Operations Analyst, Life Insurance

Equitable helps clients secure their financial well-being so they can pursue long and fulfilling lives. The Operations Analyst, Life Insurance role supports plan reviews, financial modeling, policy analysis, proposals, marketing materials, compliance approvals, and advisor service through the use of Excel and carrier software.

What you'll do:

• 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

What they're looking for:

• • Bachelor's Degree
• • 1+ Years experience in Analytical positions
• • Strong math skills
• • Excellent knowledge and application of Excel and MS office tools and ability and interest in learning all supportive software for the role
• • Strong analytical background
• Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience
• Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals
• Financial Planning Instruments (Pensions, Annuities, etc.): Knowledge of financial planning products, market segments and marketplaces; ability to analyze and apply knowledge of financial planning products to meet financial goals and objectives
• Insurance Legal and Regulatory Environment: Knowledge of federal, state and local laws and regulations; ability to comply with these laws and regulations in insurance industry practices and activities
• Insurance Policies Management: Knowledge of issues, components, content and operations related to insurance policies; ability to create, revise, implement and manage the policies
• Knowledge of Insurance Operations: Knowledge of the full spectrum of activities, practices, tools and considerations for insurance operations; ability to apply knowledge of insurance operations to provide administrative support to the insurance business
• Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies

Benefits:

• Base salary increases, spot bonuses, and short-term incentive compensation opportunities, with eligibility depending on level and functional area of responsibility.
• For eligible employees, medical, dental, vision, a 401(k) plan, and paid time off.
• In-office role with core hours from 8:00 AM–5:00 PM.