Operations Analyst, Life Insurance
Summary
The Business Analyst-Life will support life insurance operations by analyzing data, preparing annual plan reviews, and developing financial models using Excel and proprietary carrier software. This role involves collaborating with advisors to provide projections and ensure high-quality service for policyholders.
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we have honed since 1859.
Equitable is seeking a dynamic Business Analyst-Life associate to join our growing team in Springfield IL.
What You Will Be Doing
Gathering and analyzing data to prepare and distribute existing plan annual reviews
Has expert level knowledge of plans which allows the candidate to identify anomalies in data to better prepare and present reviews and proposals
Applies problem solving techniques to present optimum analysis and proposed changes to plans
Runs in-force illustrations and alternate proposals to provide projections for insureds to make informed decisions regarding their policies
Ability to learn new product characteristics to apply and adjust parameters of the typical review process
Understands CES products and software in creating case studies, including capacity analysis.
Developing financial models using excel and carrier software
Embraces learning carrier software and product characteristics
Accurately enters data and proactively addresses errors prior to distributing materials
Answers questions from Advisors regarding materials prepared to positively impact retention
Understands the importance of the work in completing and maintaining the sale
Communicates complex concepts with ease to individuals with all levels of understanding of our product offerings.
Handles multiple priorities with large volumes of work and associated deadlines
Effortlessly uses Excel and other MS office tools
Execute the CES LIPQ system as well as SERP Builder tools for maximizing efficiency and effectiveness in building plans.
Understands the importance of concierge level service and the treatment philosophy toward CES advisors.
Ad hoc projects related to multi life and LIP marketing and design
Manages compliance approvals for marketing materials used in sales process
This position is an in-office role that allows you to stay fully engaged with your team to provide outstanding, customer-focused service during our core hours (8\:00 AM–5\:00 PM). Office location is 4341 Acer Grove Road, Suite C300, Springfield, IL 62711
The base salary range for this position is $58,000 - $60,000. 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. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits\: Equitable Total Rewards Program