What are the responsibilities and job description for the AVP, Business Optimization & Policy Administration position at EquiTrust?
Posting Title: Assistant Vice President, Business Optimization & Policy Administration
Location: Atlanta, GA (Mostly Off-Site)
Employment Type: Full-time
About Us:
EquiTrust 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. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.
How You’ll Contribute:
As the Assistant Vice President, Business Optimization & Policy Administration, you will lead a dynamic team of policy administration professionals focused on transforming service operations and enhancing customer experiences. Reporting to the Head of Agency, Operations and Distribution Strategy, you will play a key role in optimizing operational outcomes, supporting regulatory excellence, and delivering on ALGA’s mission of financial empowerment—especially in underserved communities. You’ll collaborate cross-functionally with teams including Marketing, Sales, IT, and Compliance to drive initiatives rooted in transparency, performance, and innovation.
What You’ll Do:
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Lead, coach, and develop a high-performing team of policy administration and service professionals.
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Oversee policyholder services, claims administration, complaint resolution, and vendor management.
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Serve as the on-site leader for Call Center operations and the Corporate Website Center.
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Ensure timely, accurate, and compliant execution of administrative functions.
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Champion data-driven decisions and support digital transformation across operational workflows.
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Collaborate with internal partners to align business objectives and improve service delivery.
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Foster a culture of inclusion, innovation, continuous improvement, and accountability.
What You’ll Bring:
Education:
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High school diploma required.
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Bachelor’s degree in Business, Finance, Marketing, or a related field strongly preferred.
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Advanced certifications such as CLU, ChFC, CFP, or MBA are a plus.
Experience:
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Minimum of 10 years in administrative and operational leadership in life insurance or financial services.
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At least 5 years in a managerial capacity leading diverse teams.
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Experience in business integration, acquisition, and operational consolidation is desirable.
Knowledge, Skills, and Abilities:
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Strong strategic thinking, problem-solving, and change management capabilities.
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Demonstrated expertise in life insurance policy administration and regulatory compliance.
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Collaborative mindset with the ability to influence across departments and levels.
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Excellent communication, presentation, and leadership development skills.
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Technologically fluent with advanced MS Office skills and familiarity with CRM or workflow systems.
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Commitment to service equity and customer-first solutions.
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Passion for innovation, talent growth, and process optimization.
Physical Requirements:
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Primarily sedentary work; frequent use of a computer.
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Occasional standing, walking, and minimal lifting (under 10 lbs).
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Low physical stress and infrequent travel (less than 5%).
Where You’ll Work:
- Location: Atlanta, Georgia
- Work Arrangements: Mostly Off-Site
- Travel Requirements: Infrequent travel (less than 5% of the time).
Total Rewards:
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
Atlanta Life Insurance Company 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 EquiTrust Careers.
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