Illustration Specialist Ii Jobs

At American Equity Investment Life Holding Company, we think of ourselves as The Financial Dignity Company. Our policyholders work with independent agents, banks and broker-dealers through our wholly-owned operating subsidiaries, to choose one of our leading annuity products best suited for their personal needs to create financial dignity in retirement. We remain steadfast in our commitment to quality products, excellent customer service, integrity, safety and delivering on our promises to our policyholders. Our success comes from hiring people who embody the beliefs that drive our unique, energetic, fast-paced and caring culture of collaboration, ownership and innovation.

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 slated to open in early 2023 in Charlotte, NC, and New York, NY. We are a NYSE-listed company and maintain an “excellent” rating from AM Best. Our company has over $57 billion in assets, 26,000 active agents and over 800 employees.

We are actively seeking a motivated, detailed individual with annuity administration testing or illustration software testing experience to join the Client Solutions group. This Illustration Specialist will have the opportunity to work within a team that is dedicated to auditing and improving American Equity’s illustrations.

• We are open to remote workers across the US. #-LI Remote

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Performs periodic testing of internal administration systems such as LifePro, FAST, and potentially PiViT to ensure that all systems are working optimally.
• Participate in cross-training sessions with illustration specialists who have marketing illustration backgrounds.
• Identifies opportunities to improve current testing processes, implements these changes proactively, and ensures that accuracy is maintained.
• Identifies and reports error patterns and communicates them effectively to the team for prompt resolution.
• Tests and evaluates the accuracy of annuity product illustrations using Excel tools developed by the actuarial team members, and creates test plans to ensure that the tests are conducted effectively and accurately.
• Collaborates with the sales and distribution team to understand their needs and relay this information to the business analyst effectively.

SUPERVISORY RESPONSIBILITIES:

None required for this position.

EDUCATION AND/OR EXPERIENCE:

• Ideal candidates will have a proven track record of working in a testing capacity, with experience testing a variety of systems and applications.
• Combination of education and experience or Bachelor’s degree preferred.
• Knowledge of or prior experience working with annuity products and systems is preferred.

LANGUAGE SKILLS:

TECHNICAL SKILLS:

• Proficiency in using Microsoft Office tools. (Excel, Teams, Outlook, OneNote)

• Prior experience using a project management and issue tracking software such as JIRA is preferred.

REASONING ABILITY:

• Strong problem-solving skills, with the ability to quickly identify and articulate issues to the team.

CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:

OTHER NECESSARY SKILLS AND ABILITIES:

• Ability to work collaboratively and successfully with fellow employees, customers, and other outside third parties
• Excellent time management and organizational skills.
• Ability to maintain company attendance, punctuality and dependability standards as stated in the company handbook