Unitas Wealth Management
Unitas Wealth Management offers customized financial solutions related to income strategies, retirement, asset and legacy planning services.
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Employee Benefits Claims Team Leader (HYBRID OR REMOTE)
at Unitas Wealth Management
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we’ve honed since 1859.
Equitable is seeking an experienced Employee Benefits Claims Team Leader, Claims Support to join our Disability and Absence Claims organization. This role will play a critical part in managing claims, fostering client relationships, and ensuring exceptional service delivery for one of our claim teams. Claims support will oversee internal team members who are designated/dedicated to specific customer groups that are high touch. We field inquiries and escalations from these customers. They work with internal partners to clarify and interpret policy information. They will be required to be customer-facing and take the lead on relationships with high profile customers.
What You’ll Be Doing
Responsibilities
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Claims Management: Oversees the end-to-end claims process for disability and/or leave of absence products. Ensures claims are processed accurately within regulatory and company guidelines.
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Liaison for Internal Partners: Collaborate closely with distribution and other internal partners to ensure client needs are met. Provide clarification on policy interpretation, assist with amendment requests and help resolve claim escalations.
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Client Relationships: Fosters strong relationships with clients to understand their needs and ensure high levels of satisfaction. Addresses and resolves any client issues or concerns promptly.
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Team Leadership: Builds and leads high-performing internal claims teams. Provide coaching, mentorship, and development opportunities for team members. Sets performance goals for the teams.
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Compliance: Ensures all claims processes comply with relevant laws and regulations. Stays current regarding updated changes in legislation and adjusts processes accordingly.
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Stakeholder Management: Collaborates with internal departments, external partners, and other key stakeholders to execute a market-leading claims management experience.
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Mentoring, Coaching and Support : This role will provide coaching and mentoring to the claims examiners as well as take referral tasks for complex items that require more tenured resources to administer ( e.g. amendments, account management related actions, systems issues)
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Performs other duties as assigned.
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Charlotte, NC; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
The base salary range for this position is $68,000 - $92,000. 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