About Us
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.
Job Summary
We're seeking an experienced Business Operations Intake Representative to join our dynamic team. As a Business Operations Intake Representative, you will play a critical role in meeting turnaround times on RFP Inventory assignments, processing requests from distribution partners and internal stakeholders, and partnering with Underwriting to ensure the case is set up correctly. If you're a team player with excellent communication skills, a basic understanding of document management, and a passion for learning, we want to hear from you.
Key Responsibilities
- Meet turnaround times on RFP Inventory assignments
- Process requests from distribution partners and internal stakeholders and partner with Underwriting to ensure the case is set up correctly
- Continuously learn product and process knowledge for self-development and future advancement
- Identify reasons for non-standard processing of RFPs
- Create quote cards and proposals for a portion of groups after the RFP intake process
- Work with Underwriting to edit proposals
- Release proposals for a portion of groups to sales executives
- Work with AI to improve its accuracy and function by providing feedback and suggestions
- Develop relationships with internal and external stakeholders
Essential Qualifications
- 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
- Bachelor's degree preferred
- 1+ years of experience in a business office setting, with the financial or insurance industry being a plus
- Preferred experience with Salesforce
- Preferred experience with Group Employee Benefits (Life, Disability, Dental, Vision, Critical Illness, Accident, and Hospital Indemnity)
Skills and Competencies
We're looking for a candidate with the following skills and competencies:
- Data gathering and reporting: knowledge of tools, techniques, and processes for gathering and reporting data
- Document management: knowledge of document management, including categorizing, integrating, updating, documenting, and distributing business information in a secure and effective way
- Effective communications: understanding of effective communication concepts, tools, and techniques, including transmitting, receiving, and accurately interpreting ideas, information, and needs
- Knowledge of organization: knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics
- Managing multiple priorities: knowledge of effective self-management practices, including managing multiple concurrent objectives, projects, groups, or activities
- Project administration: knowledge of project administration best practices and ability to use organizational strategies, practices, and tools for administering projects
- Diversity, equity, and inclusion: commitment to diversity, equity, and inclusion, including treating everyone with respect and dignity, ensuring all voices are heard, and advocating for change
Career Growth Opportunities and Learning Benefits
We're committed to investing in our people and providing opportunities for growth and development. As a Business Operations Intake Representative, you'll have access to:
- Comprehensive training and development programs
- Opportunities for advancement and career growth
- A collaborative and supportive work environment
- Access to cutting-edge technology and tools
- A competitive salary and benefits package
Work Environment and Company Culture
We're a dynamic and inclusive organization that values diversity, equity, and inclusion. Our work environment is collaborative and supportive, with a focus on teamwork and open communication. We're committed to creating a workplace that's inclusive and respectful of all employees, regardless of their background, culture, or identity.
Compensation, Perks, and Benefits
We offer a competitive salary and benefits package, including:
- A competitive salary range of $39,000 - $50,000
- A comprehensive benefits package, including medical, dental, vision, and 401(k) plan
- Paid time off and flexible work arrangements
- Access to cutting-edge technology and tools
- A collaborative and supportive work environment
How to Apply
If you're a motivated and detail-oriented individual with a passion for learning and a commitment to excellence, we want to hear from you. Please submit your application, including your resume and a cover letter, to [insert contact information]. We can't wait to hear from you!
Equal Employment Opportunity
Equitable is an equal employment opportunity employer and welcomes applications from diverse candidates. We're committed to creating a workplace that's inclusive and respectful of all employees, regardless of their background, culture, or identity.
Reasonable Accommodation
If you require reasonable accommodation 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 [email protected].
Apply Now
Are you ready to join our dynamic team and take the next step in your career? Apply now and let's discuss how you can become a vital part of our success story.
Apply Now
Apply Now