Individual Retirement GMIB Exercise Associate

Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The purpose of the role is to oversee all aspects of GMIB exercise processing on the Individual Retirement annuity book of business.

Responsibilities include but not limited to:

• Process client annuitization requests
• Extensive knowledge of the annuity products and different administrative systems, as well as conducting quality control
• Work within the GMIB exercise processing team to ensure work queues are within SLA
• Be a subject matter expert that other departments within Individual Retirement, such as Customer Service, can reach out to with any questions

The base salary range for this position is $45,000 – 66,000. 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.

Equitable Pay and Benefits: Equitable Total Rewards Program

This is a 100% remote role

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Qualifications

• College degree preferred
• 2+ years of IR, Annuities, Insurance or Financial Service industry experience
• Ability to multi-task and be able to navigate multiple administrative systems
• Strong organization and time-management skills
• Ability to demonstrate flexibility in a fast-paced environment of changing priorities/demanding circumstances
• Strong technical aptitude and customer service acumen
• Proven analytical and innovative problem-solving skills
• Ability to research and effectively utilize available knowledge/ product resources to correctly process transactions
• Demonstrates ownership/accountability and strong results-orientation
• Must be able to learn, retain, and follow a large amount of detailed instructions within a short period of time
• Reliable; ability to meet attendance and punctuality standards
• Strong work ethic, demonstrates commitment, dedication, highly engaged and involved in the job
• Proactive self-starter; proven ability to work independently as well as collaborate with the team

Skills

Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.

Customer Support Systems: Knowledge of principles and techniques used in customer support and ability to use applications, hardware, software, networking, and the applications environment used for customer support.

Customer Support: Trends and Directions: Knowledge of the marketplace and new developments in customer support; ability to predict trends related to the Customer Call Center or Support function.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.