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

• Gathering and analyzing data to prepare and distribute existing plan annual reviews

• Has expert level knowledge of plans which allows the candidate to identify anomalies in data to better prepare and present reviews and proposals

• Applies problem solving techniques to present optimum analysis and proposed changes to plans

• Runs in-force illustrations and alternate proposals to provide projections for insureds to make informed decisions regarding their policies

• Ability to learn new product characteristics to apply and adjust parameters of the typical review process

• Understands CES products and software in creating case studies, including capacity analysis.

• Developing financial models using excel and carrier software

• Embraces learning carrier software and product characteristics

• Accurately enters data and proactively addresses errors prior to distributing materials

• Answers questions from Advisors regarding materials prepared to positively impact retention

• Understands the importance of the work in completing and maintaining the sale

• Communicates complex concepts with ease to individuals with all levels of understanding of our product offerings.

• Handles multiple priorities with large volumes of work and associated deadlines

• Effortlessly uses Excel and other MS office tools

• Execute the CES LIPQ system as well as SERP Builder tools for maximizing efficiency and effectiveness in building plans.

• Understands the importance of concierge level service and the treatment philosophy toward CES advisors.

• Ad hoc projects related to multi life and LIP marketing and design

• Manages compliance approvals for marketing materials used in sales process

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