Experience

FBL Financial Group Inc

• United States
• Insurance
• 1 - 100 Employee

• Compliance Manager

  • Jan 2023 - Present

• Senior Compliance Analyst

  • Mar 2010 - Jan 2023

  ▪ Research/reply in writing to approximately 75-100 customer complaints. Correspond routinely with insurance company examiners. ▪ Lead committee to monitor life product replacement activity. Formed group of company leaders to review replacement definitions/revisit reporting requirements. Developed/submitted process replacement monitoring improvement idea that was approved/implemented. ▪ Directed life insurance company newsletter, including brainstorming, assigning, writing, and editing… Show more ▪ Research/reply in writing to approximately 75-100 customer complaints. Correspond routinely with insurance company examiners. ▪ Lead committee to monitor life product replacement activity. Formed group of company leaders to review replacement definitions/revisit reporting requirements. Developed/submitted process replacement monitoring improvement idea that was approved/implemented. ▪ Directed life insurance company newsletter, including brainstorming, assigning, writing, and editing content. ▪ Selected to participate in an enterprise-wide program to develop future company leadership. Membership included travel to Kansas and Nebraska to review company operations and to Washington D.C. to meet with industry groups/congress members and staff to lobby issues important to the Iowa Farm Bureau Federation. Received training in project management and participated in development of a project to assist a local non-profit organization. ▪ One of two non-life company employees chosen for Life Operations Council, a group tasked with developing and implementing process improvements for Farm Bureau Life Insurance Company. ▪ Write several articles yearly for an in-house publication distributed to approximately 2,000 professionals. ▪ Present quarterly on complaint handling. Presented on customer complaints to an insurance agent group; co-presented to company’s underwriting department on senior suitability. ▪ Served on committees to review customer exception requests, develop a product annual statement, and develop new market strategies. ▪ Participated in the ambassador program to help new employees acclimate to the company. ▪ Received company-sponsored training in business writing. Tutored work colleagues in business writing. ▪ Earned LOMA Associate, Insurance Regulatory Compliance (AIRC) and Associate, Financial Services Institute (AFSI) designations.