Equitable

Consultant

• Oversees the end-to-end claims process for Life claims
• Ensures claims are processed within regulatory and company guidelines
• Creates and monitors reporting to ensure timeliness, accuracy, and quality
• Fosters strong relationships with brokers and clients
• Helps address customer issues or concerns promptly
• Advanced proficiency in claims data analysis techniques
• Ensures all claims processes comply with relevant laws and regulations
• Partners with internal departments and external partners to execute a market-leading Life claims experience
• Performs other duties as assigned

Life Claims Consultant

Claims Specialist

• Claims Management: Oversees end-to-end claims process. Responsible for active case management of Life claims. Ensures claims are processed accurately within regulatory and company guidelines. Deliver an exceptional customer experience and ensure that customer commitments and deliverables are achieved. Review and interpret medical records, utilizing resources as appropriate. Complete complex financial calculations specific to claims when applicable. 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.
• Client and Customer Relationships: Foster strong relationships with clients to understand their needs and ensure high levels of satisfaction. Addresses and resolves any customer challenges or concerns promptly. Communication via telephone, email, and text with employees, employers, attorneys, and others. 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. 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 Group Life Claims Examiner

Procurement

• Partner with Complex leadership to understand each branch’s unique talent needs and identify priority sourcing markets, including targeted university pipelines
• Leverage national recruiting platforms (LinkedIn, Indeed, Handshake, and others) to proactively source high-quality candidates and deliver a consistent flow of qualified leads to hiring managers nationwide
• Implement and optimize emerging AI-driven recruiting tools to enhance pipeline velocity, improve candidate targeting, and drive more efficient, high-impact sourcing strategies
• Customize and refine outreach strategies to align with targeted talent segments, increasing candidate engagement, response rates, and interview conversion
• Elevate the Equitable Advisors brand through strategic national recruiting campaigns, both virtual and in-person, strengthening market presence and employer brand recognition
• Utilize data-driven insights to evaluate lead quality by source, continuously refine sourcing strategies, and inform future investment decisions

Talent Sourcing Strategist

Financial Planning and Analysis

• Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards.
• Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries
• Conduct outbound and inbound client calls to support service needs, appointment confirmation, and follow-up activities
• Operate within Equitable’s Advisor Assist framework, leveraging centralized processes, workflows, and service models

Advisor Assist Financial Professional

• Provide financial guidance to ensure continued discipline for growth and profitability and support to aligned business(es)
• Liaise between business lines and Finance – “Face of Finance”
• Help to identify, assess, and evaluate new business opportunities, including new market and product/service ideas; and help support the analysis and comparison of alternative opportunities for entering new markets and adopting new technologies.
• Support Head of M&A in evaluating acquisition opportunities to drive growth and stay abreast of industry trends and opportunities for inorganic growth.
• Develop a strategic plan to ensure continued and successful growth and profitability which may include coordinating input from multiple stakeholders to facilitate the integration of individual business unit plans with the corporate plan.
• Lead a team responsible for financial analysis, monthly business review reporting, quarterly reporting, P&L management, sales projections, expense budgeting, etc.
• Provide presentations to senior/executive management which provide insight and recommendations on complex financial topics, including quarterly earnings.
• Provide innovative solutions and approaches to current practices.
• Continue to stay well-informed with industry best practices and customer needs to drive impact across areas.

Wealth Management Business Unit CFO

Insurance

• Research, analyze, and resolve unapplied, misapplied, or unidentified premium payments in suspense accounts.
• Apply payments accurately to new and inforce policy accounts according to established procedures and regulatory guidelines.
• Investigate discrepancies between records, and policy administration systems.
• Document findings and resolutions clearly and thoroughly.
• Monitor aging suspense items and prioritize resolution of high-risk or time-sensitive transactions.
• Assist with month-end reconciliation and reporting.
• Identify root causes of recurring suspense issues and recommend process improvements.
• Ensure adherence to SOX controls, audit requirements, and insurance compliance standards.
• Provide cross-functional and backup support for related life insurance processes, including Paid Change and Term Conversion during periods of high work volume or the absence of key analysts or as requested.

Life Insurance Suspense Analyst

Manager

• Serve as the subject matter expert and primary point of contact for advisors during their transition.
• Build a trusting partnership with advisors, developing tailored strategies to transition their book of business based on individual goals.
• Provide repapering support to assist new advisors in transferring their book of business to Equitable Advisors.
• Coordinate and prioritize project tasks, managing timelines, and communicating progress to managers and experienced advisors.
• Maintain and oversee onboarding project plan trackers, ensuring accurate and timely updates.
• Manage the end-to-end transition process for experienced advisor transitions, including product mapping, asset transition planning, and account transfers.
• Train and support local branch staff to serve as effective on-site transition partners.
• Provide training to experienced advisors and their teams on Clientworks and initiate account pre-population processes.
• Offer in-person support during the initial phase of the advisor’s transition, including travel as needed.
• Partner with the Business Transfer team to map advisors’ books of business and ensure accurate client data collection.
• Maintain accurate reporting of accounts and assets transferred versus anticipated transfers.
• Set transition timeline expectations and manage timelines accordingly.

Transition Manager – Experienced Hire Integration Team

Data Scientist

• Evaluate financial and strategic impact of advisor hires, deals, and growth initiatives through modeling and scenario analysis
• Lead development and ongoing enhancement for underwriting models for experienced hire loan offers, succession planning and practice acquisition
• Monitor and optimize debt recovery programs
• Partner with Accounting and Field Leadership to assess opportunities, risks, and financial outcomes
• Analyze key business drivers (revenue, expenses, advisor productivity, margins) and translate insights into actionable recommendations
• Build and maintain financial models to assess profitability, scalability, and long-term value of business development strategies
• Conduct competitive benchmarking to evaluate and strengthen program positioning
• Prepare executive-level presentations and materials summarizing insights, risks, and recommendations for senior leadership
• Identify trends and opportunities to improve business development strategy, processes, and decision-making

Business Strategy Analytics Lead

Account Executive

• Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs
• Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals
• Responsible for generating proposals for Group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity and State Paid Family Medical Leave (PFML) clients in target market of 20-500+ lives in designated territory
• Provide consultative analysis and recommendations to distribution channel partners and prospective clients
• Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
• Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience
• Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually
• Coordinate and track client events, meetings, appointments, and conferences
• Coordinate with the Regional Account Manager on the delivery of all proposals
• Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events

Employee Benefits Sales Executive – Remote, Travel

• Develop and maintain strategic business relationships with brokerage firms, consulting houses, General Agencies (GA’s) and PEOs
• Meet or exceed activity goals as it relates to new client meetings, quote activity, relationship management and annual premium sales goals
• Responsible for generating proposals for group Life, Dental, Disability, Vision, Critical Illness, Accident, & Hospital Indemnity clients in target market of 20-500+ lives in designated territory
• Provide consultative analysis and recommendations to distribution channel partners and prospective clients
• Construct and maintain a business plan for your designated territory based on sales and strategic initiatives
• Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience
• Meet or exceed assigned premium, proposal activity and meeting targets monthly, quarterly and annually
• Coordinate and track client events, meetings, appointments, and conferences
• Coordinate with the Regional Account Manager on the delivery of all proposals
• Remain current on company offerings and industry trends through market research, business area meetings, conferences, and industry events

Employee Benefits Sales Executive – Florida

Customer Support

• Answer an average of 45-55 inbound calls per day
• Deliver exceptional customer service while adhering to Attendance guidelines
• Active participation and successful completion of customer service training

Customer Service Representative

• Deliver an exceptional customer experience and ensure that customer commitments and deliverables are achieved
• Review and interpret medical records, utilizing resources as appropriate
• Complete financial calculations
• Document objective, clear and technical rationale for all claim determinations

Disability and Leave Management Claims Specialist

Support Engineer

• Provide high level customer service support for the assigned Branches
• Maintain field force Contract, Licensing and Registration records
• Enter, update and maintain all records regarding new hire processing
• Review and process the initial FINRA form U4s
• Update and maintain candidate records using external and internal systems

Branch Support Analyst – Licensing & Controls

• Monitor and meet key performance measures
• Accountable for overall team performance
• Develop and execute action plans to address deficiencies
• Collaborate with cross-functional teams and mobilize resources to meet client needs
• Assist management in identifying emerging client needs and industry trends, and contribute to strategies and tactics to address them
• Manage day-to-day functions and performance of the Premier Team (staffing models, call queues, open issues, and quality)
• Drive training attendance and implementation
• Recruit experienced Financial Professionals and administer rapid upskilling programs for new hires to help them quickly meet targets and succeed in their roles
• Measure and report performance metrics (call quality, Financial Professional performance, unit performance, and customer/advisor satisfaction)
• Develop senior Financial Professionals into team mentors and promote joint work
• Function as a senior Financial Professional when needed
• Coach and mentor Financial Professionals, ensuring ongoing support and development
• Create development plans, manage performance expectations, and handle disciplinary actions when needed
• Escalate compliance concerns through appropriate channels

Manager, Premier Financial Professionals

Analyst

• Design and plan Design Thinking/Process Re-engineering workshops with creative and collaborative problem solving as the priority objective
• Lead pre-workshop discovery sessions and engage with stakeholders to outline the primary goals and initiative approach
• Energetically facilitate collaborative workshops virtually, in-person or hybrid, ensuring participants remain engaged and are led toward achieving desirable outcomes
• Actively lead and manage projects – ranging from simple to complex – including prioritization of activities, working within team capacity and anticipating issues
• Structure workshop formats and agendas including pre-work consulting with stakeholders
• Develop detailed documentation for process flows
• Create training and education materials for Design Thinking
• Actively participate in the Design Thinking team activities around including team-building, communications and department support
• Participate in discovery research and analysis of quantitative and qualitative information
• Support a culture of iterative thinking, continuous learning and innovation
• Champion Design Thinking and Process Re-engineering throughout the organization as a key pillar of the Innovation & Design Office