Underwriting Operations Representative (HYBRID)

About the Role

At Equitable we help clients secure their financial well-being so they can pursue long and fulfilling lives- a missionwevehoned since 1859.

Equitable is looking for a dynamicUnderwriting Operations Representative to join our team!This position is a Hybrid work position based out of our Charlotte NC office.

What Youll Be Doing

• Meeting the turnaround times on RFP Inventory assignments
• Processing requests from distribution partners and internal stakeholders and partnering with Underwriting to be sure the case is set up correctly
• Continuing to learn product and process knowledge for self-development and future advancement
• Identifying reasons for non-standard processing of RFPs
• Creating quote cards and proposals for a portion of groups after the RFP intake process
• Working with Underwriting to edit proposals
• Releasing proposals for a portion of groups to sales executives
• Working with AI to improve its accuracy and function by providing feedback and suggestions
• Developing relationships with internal and external stakeholders

This position offers a hybrid work schedule with an onsite presence of 23 days per week combining flexibility with team collaboration.

The base salary range for this position is $42000 - $50000. Actual base salaries vary based on skills experience and geographical addition to base pay Equitable provides compensation to reward performance with base salary increases spot bonuses and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees Equitable provides a full range of benefits. This includes medical dental vision a 401(k) plan and paid time off. For detailed descriptions of these benefits please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

What You Will Bring

• Basic Understanding of Document Management including using EXL Word SharePoint and other Microsoft Office platforms.
• Basic Understanding of Effective Communication with internal partners including strong written skills.
• Basic Understanding of managing multiple priorities including priorities with varying deadlines.

Preferred Qualifications

• Bachelors degree
• Preferred experience with Salesforce
• Preferred experience with Group Employee Benefits (Life Disability Dental Vision Critical Illness Accident and Hospital Indemnity)

Skills

Data Gathering and Reporting:Knowledge of tools techniques and processes for gathering and reporting data; ability to practice them in a particular department or division of a company.

Document Management:Knowledge of document management; ability to categorize integrate update document and distribute business information in a secure effective way.

Effective Communications:Understanding of effective communication concepts tools and techniques; ability to effectively transmit receive and accurately interpret ideas information and needs through the application of appropriate communication behaviors.

Knowledge of Organization:Knowledge of the organizations vision structure culture philosophy operating principles values and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.

Managing Multiple Priorities:Knowledge of effective self-management practices; ability to manage multiple concurrent objectives projects groups or activities making effective judgments as to prioritizing and time allocation.

Project Administration:Knowledge of project administration best practices and ability to use organizational strategies practices and tools for administering projects.

About Equitable

At Equitablewerea team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee toleveragetheir unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall well-being flexibility and a culture of collaboration and teamwork.

We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with Careers at Equitableto learn more.

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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.

NOTE: Equitableparticipatesin the E-Verify program.

If reasonable accommodation is needed toparticipatein the job application or interview process or to perform the essential job functions of this position please contact Human Resources at or email us at.