Operations Analyst, Life Insurance

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

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

** What You Will Be Doing**

• Gather information and compile data needed to prepare annual policy reviews and client materials.
• Review reports and plan information for accuracy and identify potential data discrepancies for further review.
• Support the preparation of policy reviews, illustrations, and comparison materials for advisors and clients.
• Run in-force illustrations and alternative scenarios using carrier software based on established processes and guidelines.
• Assist in analyzing policy performance and preparing supporting materials that help advisors discuss options with clients.
• Learn and apply product features, carrier guidelines, and company procedures when preparing case designs and reviews.
• Utilize CES products, systems, and software to create case studies and perform basic capacity analyses.
• Build and maintain financial models, spreadsheets, and reports using Excel and carrier software.
• Enter client and policy data accurately into internal systems and proactively correct errors when identified.
• Respond to advisor questions regarding prepared materials and provide timely support throughout the review process.
• Support retention and client service efforts by delivering accurate and timely case design materials.
• Communicate plan concepts and product information clearly to advisors and internal business partners.
• Manage multiple assignments simultaneously while meeting established deadlines and service expectations.
• Use Microsoft Excel, Word, PowerPoint, and other business applications to prepare reports and presentations.
• Develop proficiency in CES systems, including LIPQ and SERP Builder, to improve efficiency and accuracy.
• Provide high-quality service and maintain a positive advisor experience consistent with CES service standards.
• Assist with marketing and case design projects related to life insurance and multi-life opportunities.
• Coordinate and track compliance review and approval processes for marketing materials used in the sales process.
• Maintain organized electronic files and documentation in accordance with company procedures and compliance requirements.
• Participate in ongoing training to enhance knowledge of products, software applications, and internal processes.

Characteristics of the Role

• Detail-oriented with a strong focus on accuracy and quality.
• Willingness to learn life insurance products, carrier systems, and case design processes.
• Strong organizational and time management skills.
• Ability to follow established procedures while identifying and escalating concerns when appropriate.
• Effective written and verbal communication skills.
• Team-oriented approach with a commitment to supporting advisors and internal partners.

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, 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