CES Operations Analyst, Life Insurance

Equitable is seeking a Business Analyst-Life associate to join its team in Springfield, Illinois. The CES Operations Analyst will prepare policy reviews, illustrations, case designs, financial models, and client materials for life insurance advisors while analyzing policy data and supporting compliance and client service processes.

What you'll do:

• Gather information and compile data needed to prepare annual policy reviews and client materials
• Review reports and plan information for accuracy and identify potential data discrepancies for further review
• Support the preparation of policy reviews, illustrations, and comparison materials for advisors and clients
• Run in-force illustrations and alternative scenarios using carrier software based on established processes and guidelines
• Assist in analyzing policy performance and preparing supporting materials that help advisors discuss options with clients
• Learn and apply product features, carrier guidelines, and company procedures when preparing case designs and reviews
• Utilize CES products, systems, and software to create case studies and perform basic capacity analyses
• Build and maintain financial models, spreadsheets, and reports using Excel and carrier software
• Enter client and policy data accurately into internal systems and proactively correct errors when identified
• Respond to advisor questions regarding prepared materials and provide timely support throughout the review process
• Support retention and client service efforts by delivering accurate and timely case design materials
• Communicate plan concepts and product information clearly to advisors and internal business partners

What they're looking for:

• * Bachelor's degree in Business, Finance, Insurance, or a related field, or equivalent work experience
• * 1+ years of experience in an analytical, insurance, financial services, sales support, or related role
• * Strong analytical and problem-solving skills with the ability to interpret complex data and identify anomalies
• * Advanced proficiency in Microsoft Excel, including financial modeling, data analysis, and reporting
• * Demonstrated ability to learn and apply complex insurance product features, carrier software, and internal systems
• * Strong mathematical aptitude and attention to detail with a commitment to accuracy
• * Exceptional organizational skills with the ability to manage multiple priorities, large work volumes, and competing deadlines
• * Excellent verbal and written communication skills, with the ability to explain complex concepts to diverse audiences
• * Strong customer service orientation and commitment to delivering a concierge-level experience
• * Ability to work independently while collaborating effectively with advisors, partners, and cross-functional teams

Benefits:

• For eligible employees, Equitable provides a full range of benefits.
• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off
• Base salary increases
• Spot bonuses
• Short-term incentive compensation opportunities
• This position is an in-office role