Operations Analyst, Life Insurance

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a missionwe havehoned since 1859.

Equitable is seeking a dynamic Business Analyst-Life associate to join our growing team in Springfield IL.

• 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, Equitableprovidesa full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, pleasereferencethe link below.

Equitable

Pay and Benefits:

Equitable Total Rewards Program

• 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

• Experience in Insurance a plus
• Expert level of knowledge of product, policy and plan details.
• Strong interpersonal skills and ability to ask questions to maximize learning and proficiency
• A solution-based mindset and solution based, creative thinking skills
• Strong marketing communication skills
• Self-motivated and able to work with large work volumes and short deadlines
• Strong organizational and project management skills

• 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…