management and IT on enhancements and testing
Review and interpret documentation, exercising sound judgment when requesting or approving exceptions
Document, update, and communicate procedures and process changes
Support department reporting, reconciliations, and tracking of outstanding items
Foster a collaborative, respectful, and inclusive team environment aligned with EquiTrust’s core values
Take on additional responsibilities as needed to support departmental and company objectives
Qualification
Required
High School Diploma or equivalent required
At least 1 year of life and annuity insurance experience
At least 3 years of processing experience
Strong analytical, mathematical, organizational, and problem-solving skills
Clear and professional verbal and written communication skills
Ability to handle escalated situations with confidence and empathy
Strong attention to detail and ability to manage multiple priorities and deadlines
Proficiency with Microsoft Office and the ability to learn and navigate multiple systems
Collaborative mindset with a commitment to continuous learning and improvement
Demonstrated ability to work effectively in a changing environment and contribute positively to team culture
Ability to sit, communicate, and use a computer for extended periods
Ability to perform repetitive hand movements such as typing and fine manipulation
Occasional lifting of up to 10 pounds
Ability to manage typical workplace stress in a professional setting
Preferred
4+ years of life insurance and/or annuity experience
Experience processing annuity financial transactions
Benefits
Medical, Dental & Vision coverage:
401(k) with Company Match
Paid time off: Vacation, Sick, Holiday, and more
Paid Parental Leave for both Mothers and Fathers
Hybrid/Remote Work Options
Early Friday Closure
Company
EquiTrust Life Insurance Company
When searching for a company that demonstrates integrity, strength and innovation – one that can help you meet your financial objectives – look no further.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Dawn Gratzke
Executive Assistant to Chief Accounting Officer
Ken Musick
Deputy Chief Investment Officer
Recent News
2025-04-02
Los Angeles Sparks
2023-06-19
Company data provided by crunchbase