Job Information
Equitable Group Insurance Onboarding/Implementation Associate in Charlotte, North Carolina
Group Insurance Onboarding/Implementation Associate ( 24000094 )
Primary Location : UNITED STATES-NC-Charlotte
Other Locations : UNITED STATES-Remote, UNITED STATES-NY-Syracuse
Organization : Equitable
Schedule : Full-time
Description
Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Incumbent will serve as the Implementation Experience Manager (IEM) for key areas around: onboarding, all external facing communications, regular status updates & follow-up activities to the broker/customer & Sales Executives, validation of collected information, generation and distribution of customized benefit summaries, rate grids, and enrollment support throughout the implementation life cycle. Drives a positive experience for the timely and accurate implementation of each client through collaboration with and education to our external agents, brokers, and producers.
Key Job Responsibilities
Primary Responsibilities will include the onboarding of first time clients and clients looking at add lines of coverage to Equitable via digital platform or paper process
Responsible for communications, inclusive of welcome or implementation calls, to broker/GA related to timelines, education, case status, product knowledge/clarification and process around onboarding throughout the implementation life cycle
Gather and distribute unsigned/incomplete sold case paperwork, benefit summaries, etc., as requested by distribution partners via the Sold Case Notification
Perform appropriate follow-up and status update related activities to the Broker and Sales Executive to ensure timely completion of sold case, as well as the backend installation, approval letters and initial enrollment
Perform thorough review of returned sold case based on business rule, paperwork for completeness and gaps.
Coordinate requote requests between broker, distribution partners and Underwriting
Assist in the training of new employees within the Onboarding team through job shadowing.
Supports the organization through participation in departmental, operational, and strategic projects/initiatives, as needed
Support and adapt to digital growth strategy
Expected to be an expert in digital onboarding application to help client utilize the tool, problem solve on potential questions that would arise
Continually work with operational teams to suggest areas of efficiency
The base salary range for this position is $46,000 - $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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
Qualifications
Required Qualifications
BS/BA degree or equivalent work experience
2 years of experience in Group Employee Benefits, Insurance Operations, Underwriting, Technology, or Business Analysis
Excellent communication & presentation skills - written and verbal
Excellent organization and attention to detail
Excellent time management skills
Knowledge of Life/Disability/Dental/Vision/Critical Illness /Accident/HIP products
General Business Acumen/Applying Independent Judgment/Intellectual Curiosity
Proficient with Microsoft Office Products-Specifically Excel
Understand key drivers of inventory and correlation between PTO and Inventory
Demonstrate experience managing multiple projects and case load while balancing competing priorities in a deadline driven environment.
Ability to operate in a fast-paced environment with changing workload
Meet production and quality metrics as set forth by your leadership team
Preferred Qualifications
Broker/Customer facing experience is a plus
SalesForce experience is a plus
Working with EAPP or related technology is a plus
Skills
Document Management: Knowledge of document management; ability to categorize, integrate, update, document and distribute business information in a secure, effective way.
Knowledge of Organization: Knowledge of the organization's vision, structure, culture, philosophy, operating principles, values, and code of ethics; ability to understand the value of aligning capabilities with business goals to support optimal performance.
Project Administration: Knowledge of project administration best practices and ability to use organizational strategies, practices and tools for administering projects.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .
Req ID: 24000094