Business Operations Intake Representative (Remote possible)

At Equitable, our power is in our people.

We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

This role is located in Charlotte, North Carolina or remote work will be also considered. 

• 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 it’s accuracy and function by providing feedback and suggestions
• Developing relationships with internal and external stakeholders

The total targeted compensation range for this position is $39,000 – $50,000. Total compensation varies based on skills, experience, geographical location and other factors.

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

• 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
• 1+ years experience in Business office setting- Financial or Insurance industry a plus
• Preferred experience with Salesforce
• Preferred experience with Group Employee Benefits (Life, Disability, Dental, Vision, Critical Illness, Accident, and Hospital Indemnity)

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 organization’s 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.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; 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 to leverage their 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 purpose.

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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: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

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