Hybrid Underwriting Operations Representative

Posted 6 days ago

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About the role

  • Underwriting Operations Representative at Equitable responsible for RFP processing and internal communication. Working in hybrid role to ensure correct case setup and proposal management.

Responsibilities

  • 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

Job title

Underwriting Operations Representative

Job type

Experience level

Mid levelSenior

Salary

$42,000 - $50,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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