Oversee the design, automation, enhancement, and maintenance of operational dashboards and ... Ensure reporting metrics accurately reflect policy activity, workflow volumes, capacity, and ...
Oversee the design, automation, enhancement, and maintenance of operational dashboards and ... Ensure reporting metrics accurately reflect policy activity, workflow volumes, capacity, and ...
Sr. Investment Accountant
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$72K - $90K/yr
Strong understanding of current processes and overall workflow * Ability to identify and implement ... Regular and punctual attendance Ability to travel up to: 10% of the time #LI-Remote #LI-MB1 ...
Quick apply
Sr. Investment Accountant
Des Moines, IA · Remote
$72K - $90K/yr
Strong understanding of current processes and overall workflow * Ability to identify and implement ... Regular and punctual attendance Ability to travel up to: 10% of the time #LI-Remote #LI-MB1 ...
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Remote USA About Us: CDK Global is a leading provider of cloud-based software to dealerships and ... By automating and streamlining critical workflows, the integrated platform of modern solutions ...
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Quick apply
Sr. Underwriting Strategy Analyst - Hybrid Opportunity
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... workflows and reduce friction * Support automation, digitization, and decision-support tool ... Flexible work schedules and hybrid/remote options for eligible positions. * Educational assistance ...
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... automation, and AI. We even built our own platform, myConcerto, that mixes the best parts of ... remote connect/disconnect, and on-demand read workflows. * You have prior experience on a gas ...
... automation, and AI. We even built our own platform, myConcerto, that mixes the best parts of ... remote connect/disconnect, and on-demand read workflows. * You have prior experience on a gas ...
Remote Workflow Automation information
What are the key skills and qualifications needed to thrive as a Remote Workflow Automation Specialist, and why are they important?
What are some common challenges faced when managing workflow automation remotely, and how can they be addressed?
What is remote workflow automation?
What is the difference between Remote Workflow Automation vs Remote Business Analyst?
| Aspect | Remote Workflow Automation | Remote Business Analyst |
|---|---|---|
| Required Credentials | Technical certifications (e.g., RPA tools, scripting) | Business analysis certifications (e.g., CBAP, PMI-PBA) |
| Work Environment | Focus on automation tools, scripting, and process optimization | Focus on requirements gathering, process analysis, and stakeholder communication |
| Employer & Industry Usage | Tech companies, automation service providers, large enterprises | Consulting firms, finance, healthcare, and corporate sectors |
| Search & Comparison Intent | Automation, RPA, process improvement | Business processes, requirements analysis, project management |
Remote Workflow Automation specialists focus on implementing automation tools and scripting to streamline processes, often requiring technical certifications. Remote Business Analysts analyze business needs, gather requirements, and communicate with stakeholders. While both roles improve efficiency, they differ in technical depth and focus areas, with automation roles being more technical and analysis roles more strategic.
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 20 days ago
Job description
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,
How You'll Contribute
As a Policy Administration Data and Analytics Manager, you will lead the reporting, analytics, and performance insights function within Policy Administration. You will be responsible for overseeing a team of data and analytics professionals, developing reporting strategies, ensuring data accuracy and governance, and delivering actionable insights that support policy issuance, maintenance, servicing, and operational decision-making. This role works closely with Operations, New Business, Compliance, Technology, Customer Service, Sales, Marketing, and external vendor partners to drive operational efficiency, support strategic planning, and enhance customer and policyholder experiences. We are looking for candidates who are passionate about data-driven decision-making, process improvement, and operational excellence and bring strong leadership, analytical, reporting, and stakeholder management skills to the team.
What You'll Do
- Lead, coach, and develop a team of data analysts and associates.
- Manage team performance, workload prioritization, hiring recommendations, and professional development activities.
- Oversee the design, automation, enhancement, and maintenance of operational dashboards and reporting solutions.
- Ensure reporting metrics accurately reflect policy activity, workflow volumes, capacity, and performance trends.
- Review and validate reporting outputs for accuracy, consistency, and usability.
- Analyze policy administration data to identify trends, risks, variances, and process improvement opportunities.
- Translate analytical findings into actionable business recommendations.
- Support audits, compliance initiatives, and regulatory reporting requirements.
- Establish and maintain data governance and data quality processes.
- Lead reporting and analytics efforts supporting IVR, Contact Center, and client-facing website operations.
- Monitor digital self-service adoption and identify opportunities to improve customer experience and operational efficiency.
- Partner with business stakeholders to gather requirements and deliver meaningful reporting and insights.
- Provide leadership with ad hoc analyses and strategic recommendations to support decision-making and operational planning.
- Support departmental and company initiatives as needed.
What You'll Bring
Education
Required:
- High School Diploma
Preferred:
- Bachelor's degree in Business, Marketing, Statistics, Data Science, Data Analytics, or a related field.
Experience
- Minimum 5 years of policy administration or insurance operations experience with a focus on data analysis and reporting.
- Experience developing operational dashboards and managing data workflows.
- Power BI experience required.
- Minimum 3 years of supervisory or people leadership experience.
- Experience within life insurance, annuities, financial services, or other regulated industries preferred.
Knowledge, Skills, and Abilities
- Strong proficiency with data visualization tools such as Power BI, Tableau, or Looker.
- Advanced Excel skills and working knowledge of SQL.
- Experience with CRM platforms (e.g., Salesforce) and marketing tools (e.g., HubSpot, Marketo).
- Ability to manage multiple projects and meet deadlines in a fast-paced environment.
- Excellent communication and presentation skills, including the ability to explain complex data to non-technical audiences.
- Advanced analytical, mathematical, organizational, and critical-thinking skills.
- Strong understanding of data analysis, databases, reporting tools, and system integrations.
- Advanced problem-solving and decision-making capabilities.
- Ability to adapt to changing priorities and business needs.
- Strong interpersonal skills, professionalism, and commitment to customer service.
- Demonstrated ability to lead teams and collaborate effectively across departments.
Physical Requirements
- Occasionally lift or carry up to 20 pounds.
- Frequent sitting, computer use, fine hand manipulation, and visual concentration.
- Frequent verbal communication and hearing.
- Occasional standing, walking, bending, stooping, reaching, and pushing/pulling.
- Infrequent travel (less than 5%).
- Ability to perform work primarily in an office or remote environment.
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
EquiTrust 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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