Underwriting Operations Representative (HYBRID)
Equitable, Charlotte, NC, United States
About The Role
At Equitable, we help clients secure their financial well‑being so they can pursue long and fulfilling lives – a mission we’ve honed since 1859. Equitable is looking for a dynamic Underwriting Operations Representative to join our team as a hybrid work position based out of our Charlotte, NC office.
What You’ll 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
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 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 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.
Benefits & Compensation The base salary range for this position is $42,000 - $50,000. Actual base salaries vary based on skills, experience, and geographical location. In 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 including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference Equitable Pay and Benefits: Equitable Total Rewards Program.
About Equitable At Equitable, we’re a 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 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.
Equitable Equal Employment Opportunity Statement 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
TalentAcquisition@equitable.com .
Primary Location United States – NC – Charlotte
Schedule Full‑time
#J-18808-Ljbffr
What You’ll 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
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 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 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.
Benefits & Compensation The base salary range for this position is $42,000 - $50,000. Actual base salaries vary based on skills, experience, and geographical location. In 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 including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference Equitable Pay and Benefits: Equitable Total Rewards Program.
About Equitable At Equitable, we’re a 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 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.
Equitable Equal Employment Opportunity Statement 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
TalentAcquisition@equitable.com .
Primary Location United States – NC – Charlotte
Schedule Full‑time
#J-18808-Ljbffr