Underwriting Operations Representative (HYBRID)

EQH • Charlotte, NC

9d • Hybrid

About The Position

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! This position is a Hybrid work position based out of our Charlotte, NC office.

Requirements

• 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.
• 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.

Nice To Haves

• Bachelors degree
• Preferred experience with Salesforce
• Preferred experience with Group Employee Benefits (Life, Disability, Dental, Vision, Critical Illness, Accident, and Hospital Indemnity)

Responsibilities

• 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
• This position offers a hybrid work schedule, with an on–site presence of 2–3 days per week combining flexibility with team collaboration.

Benefits

• Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities.
• For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level