Flmi Molly Shaffer Acs

Manager, Suitability Compliance at American Equity

Molly Shaffer has over 30 years of work experience in the insurance and financial industry. Molly is currently working as the Manager of Suitability Compliance at American Equity since December 2019. Previously, they served as the Director of New Business and Suitability at Athene USA from January 2018 to December 2019, where they also held the roles of Senior Manager/Manager of Annuity New Business/Suitability from March 2014 to January 2018, and Manager of Agency Services from January 2011 to March 2014. Prior to that, Molly worked at Northwestern Mutual as an Assistant from October 2009 to January 2011.

During their tenure at ING, Molly held various managerial positions. Molly served as the Senior Manager of Variable Annuity Policy Owner Services from 2001 to 2004, where they managed over 400,000 in-force variable annuity policies and resolved complex issues for agents and customers. From 1995 to 2001, they were the Manager of Fixed Annuity Contact Center/Policy Owner Service, responsible for 25 staff members and overseeing the transition to a new organization. Molly also served as the Manager of Life Insurance Premium Collections from 1993 to 1995, leading a team of 12 staff members and successfully completing a suspense reconciliation project. Additionally, they worked as a Cash Control Accountant/Assistant Treasurer from 1990 to 1993, performing daily cash position calculations and reconciling bank statements.

Molly Shaffer began their career at Ernst & Young as a Staff Accountant in the audit division from 1988 to 1990, where they conducted audits and evaluated inventories for various clients. Overall, Molly's experience showcases their extensive knowledge and expertise in compliance, new business, suitability, agency services, and customer service within the insurance industry.

Molly Shaffer, FLMI, ACS, completed their education at the University of Iowa from 1984 to 1988, earning a Bachelor's degree in Accounting. In addition to their academic achievements, Molly has obtained two certifications from LOMA - they are an Associate in Customer Service (ACS) and also holds the designation of FLMI. The timeline or specific dates for the certifications have not been provided.

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Timeline

  • Manager, Suitability Compliance

    December, 2019 - present

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