Disbursement Supervisor

West Des Moines 7100 West, West Des Moines, IA 50266, USA

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.

How You’ll Contribute

As a Disbursement Supervisor, you will lead and support a team responsible for processing life and annuity financial transactions while delivering a high level of customer service and operational excellence. In this role, you will partner closely with the Policy Administration team and cross‑functional stakeholders to ensure accurate, timely, and compliant disbursements.

We are looking for individuals who are passionate about developing people, improving processes, and contributing to an inclusive, collaborative workplace. The ideal candidate brings strong leadership capabilities, financial services knowledge, and a commitment to Equi Trust’s core values of Integrity, Leadership, Accountability, Teamwork, and Passion.

What You’ll Do

• Lead, coach, and develop a team responsible for life and annuity financial disbursement transactions, including withdrawals, surrenders, loans, RMDs, exchanges, transfers, and income payments
• Manage day‑to‑day team operations, including workflow prioritization, productivity monitoring, scheduling, and time‑off approvals
• Provide guidance and support on complex or escalated transactions and customer inquiries
• Ensure transactions are processed accurately and in compliance with internal procedures, regulatory requirements, and service standards
• Conduct quality reviews and analyze performance metrics to identify trends, risks, and opportunities for improvement
• Interpret policies and procedures, recommend enhancements, and elevate complex issues as appropriate
• Prepare reports and written communications for internal partners, agents, and policyholders
• Foster a positive, inclusive team environment that supports collaboration, professional growth, and continuous improvement
• Support broader Policy Administration initiatives and contribute to departmental and company goals

What You’ll Bring

Education

• High school diploma or equivalent required

Experience

• Minimum of 2 years of annuity and/or life insurance experience
• 3 or more years of life and annuity insurance experience preferred
• Prior supervisory or team leadership experience preferred
• Familiarity with annuity financial service requests preferred

Knowledge, Skills, and Abilities

• Strong mathematical, analytical, and problem‑solving skills with attention to detail
• Effective verbal and written communication skills, including the ability to present information clearly
• Ability to lead with empathy and work effectively with diverse teams and perspectives
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Adaptability and comfort navigating change in a fast‑paced environment
• Solid understanding of annuity and/or life insurance products
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and ability to learn proprietary systems
• Confidence handling escalated calls and complex situations with professionalism and care

Physical Requirements

• Primarily sedentary role requiring extended periods of sitting and computer use
• Ability to talk, hear, and see continuously throughout the workday
• Occasional standing, walking, bending, reaching, and use of hands for fine manipulation
• Ability to lift and carry light materials on an occasional basis

Total Rewards: In addition to base pay, eligible employees may receive an annual discretionary incentive bonus and access to a competitive benefits package including:

• 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

Equi Trust 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 Equi Trust Careers.

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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.