Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
mentorship
Professional Development
Networking opportunities
comprehensive training
career advancement
collaborative work environment
recognition programs
Job Description
American Equity is a distinguished financial services company committed to providing exceptional products and services in the insurance sector. Renowned for its values centered on being Empowered, Passionate, demonstrating Integrity, and Caring, American Equity fosters a supportive and dynamic workplace culture. This environment empowers its employees to grow professionally while contributing positively to the company's mission of customer-centric service excellence. The company has been recognized as one of Iowa's Best Companies to Work for in 2025 and is also acknowledged as a Top Workplace, underscoring its commitment to employee satisfaction and corporate responsibility. As a company deeply invested in personal... Show More
Job Requirements
- Bachelor’s degree in business or related field
- Preferred two years or more of experience or equivalent combination of education and experience
- Preferred experience in relationship management or concierge level service in insurance or financial services
- Strong customer service orientation
- Ability to solve practical problems and deal with a variety of concrete variables
- Ability to build strong relationships, trust and rapport
- Strong verbal and written communication skills
- Ability to provide candid, supportive feedback for development of others
- Mathematical skills and strong attention to detail
- Ability to work cooperatively and successfully with employees, customers, and other outside third parties
- Strong organizational and planning skills
- Proficient in Microsoft Office Suite
- Ability to write reports and business correspondence
- Ability to effectively present information and respond to questions
- Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures
- Ability to define problems, collect data, establish facts, and draw valid conclusions
- Ability to successfully handle pressure and meet deadlines in a fast-paced environment
Job Qualifications
- Bachelor’s degree in business or related field
- Preferred experience in relationship management or concierge level service in insurance or financial services
- AAPA, ACS, FLMI designations preferred but not required
- Strong customer service orientation
- Ability to solve practical problems and deal with a variety of concrete variables
- Ability to build strong relationships, trust and rapport
- Strong verbal and written communication skills
- Ability to provide candid, supportive feedback for development of others
- Mathematical skills and strong attention to detail
- Ability to work cooperatively and successfully with employees, customers, and other outside third parties
- Strong organizational and planning skills
- Proficient in Microsoft Office Suite
- Ability to write reports and business correspondence
- Ability to effectively present information and respond to questions
- Ability to read, analyze, and interpret general business periodicals, professional journals and technical/operational procedures
- Ability to define problems, collect data, establish facts, and draw valid conclusions
- Ability to successfully handle pressure and meet deadlines in a fast-paced environment
Job Duties
- Provides an exceptional experience to assigned agents by answering phone calls or messages promptly and professionally, addressing inquiries, completing transactions and resolving issues with empathy and efficiency
- Builds relationship, rapport and trust with assigned agents
- Serves as liaison between agent and internal AEL Teams including advocating for agent needs, communicating with the internal sales regional teams to report on activities and identify leads
- Runs reports for agents as needed
- Looks for opportunities to surprise, delight and exceed customer expectations with each customer interaction
- Ensures customer files, reports and profiles are adequately maintained
- Builds and maintains robust knowledge of American Equity’s products, servicing and new business processes that are important to provide exceptional servicing support to our agents and their offices
- Proactively and regularly monitors and completes tasks to move new business and servicing tasks through the pipeline faster and remove hurdles
- Delivers best-possible escalated business case outcomes to internal and external business partners through phone and email correspondence
- Manages time and productivity, creates operating efficiencies, leverages existing systems
- Provides high levels of customer satisfaction by reviewing feedback and customer satisfaction metrics and makes appropriate changes to ensure customer satisfaction
- Helps drive operational improvements based on feedback from distribution partners, agents and feedback from other internal customers
- Performs other related work as assigned
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Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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