If you’re detail-obsessed and you don’t mind living in the land of forms, follow-ups, and “one missing field” fixes, this role is all about keeping new applications clean, compliant, and moving forward for financial and insurance products.
About Equitable
Equitable helps clients secure their financial well-being, offering financial tools and insurance products with a long-standing mission dating back to 1859.
Schedule
- Full-time, remote
- Monday–Friday, 8:30 AM–5:00 PM
- Periodic office visits may be requested based on business needs
What You’ll Do
- Manage a personal caseload to resolve application errors/omissions within department guidelines
- Handle inbound and outbound calls, faxes, and emails with financial professionals and internal partners
- Serve as a primary point of contact for agents, brokers, and internal sources submitting new applications
- Review applications and fund transfer documents to confirm they meet regulatory standards
- Ensure client information is complete and accurate to support risk and compliance requirements at point of sale
What You Need
- College degree
- 1+ year of call center experience
- Strong listening skills and attention to detail
- Ability to communicate complex concepts clearly and simply
- Cross-functional collaboration skills
- Knowledge of insurance operations (administrative support side)
- Strong planning/organizing and relationship-building skills
- Comfort delivering customer service by phone
Benefits
- Medical, dental, vision
- 401(k) plan
- Paid time off
- Performance-based compensation opportunities (base increases, spot bonuses, short-term incentives, eligibility varies)
$48,000–$55,000 base salary range (varies by skills, experience, and location).
If you’re the kind of person who can juggle a caseload, keep your cool on the phone, and catch compliance issues before they become problems, this one’s in your lane.
Happy Hunting,
~Two Chicks…