The associate will focus on networking to discover new talent, coaching financial professionals, and collaborating with local leadership to drive team growth. They are also responsible for ensuring compliance, fostering an inclusive environment, and executing strategies to meet district goals.
The Regional Controls Manager is responsible for conducting risk-based examinations of branch offices to ensure compliance with SEC, FINRA, and internal firm policies. They will also partner with legal, risk, and operations teams to address findings, provide regulatory guidance, and validate remediation efforts.
Analyze medical, functional, and contractual information to make accurate decisions on Long Term Disability claims. Manage the claim lifecycle by coordinating cost-effective rehabilitation services and maintaining professional communication with all stakeholders.
The Senior Underwriting Consultant will assess and manage complex, high-value Life and Critical Illness insurance applications for the high-net-worth market. They will also provide technical leadership, negotiate with stakeholders, and support the development of underwriting practices.
The Senior Underwriting Consultant will assess and manage complex, high-value Life and Critical Illness insurance cases for the high-net-worth market. They will negotiate with reinsurers and advisors while providing technical leadership and mentoring to the underwriting team.
The Senior Underwriting Consultant will assess and manage complex, high-value Life and Critical Illness insurance applications for the high-net-worth market. They will also provide technical leadership, negotiate with reinsurers and advisors, and support the development of underwriting practices.
The Senior Underwriting Consultant will assess and manage complex, high-value Life and Critical Illness insurance applications for the high-net-worth market. They will also provide technical leadership, negotiate with reinsurers and advisors, and support the enhancement of underwriting procedures.
You will underwrite complex, high-value Life and Critical Illness insurance applications for the high-net-worth market while balancing risk assessment with profitability. Additionally, you will negotiate with reinsurers and advisors, provide technical leadership, and support the enhancement of underwriting practices.
The Regional Vice President is responsible for driving annuity sales growth by managing existing RIA relationships and developing new business within the Northeast territory. They will educate clients on products, implement sales strategies, and collaborate with the internal sales team to meet territory goals.
The Client Care Representative acts as a subject matter expert to resolve health and dental insurance inquiries for plan members and providers. They also collaborate with the fraud investigations team to identify and report suspicious claims.
The Client Care Representative acts as a brand ambassador by resolving health and dental inquiries for plan members and medical providers. They also perform investigative work to identify and report suspicious claims to the Fraud Investigations team.
The Client Care Representative acts as a subject matter expert to resolve health and dental insurance inquiries for plan members and providers. They are responsible for managing incoming calls and emails while identifying and reporting potential fraudulent claims.
The Client Care Representative acts as a brand ambassador by resolving health and dental inquiries for plan members and medical providers. They also collaborate with the Fraud Investigations team to identify and report suspicious claims.
The Client Care Representative acts as a brand ambassador by resolving health and dental inquiries for plan members and medical providers. They also collaborate with the Fraud Investigations team to identify and report suspicious claims.
The Regional Vice President will lead business development efforts across the Southeast territory by cultivating relationships with financial advisors and promoting investment products. They are responsible for territory management, training advisors on model portfolios, and driving asset growth through a disciplined sales approach.
Provide administrative and service support to the Group Sales team, focusing on the Eastern provinces. Responsibilities include processing quotes, assisting with renewals, and managing advisor and client inquiries.
Assess mortality and financial risk for individual life insurance applications while collaborating with reinsurance partners. Provide technical mentorship to junior and intermediate underwriters and lead assigned projects to support operational excellence.
The Senior Underwriter is responsible for performing risk assessments for life and critical illness insurance products while ensuring service standards are met. They will also contribute to process improvements and provide mentorship to other underwriting team members.
This senior underwriting expert role involves managing pre-sale underwriting activities, providing advanced medical and financial underwriting support directly in the field to drive UHNW growth, and acting as a trusted advisor to partners and clients. Key duties include assessing and classifying risks, supporting large life insurance deals ($5M-200M), and managing advisor expectations by proposing alternative risk solutions.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting for UHNW and Large Cases requiring legal, medical, and financial analysis, while delivering a high-touch client experience aligned with company risk philosophy. The director will also recruit, coach, and develop underwriters, fostering technical strength and strong relationship skills.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting cases for UHNW and Large Cases that require legal, medical, and financial analysis. The director will also be responsible for coaching and developing underwriters while ensuring decisions align with the company's risk philosophy and delivering a high-touch client experience.
The Director will lead the Advanced Markets Underwriting team, overseeing complex underwriting for UHNW and Large Cases involving legal, medical, and financial analysis while ensuring decisions align with the company's risk philosophy. This role also involves recruiting, coaching, and developing underwriters, and partnering with various internal departments to deliver client-focused solutions.
The director will lead the Advanced Markets Underwriting team, overseeing complex underwriting for UHNW and Large Cases involving legal, medical, and financial analysis while delivering a high-touch client experience. This role also involves recruiting, coaching, and developing underwriters, and partnering with various departments to ensure client-focused underwriting solutions.
The Director will lead the Advanced Markets Underwriting team, overseeing complex UHNW and Large Case underwriting that requires legal, medical, and financial analysis while ensuring decisions align with the company's risk philosophy. This role also involves recruiting, coaching, and developing underwriters, and partnering with various internal departments and external advisors.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting cases requiring legal, medical, and financial analysis while delivering a high-touch client experience aligned with the company's risk philosophy. The director will also be responsible for recruiting, coaching, and developing underwriting professionals to foster technical strength and critical thinking.
The Director will lead the Advanced Markets Underwriting team, overseeing complex UHNW and Large Case underwriting that requires legal, medical, and financial analysis, while delivering a high-touch experience aligned with Equitable’s risk philosophy. This role also involves recruiting, coaching, and developing underwriters, and partnering with various internal departments and external distribution channels.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting cases up to $200M that require legal, medical, and financial analysis, while ensuring decisions align with the company's risk philosophy. The director will also be responsible for recruiting, coaching, and developing a high-performing team of underwriting professionals.
This role involves leading the Advanced Markets Underwriting team, overseeing complex underwriting cases for UHNW and Large Cases that require legal, medical, and financial analysis. The director will ensure high-touch service delivery while aligning underwriting decisions with the company's pricing and risk philosophy.
