Underwriting Operations Representative
Equitable
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
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Salary
💰 $42,000 - $50,000 per year
About the role
- Meeting the turnaround times on RFP Inventory assignments
- Processing requests from distribution partners and internal stakeholders
- Creating quote cards and proposals
- Working with Underwriting to edit proposals
- Releasing proposals to sales executives
- Developing relationships with internal and external stakeholders
Requirements
- Basic Understanding of Document Management
- Basic Understanding of Effective Communication with internal partners
- Basic Understanding of managing multiple priorities
- Bachelor's degree preferred
- Preferred experience with Salesforce
- Preferred experience with Group Employee Benefits
Benefits
- Health insurance
- 401(k) plan
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Document ManagementProposal CreationRFP ProcessingQuote Card Development
Soft Skills
Effective CommunicationRelationship BuildingManaging Multiple Priorities
Certifications
Bachelor's Degree