Equitable

Vice President

• Develop and manage relationships with existing clients.
• Penetrate all potential clients within existing clients.
• Assess clients' needs in order to promote new products.
• Educate and train clients on Annuity products.
• Develop new RIA relationships.
• Follow up on Internal Sales Desk leads.
• Maintain sales goals.

Regional Vice President – Hybrid Wholesaler

Analyst

• Process disbursement related transactions
• Work with offshore team to complete work timely and accurately
• Review incoming documents for completeness and accuracy
• Escalate any issues to the proper parties for review
• Utilize multiple mainframe systems to process disbursement related transactions
• Review AWD to confirm paperwork has been completed timely and is in order
• Determine if paperwork is in order to process or refer to Not In good order (NIGO) unit for follow up
• Validate original Medallion Signature Guarantee, if available
• Review power of attorney documents and trust documents for signature compliance
• Review disbursement transaction for company financial controls
• Ensure all company federal and state compliance requirements are met
• Work on Ad hoc projects as needed

Disbursement Analyst

Insurance

• Deliver an exceptional customer experience and ensure that customer commitments and deliverables are achieved
• Communication via telephone, email, and text with employees, employers, attorneys, and others
• Review and interpret medical records, utilizing resources as appropriate
• Complete financial calculations
• Gain an understanding and working knowledge of the Equitable claim and other applicable systems, policies, procedures, and contracts as well as regulatory and statutory requirements for claim adjudication
• Apply contract/policy provisions to ensure accurate eligibility and liability decisions
• Demonstrate and apply analytical and critical thinking skills
• Verify on-going liability and develop strategies for return-to-work opportunities as appropriate
• Document objective, clear and technical rationale for all claim determinations and demonstrate the ability to effectively communicate claim decisions to our customers via oral and written communication
• Leverage a broad spectrum of resources, materials, and tools to render claims decisions
• Provide timely and exceptional customer experience by paying appropriate claims accurately and timely, responding to all inquiries and maintaining expected service and quality standards
• Work within a fast-paced environment, with tight deadlines, and demonstrate the ability to balance multiple priorities
• Work independently as well as within a team structure
• Deliver refresher trainings as appropriate to the claim team
• Identify areas for improvement in claims processing, including workflow changes or improving procedure based on trends or challenges observed in claim review.
• Prepare reports for management on claim outcomes and performance metrics.
• Assist in training and mentoring junior claim examiners on best practices, improving their decision-making skills.
• Oversee the ongoing management of complex, high-priority or escalated cases and callers.

Senior Disability and Leave Management Claims Examiner – Group Insurance Claims Experience Required

Compliance

• conducting announced and unannounced inspections & interviews of Equitable’ s Advisors Financial Professionals
• Collect and review data as part of pre-work audit process
• Advise and educate Equitable’ s Advisors Financial Professionals on firm policies and procedures
• Assist branch compliance personnel with identifying and addressing compliance issues
• Provide timely reports that identify audit findings and recommendations for resolution
• Mock Auditing of branch compliance requirements to improve branch exam results
• Adhoc compliance reporting projects
• Assist with suitability review

Regional Compliance Manager

Account Manager

• Collaborate with Strategic Account Managers to identify OSJs/financial institutions and COIs/sales managers associated with large/complex third-party distribution partners and build plans to focus and grow sales with target firms
• Develop relationships with COIs and sales management associated with target firms
• Create shelf-space for Equitable annuities by facilitating product approval at target firms
• Source opportunities for increased exposure and wholesaler visibility within target firms
• Coordinate training, events and campaigns within target firms to enhance brand awareness and product knowledge
• Track and analyze metrics and sales data to measure success and identify additional opportunities
• Regular travel to partner offices, industry conferences and regional events as required

Field Relationship Manager – Annuity Account Management

• Overseeing Retained Access Accounts, ensuring accounts are established with accurate information
• Executes manual account openings when they failed to transmit
• Monitoring the entire book of Retained Access Accounts, addressing dormancy issues
• Coordinating fraud reports, and closing accounts if the account holder is deceased
• Monthly reporting duties including preparing reports showing the total number of Retained Access Accounts opened and closed within the month
• Preparing reports sharing these reports with Finance and Actuary partners
• Monitoring the Returned Check Queue and the 13-month check queue
• Processing the escheatment of death claim proceeds
• Research and resolve standard issues
• Handle escalated requests
• Provide comprehensive information to facilitate claim payments
• Providing support for offshored functions

Death Claims Analyst, Account and Payment

Business Analyst

• responsible for processing SPEN,POP FCS updates and designations as well as act as a BA for the business line they support for over 3k FPs for wealth management
• responsible for the processing of collective POP
• support the GDC initiative
• cross trained to support customer service line as needed during shortage and potential attrition

Compensation Business Analyst

Customer Support

• Establishes and maintains productive, professional relationships with assigned customers and brokers
• Collaborates with Distribution and all internal partners to meet customer’s expectations and provide value-added solutions
• Partners with Sales Executive and Account Manager on renewal preparation, strategy and delivery and ensures timely, accurate delivery of renewals
• Maintain all renewal documentation and actions
• Assist in pipeline management within Salesforce (CRM) and utilize Salesforce to manage service requests and document activities
• Partner with the Implementation team to ensure new groups are successfully activated and broker/client expectations are achieved
• Take ownership and accountability for service-related requests and follow up through completion to meet internal SLAs
• Handle product/policy questions, administrative changes, billing concerns, claims inquiries, enrollment completion, customer education, and general account management support
• Proactively communicate with customers and educate them on tools and resources
• Provide pro-active outreach after implementation to educate Clients and Brokers on administrative policies and EB360 portal
• Provide sales support by managing RFP inventory and the Proposal Process, reviewing RFP data, and partnering with SE and Underwriting
• Remain up to date on market changes and provide consultation on how Equitable may support changing client needs

Market Support Representative, Group Insurance

Sales

• Provide advanced sales expertise to financial advisors to help drive annuity sales
• Provide technical expertise and marketing support to financial advisors, external and internal wholesalers, and other home office personnel
• Deliver advanced sales presentations at Firm Conferences and Regional Meetings
• Deliver continuing education presentations at financial advisor cluster meetings
• Develop marketing, sales, and educational material on advanced concepts in retirement income planning, charitable planning, and estate planning
• Travel up to 60% for business needs