Policy Administration Data Analyst Manager

About Us

Equi Trust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our dedicated workforce executes responsibilities through teamwork and an entrepreneurial spirit. Equi Trust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines.

As a Policy Administration Data and Analytics Manager, you will lead the reporting, analytics, and performance insights function within Policy Administration. You will oversee a team of data and analytics professionals, develop reporting strategies, ensure data accuracy and governance, and deliver actionable insights that support policy issuance, maintenance, servicing, and operational decision‑making. You will work closely with Operations, New Business, Compliance, Technology, Customer Service, Sales, Marketing, and external vendor partners to drive operational efficiency, support strategic planning, and enhance customer and policyholder experiences.

• Lead, coach, and develop a team of data analysts and associates.
• Manage team performance, workload prioritization, hiring recommendations, and professional development activities.
• Oversee the design, automation, enhancement, and maintenance of operational dashboards and reporting solutions.
• Ensure reporting metrics accurately reflect policy activity, workflow volumes, capacity, and performance trends.
• Review and validate reporting outputs for accuracy, consistency, and usability.
• Analyze policy administration data to identify trends, risks, variances, and process improvement opportunities.
• Translate analytical findings into actionable business recommendations.
• Support audits, compliance initiatives, and regulatory reporting requirements.
• Establish and maintain data governance and data quality processes.
• Lead reporting and analytics efforts supporting IVR, Contact Center, and client‑facing website operations.
• Monitor digital self‑service adoption and identify opportunities to improve customer experience and operational efficiency.
• Partner with business stakeholders to gather requirements and deliver meaningful reporting and insights.
• Provide leadership with ad hoc analyses and strategic recommendations to support decision‑making and operational planning.
• Support departmental and company initiatives as needed.

• High School Diploma

• Bachelor's degree in Business, Marketing, Statistics, Data Science, Data Analytics, or a related field.

• Minimum 5 years of policy administration or insurance operations experience with a focus on data analysis and reporting.
• Experience developing operational dashboards and managing data workflows.
• Power BI experience required.
• Minimum 3 years of supervisory or people leadership experience.
• Experience with in life insurance, annuities, financial services, or other regulated industries preferred.

• Strong proficiency with data visualization tools such as Power BI, Tableau, or Looker.
• Advanced Excel skills and working knowledge of SQL.
• Experience with CRM platforms (e.g., Salesforce) and marketing tools (e.g., Hub Spot, Marketo).
• Ability to manage multiple projects and meet deadlines in a fast‑paced environment.
• Excellent communication and presentation skills, including the ability to explain complex data to non‑technical audiences.
• Advanced analytical, mathematical, organizational, and critical‑thinking skills.
• Strong understanding of data analysis, databases, reporting tools, and system integrations.
• Advanced problem‑solving and decision‑making capabilities.
• Ability to adapt to changing priorities and business needs.
• Strong interpersonal skills, professionalism, and commitment to customer service.
• Demonstrated ability to lead teams and collaborate effectively across departments.

• Occasionally lift or carry up to 20 pounds.
• Freque…