Illustration Specialist 1

American EquityDes Moines, IA
12d

About The Position

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, headquartered in Des Moines, Iowa, for over thirty years with satellite offices in Charlotte, NC and New York, NY. GENERAL PURPOSE OF THE JOB: American Equity is seeking a motivated, detail-oriented professional with strong analytical, organizational, and communication skills to join the Client Solutions team. This Illustration Specialist will collaborate with a dedicated team focused on validating, auditing and enhancing the annuity projection tools.

Requirements

  • Internship or prior professional experience in financial services, insurance, or a corporate environment is a plus
  • Combination of education and experience or Bachelor’s degree in Business, Finance, or a related field preferred.
  • Proficiency in Microsoft Excel and other Microsoft Office applications.
  • Ability to maintain company attendance, punctuality and dependability standards as stated in the company handbook
  • Ability to work collaboratively and successfully with fellow employees, key stakeholders, and other outside third parties

Responsibilities

  • Validate illustration output for numerical accuracy using Excel tools developed by actuarial team members
  • Design strategic test plans for product changes and clearly document and communicate findings and outcomes
  • Collaborate with team members to design, test, and implement calculator enhancements that meet stakeholder needs
  • Conduct ongoing audits and regulatory reviews of illustrations to ensure all versions of the illustrations remain compliant.
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