At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years with satellite offices in Charlotte, NC and New York, NY.
GENERAL PURPOSE OF THE JOB:
The Sr Resolution Analyst is responsible for managing and resolving consumer complaints and insurance department inquiries in a fair and timely manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Investigates and resolves customer complaints in a fair and equitable manner and in accordance with company policies and regulatory required timelines.
- Drafts responses and communicate with customers and regulators.
- Manages requests from regulators in a timely manner.
- Maintains accurate records of disputes, resolutions, and communications, providing detailed documentation for audits or internal reviews.
- Collaborates with the Compliance and Legal teams to ensure dispute handling is in line with applicable laws, regulations and risk management guidelines.
- Provides insights and recommendations for process improvements related to both the complaint management process and broader business operations.
- Communicates and collaborate effectively during the investigation process.
- Collaborates effectively with the business to remediate issues in response to complaint data and assist with root cause analysis.
- Assists with the review of agent activity.
- Become knowledgeable of company systems and learn to obtain data needed to investigate complaints and review agent activity.
- Assists with identifying trends, compiling information and presenting written recommendations to senior management with supportive documentation and rationale.
- Assists with monthly senior management reporting information
- Assist the fraud team on an as needed basis. Takes complaint calls and/or emails and follows through with appropriate persons/departments.
- Performs other related work as assigned.
SUPERVISORY RESPONSIBILITIES:
Direct Reports: 0
General Description of Indirect Reports (2 and 3-downs): 0
EDUCATION AND/OR EXPERIENCE:
- Three (3) plus years life or annuity industry insurance experience
- Bachelor’s degree preferred or appropriate combination of education and experience.
- Compliance, investigative or operational experience preferred.
CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
None
KNOWLEDGE, SKILLS AND ABILITIES:
- Excellent written and verbal communication skills, with the ability to explain complex issues to both customers and internal stakeholders.
- Strong customer service orientation.
- Mathematical skills and strong attention to detail.
- Ability to work cooperatively and successfully with internal and external stakeholders.
- Proficient in the use of Microsoft Office Suite.
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to successfully handle pressure and meet deadlines in a fast-paced work environment.
- Investigative, research and analytical skills.
- Experience with annuity products is preferred.
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Top Skills
What We Do
American Equity* Fixed Index Annuities * Retirement Planning * Customer Service
An American-owned and operated company headquartered in the heart of the Midwest, American Equity Investment Life Insurance Company® is a leader in the fixed indexed annuities marketplace. American Equity’s growth and success is attributed to our dedication to excellent customer service and emphasis on building customer relationships.
“The One Who Works for You!®” serves as the foundation for the way American Equity does business and values its more than 500 employees. Guided by our Principles of Excellence, we do more than sell retirement annuity products -- we are dedicated to fostering opportunity and innovation to meet the ever-changing needs and goals of retirement.
"It's About the People" is the American Equity story and the legacy of our founder David J. Noble. This commitment to excellence includes our employees, agents, partners, and contract owners. We thank you for entrusting us with the things that matter most.
When your retirement begins, you want to ensure you can enjoy it, which is why it’s important to have reliable support that can help fund every day of your golden years. After all, your life of hard work has earned you the retirement you planned for. These are the guiding principles that define everything we do. American Equity is the one who works for you.