Senior Inforce Manager
Listed on 2026-07-17
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Management
Risk Manager/Analyst -
Insurance
Risk Manager/Analyst
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.
As the Senior Inforce Manager, you will provide strategic leadership and operational oversight for multiple Inforce Administration teams supporting life insurance and annuity products. You'll partner closely with Policy Administration, Legal, Compliance, Operations, and other cross-functional teams to deliver exceptional service, ensure regulatory compliance, and drive continuous process improvements.
We're looking for a collaborative leader who is passionate about developing people, improving operational excellence, and delivering outstanding customer experiences. The ideal candidate brings strong leadership, analytical thinking, sound decision-making, and a commitment to fostering an inclusive, high-performing team environment.
What You'll Do- Lead, coach, and develop multiple Inforce Administration teams while fostering a collaborative and inclusive workplace.
- Oversee daily processing of inforce transactions, including withdrawals, surrenders, transfers, ownership changes, trusts, powers of attorney, tax conversions, required minimum distributions (RMDs), and other policy servicing requests.
- Ensure timely, accurate, and compliant service that meets company standards and regulatory requirements.
- Manage employee performance, staffing, workload balancing, hiring recommendations, coaching, and professional development.
- Serve as an escalation point for complex customer, intermediary, and operational issues, exercising sound judgment and decision-making.
- Monitor operational performance through reporting and metrics, identifying trends, opportunities, and staffing needs.
- Drive continuous improvement through process enhancements, system improvements, and operational efficiencies.
- Partner with Legal, Compliance, Audit, and other business partners to resolve complex issues and maintain regulatory compliance.
- Support departmental planning by contributing to strategic initiatives, budgeting, reporting, and implementation of regulatory or business changes.
- Promote a culture of accountability, customer focus, continuous improvement, and operational excellence.
- High school diploma or equivalent required.
- Additional education or professional insurance designations are a plus.
- Minimum of 5 years of life insurance and/or annuity industry experience required.
- Minimum of 6 years of leadership or supervisory experience required.
- Experience leading multiple operational teams within Policy Administration or insurance operations preferred.
- 7+ years of life insurance and/or annuity experience preferred.
- Strong leadership, coaching, and employee development skills.
- Excellent communication, interpersonal, and presentation abilities.
- Advanced analytical, organizational, problem-solving, and decision-making skills.
- Ability to manage multiple priorities in a fast-paced environment while meeting deadlines.
- Experience leading change initiatives and driving continuous process improvement.
- Strong understanding of life insurance and annuity products, particularly indexed and deferred annuities.
- Working knowledge of applicable insurance regulations and operational compliance requirements.
- Advanced proficiency with Microsoft Office and business technology systems.
- Ability to build strong relationships across departments and collaborate effectively with internal and external stakeholders.
- Commitment to delivering exceptional customer service while promoting an inclusive, respectful, and positive workplace.
- Primarily office-based work…
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