Inforce Non-Financial Supervisor

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 efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit.

Equi Trust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

As an Inforce Non‑Financial Supervisor, you will lead and support a team responsible for processing non‑financial policy transactions and service requests with accuracy, efficiency, and care. You will play both a leadership and hands‑on role—coaching team members, managing workflows, resolving complex issues, and ensuring high‑quality service delivery. This role partners closely with Policy Administration leadership and cross‑functional teams to ensure operational excellence, regulatory compliance, and exceptional customer experience.

We are looking for candidates who are passionate about delivering outstanding service in the life and annuity insurance industry and who bring strong leadership, analytical, and communication skills to the team.

• Lead, coach, and develop a team of Policy Administration professionals to meet departmental and organizational goals
• Provide day‑to‑day oversight of workflow, productivity, and service standards
• Support hiring, performance management, employee development, and employee engagement initiatives
• Monitor staffing levels, time off, and overtime to ensure proper coverage
• Handle complex and escalated service issues with professionalism and sound judgment
• Perform quality reviews to ensure accuracy, regulatory compliance, and consistent application of policies and procedures
• Analyze and prepare departmental reports and metrics to guide workflow and decision‑making
• Interpret policies and procedures; recommend enhancements when appropriate
• Lead or support team meetings and foster open communication
• Process non‑financial transactions such as address changes, EFT updates, beneficiary and ownership changes, Power of Attorney reviews, trust documentation, and other service requests
• Maintain strong knowledge of Equi Trust products and applicable state regulatory requirements
• Collaborate across departments to support company‑wide objectives
• Contribute to a positive, inclusive workplace culture aligned with our core values of Integrity, Leadership, Accountability, Teamwork, and Passion

Besides the core responsibilities, we value a set of qualifications that will help you succeed in this role.

• High School Diploma or equivalent required

• Minimum 2 years of life and annuity insurance experience required
• 3+ years of life insurance and/or annuity experience preferred
• Prior supervisory or team leadership experience preferred
• Experience with annuity non‑financial service requests preferred

• Strong mathematical, analytical, organizational, and problem‑solving skills
• High attention to detail and commitment to accuracy
• Effective verbal and written communication skills, including presentation skills
• Ability to prioritize tasks, manage multiple responsibilities, and meet deadlines
• Comfort navigating multiple systems and technology platforms, including Microsoft Office and proprietary systems
• Ability to work both independently and collaboratively
• Skilled at handling escalated calls and complex service situations with professionalism
• Ability to adapt to change and support change management within a team environment
• Commitment to fostering an inclusive environment built on openness, trust, and continuous professional development

We welcome candidates from diverse backgrounds and experiences. If you meet most of the qualifications and are excited about this opportunity, we encourage you to apply.

• Frequently communicates verbally and in writing
• Frequently works at a computer,…