Financial Disbursement Coordinator​/Annuities

Overview

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 Coordinator (Senior Associate II), you will play a key role in delivering accurate, timely, and compliant financial transactions while supporting exceptional customer experience. You’ll work collaboratively with the Policy Administration, Inforce Administration, and cross-functional partners to resolve complex transactions, support process improvements, and provide technical guidance to team members. We’re looking for someone who is detail-oriented, collaborative, and motivated to contribute to a positive, inclusive, and customer-focused work environment.

• Process and provide guidance on complex financial transactions, including withdrawals, surrenders, 1035 exchanges, qualified transfers, loans, and death claims
• Serve as a technical resource for team members by independently resolving complex or escalated issues
• Perform quality reviews to ensure accuracy, regulatory compliance, and consistent application of procedures
• Train and mentor team members on processes, procedures, tax reporting, and applicable regulations
• Identify workflow and system improvement opportunities and partner with management and IT on enhancements and testing
• Review and interpret documentation, exercising sound judgment when requesting or approving exceptions
• Document, update, and communicate procedures and process changes
• Support department reporting, reconciliations, and tracking of outstanding items
• Foster a collaborative, respectful, and inclusive team environment aligned with Equi Trust’s core values
• Take on additional responsibilities as needed to support departmental and company objectives

• High School Diploma or equivalent required

• At least 1 year of life and annuity insurance experience
• At least 3 years of processing experience
• Preferred: 4+ years of life insurance and/or annuity experience
• Preferred: experience processing annuity financial transactions

• Strong analytical, mathematical, organizational, and problem-solving skills
• Clear and professional verbal and written communication skills
• Ability to handle escalated situations with confidence and empathy
• Strong attention to detail and ability to manage multiple priorities and deadlines
• Proficiency with Microsoft Office and the ability to learn and navigate multiple systems
• Collaborative mindset with a commitment to continuous learning and improvement
• Demonstrated ability to work effectively in a changing environment and contribute positively to team culture

• Ability to sit, communicate, and use a computer for extended periods
• Ability to perform repetitive hand movements such as typing and fine manipulation
• Occasional lifting of up to 10 pounds
• Ability to manage typical workplace stress in a professional setting

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

• Medical, Dental & Vision coverage
• 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.