The Head of Claims will own the operational strategy and execution for the Employee Benefits claims organization, focusing on efficiency and regulatory compliance. This includes leading the design of a new claims organization and overseeing the deployment of supporting technology and processes.
Equitable
38 Remote Job Openings at Equitable
Oversee broker-dealer operations by reviewing new business submissions, financial plans, and third-party vendor outputs to ensure regulatory compliance. Provide supervisory guidance to advisors and manage risk through the enforcement of Written Supervisory Procedures.
Provide high-quality service and support to customers and advisors by resolving group insurance inquiries and complex cross-functional issues. Handle non-complex plan amendments and support national regions to balance workloads and improve processes.
Provide high-quality service and problem-solving support to plan administrators, members, and advisors regarding group insurance inquiries. Handle non-complex plan amendments and resolve escalated cross-functional issues while adhering to quality standards.
Team Lead, Platinum Retirement Plan Account Management (HYBRID or REMOTE)
Equitable
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Full Time
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6 days ago
Equitable
Lead and develop the Platinum Retirement Plan Account Management function to retain and grow plan sponsor and advisor relationships. Set strategic direction, manage workforce capacity, and serve as the senior escalation point for complex client issues.
Advisor Assist Financial Professional (HYBRID OR REMOTE)
Equitable
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Full Time
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6 days ago
Equitable
Provide operational and licensed client service support to Financial Advisors by managing new business applications and account maintenance. Focus on enhancing advisor capacity through efficient workflow management and high-quality client communication.
Client Care Representative, Individual Wealth (Bilingual - French and English)
Equitable
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Full Time
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8 days ago
Equitable
Act as a brand ambassador providing excellent service to internal and external clients, advisors, and regional offices. Resolve client inquiries and collaborate with other departments to provide subject matter expertise without upselling.
Client Care Representative, Individual Wealth (Bilingual - French and English)
Equitable
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Full Time
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8 days ago
Equitable
Act as a brand ambassador providing excellent service to internal and external clients, advisors, and regional offices. Resolve client inquiries and problems while collaborating with other departments to ensure positive outcomes.
Advanced Markets, Case Management (Bilingual - English/French)
Equitable
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Full Time
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15 days ago
Equitable
Manage complex, high-value life insurance cases for High-Net-Worth advisors from application to placement. Act as a strategic liaison between external partners and internal underwriting, risk, and legal teams to ensure timely policy issuance.
Advanced Markets, Case Management (Bilingual - English/French)
Equitable
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Full Time
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15 days ago
Equitable
Manage complex, high-value life insurance cases for High-Net-Worth advisors from application to placement. Act as a strategic liaison between external partners and internal underwriting, risk, and legal teams to ensure timely policy issuance.
Advanced Markets, Case Management (Bilingual - English/French)
Equitable
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Full Time
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15 days ago
Equitable
Manage complex, high-value life insurance cases for High-Net-Worth advisors from application to placement. Act as a strategic liaison between external partners and internal underwriting, risk, and legal teams to ensure timely policy issuance.
Advanced Markets, Case Management (Bilingual - English/Mandarin)
Equitable
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Full Time
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15 days ago
Equitable
Manage complex, high-value life insurance cases for High-Net-Worth advisors from application to placement. Act as a strategic liaison between external partners and internal underwriting, risk, and legal teams to ensure timely policy issuance.
Control Testing Director, Financial Controls Office (HYBRID or REMOTE)
Equitable
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Full Time
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18 days ago
Equitable
Lead the planning, execution, and reporting of the Internal Controls over Financial Reporting (ICFR) testing program. Manage a global team to ensure alignment with regulatory standards and coordinate with external auditors for testing reliance.
Manage complex, high-value life insurance cases for High-Net-Worth advisors from application to placement. Act as a strategic partner and liaison between external advisors and internal underwriting, risk, and legal teams.
Manage complex, high-value life insurance cases for High-Net-Worth advisors from application to placement. Act as a strategic partner and liaison between external partners and internal underwriting, risk, and legal teams.
Employee Benefits Claims Team Leader (HYBRID OR REMOTE)
Equitable
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Full Time
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21 days ago
Equitable
Oversees the end-to-end claims process for disability and leave of absence products while managing high-touch client relationships. Leads and coaches a team of claims examiners to ensure accuracy, compliance, and exceptional service delivery.
Transition Manager – Experienced Hire Integration Team (HYBRID OR REMOTE)
Equitable
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Full Time
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a month ago
Equitable
The Transition Manager supports the integration of financial advisors into Equitable Advisors by developing tailored transition strategies and managing the end-to-end onboarding process. This includes coordinating project timelines, mapping books of business, and providing training to advisors and branch staff.
Employee Benefits Sales Executive, St. Louis MO (REMOTE+TRAVEL)
Equitable
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Full Time
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a month ago
Equitable
Develop and maintain strategic relationships with brokerage firms and employers to promote Group and Voluntary Benefit solutions. Generate proposals and meet premium sales goals for clients with 20-500+ lives within the Missouri territory.
Manage partner relationships and the end-to-end account experience for producers and clients in the Northeast territory. Oversee the renewal process, secure additional coverage lines, and collaborate with internal teams to solve escalated issues.
Sales Executive, Group and Voluntary Benefits, NorCal (TRAVEL+REMOTE)
Equitable
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Full Time
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2 months ago
Equitable
Develop and maintain strategic relationships with brokers and employers to promote Group and Voluntary Benefit solutions. Manage territory sales activities, including prospecting, proposal generation, and meeting annual premium targets.
Sales Executive, Group and Voluntary Benefits, SoCal (REMOTE+TRAVEL)
Equitable
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Full Time
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2 months ago
Equitable
Develop and maintain strategic relationships with brokers and employers to promote Group and Voluntary Benefit solutions. Meet or exceed activity and sales goals while providing consultative analysis and proposals for various insurance products.
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.
The Market Support Representative will establish and maintain professional relationships with brokers and customers, collaborating internally to meet expectations and provide value-added solutions impacting new business sales and persistency. This role involves managing service requests, ensuring timely renewal delivery, assisting with pipeline management in Salesforce, and supporting the proposal process from RFP review through underwriting partnership.
Sales Executive, Group and Voluntary Benefits WA & OR (REMOTE+TRAVEL)
Equitable
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Full Time
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3 months ago
Equitable
The Sales Executive will develop and maintain strategic business relationships with brokerage firms, GAs, and PEOs while meeting or exceeding activity goals related to meetings, quotes, and annual premium sales. Responsibilities include generating proposals for various Group Life, Dental, Disability, Vision, Critical Illness, Accident, Hospital Indemnity, and State Paid Family Medical Leave products for clients in the 20-500+ lives market.
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 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 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.
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 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.
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.
The Sales Executive will be responsible for driving prospect activity and sales in the Utah and Colorado market by developing strategic business relationships with brokerage firms and consulting houses. This includes generating proposals for various group insurance products and meeting or exceeding annual premium sales goals.
The role involves cultivating and expanding a client network while educating clients on financial products and services tailored to their needs. Additionally, it includes analyzing client data and ensuring confidentiality in service implementation.
Financial Professional - Retirement Benefits Group - CA, Los Angeles (5221)
Equitable
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Full Time
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5 months ago
Equitable
The role involves cultivating and expanding a client network while educating clients on financial products tailored to their needs. Additionally, it includes analyzing client data and implementing appropriate financial solutions.
