- 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.
- 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.
- 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.
- High School Diploma or Equivalent required.
- On-Site Location: West Des Moines, Iowa.
- Business Travel: Travel not required/likely.
-
Unsolicited application for the"
2 weeks ago
Apex Ventures Crocker, United StatesEmployment Type · Full-time or Part-time · Institute · Blindeninstitut Rückersdorf · Initiative Application for Blindeninstitut Rückersdorf Your New Workplace · Blindeninstitut Rückersdorf accompanies and advises our total of 150 children, adolescents, and young adults with visua ...
-
Customer Experience Licensed Specialist 1
2 weeks ago
The Principal Financial Group Des Moines, United StatesWere looking for a Customer Experience Licensed Specialist 1 to join our Mutual Funds team In this role, youll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationsh Customer Experience, Specialist, ...
-
GENERAL SUPPLY SPECIALIST
3 weeks ago
Department of the Air Force Des Moines, IA, United StatesDuties As a GENERAL SUPPLY SPECIALIST (INDEFINITE-MAY BECOME PERMANENT), GS your duties are below. · • Performs analysis on a wide range of technical squadron functions by analyzing historical and current data and identifying deficiencies or potential problems during surveillance ...
-
Environmental Specialist
1 week ago
Acro Service Corp Des Moines, United StatesJob ID: 530 · Job Title:SRF Environmental Program Specialist · Location: Des Moines, IA 50321 · Duration: 18 months contract (possible extension) · Pay Rate: $35/hr. on W2 (without benefits) · Position Description SRF Project Close Out Backlog - Systematically process the enviro ...
-
Outreach Care Specialist II
2 weeks ago
Elevance Health Des Moines, United StatesOutreach Care Specialist II · Location: · This is a remote position but candidates must live within 50 miles of one of our Elevance Health PulsePoint locations in the Central, Mountain, or Pacific time zone. · The · Outreach Care Specialist II · is responsible for ensuring th ...
-
Grants and Volunteer Specialist
2 weeks ago
Springfield Area Chamber of Commerce Des Moines, United StatesWe bring stability and purpose to people who are homeless using our Values of Respect, Dignity, Quality, Service, and Compassion. · Major Areas of Responsibility: · The Grant and Volunteer Specialist is responsible for identifying grant opportunities, developing compelling grant ...
-
Supervision Specialist
1 week ago
Cetera Financial Group Des Moines, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
-
Lead Workforce Program Partner
1 week ago
Trinity Health Corporation Des Moines, United StatesEmployment Type: · Full time · Shift: · Description: · Provides coordination between MercyOne and local high school/community college programs to design workforce development programs. Aligns MercyOne and Trinity Health in implementing workforce development strategies that create ...
-
Pest Control Specialist
2 weeks ago
Rentokil Initial Des Moines, United States**Pest Control Specialist** · CAROUSEL_PARAGRAPH · Des Moines, Iowa · Technical Services · 29221 · Rentokil ** Share Job** · ** Job Description** · **Pest Control Specialist** · Springer Professional Home Services is a member of the Rentokil family of companies, the globa ...
-
Outreach Care Specialist II
2 weeks ago
Elevance Health Des Moines, United StatesAnticipated End Date: Position Title:Outreach Care Specialist IIJob Description:Outreach Care Specialist IILocation: This is a remote position but candidates must live within 50 miles of one of our Elevance Health PulsePoint locations in the Central, Mountain, or Pacific time zon ...
-
Supervision Specialist
1 week ago
Cetera West Des Moines, United StatesDue to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...
-
Director of Corporate and Foundation Relations
2 weeks ago
Rome Group Des Moines, United StatesSUMMARY OF POSITION · The Director of Corporate and Foundation Relations is responsible for the identification, cultivation, solicitation, and stewardship of foundations and corporations. The position develops and implements strategies to secure corporate sponsorships, manage re ...
-
Director of Donor Impact
2 weeks ago
Rome Group Des Moines, United StatesSUMMARY OF POSITION · The Director of Donor Impact is responsible for leading the organization's efforts to cultivate, solicit, and steward individual donors, as well as oversee the annual giving campaign. In consultation with the Chief Philanthropy Officer, the role requires st ...
-
Medicaid Program Integrity Reporting
1 week ago
State of Iowa Des Moines, United StatesThe Iowa Department of Health and Human Services (HHS), Iowa Medicaid Division, is seeking a Program Integrity Reporting & Coding Oversight Officer. · Medicaid is a state-federal funded program that is administered by the Iowa Department of Health and Human Services and is the se ...
-
Pest Control Specialist
2 weeks ago
Rentokil Initial Group Des Moines, United States**Pest Control Specialist** · CAROUSEL_PARAGRAPH · Des Moines, Iowa · Technical Services · 30426 · ** Share Job** · ** Job Description** · **Pest Control Specialist** · **Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period** · Springer Professional Home Ser ...
-
Lead Workforce Program Partner
2 weeks ago
Trinity Health DES MOINES, United States**Employment Type:** · Full time · **Shift:** · **Description:** · Provides coordination between MercyOne and local high school/community college programs to design workforce development programs. Aligns MercyOne and Trinity Health in implementing workforce development strategies ...
-
ePayments Specialist I
2 days ago
Bankers Trust Des Moines, United StatesePayments Specialist I · Location Des Moines, IA · # of openings 1 · Apply Now ) · Job Brief · Provides support to the E-Payments team of the Electronic Banking Department. The duties will include, but are not limited to, processing and support of ACH, wire transfers, prepar ...
-
Digital Marketing Specialist
3 weeks ago
Ag Express Electronics Inc Des Moines, United StatesJob Type · Full-time · Description · Ag Express Electronics is a forward-thinking leader in electronics, dedicated to delivering cutting-edge products and unparalleled customer experiences. As we continue to expand our digital presence, we're seeking a driven Digital Marketing ...
-
US Tax
2 weeks ago
Workday Des Moines, United StatesLine of Service · Tax · Industry/Sector · Specialism · International Tax Services · Management Level · Senior Associate · Job Description & Summary · PwC's U.S. Tax Group in Bermuda and the Cayman Islands has exciting employment opportunities. As a member of the U.S. Tax Group y ...
-
Tax Manager
2 weeks ago
Workday Des Moines, United StatesLine of Service · Tax · Industry/Sector · Not Applicable · Specialism · Domestic Tax Compliance · Management Level · Manager · Job Description & Summary · PwC's U.S. Tax Group in Bermuda and the Cayman Islands has exciting employment opportunities. As a member of the U.S. Tax Gro ...
Funding Specialist - West Des Moines, United States - EquiTrust Life Insurance Company
Description
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:
Skills and Abilities:
Training or Work Experience:
Education:
Working Conditions:
#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
