This position is no longer available
Charlotte or United States Hybrid USD 73,000 – 105,000 / year

Equitable was looking for an Underwriter

Equitable is looking for a Sr. Employee Benefits Underwriter to join our team. In this role, you will be responsible for risk assessment and decision-making on new business opportunities, working closely with our Distribution team to sell new business and maintain existing business while keeping the Company’s financial objectives in mind.

What You'll Do

  • Conduct risk assessment and make decisions on new business opportunities.
  • Collaborate closely with the Distribution team to sell new business and grow existing business.
  • Partner with other departments and vendor partners on underwriting-related issues and best practices.
  • Utilize Equitable’s quoting platform and other rating tools to develop manual and experience rates.
  • Execute to key KPIs, including pricing strategy targets, sales targets, persistency, and TaT performance.

What We're Looking For

  • 5+ years of Group Employee Benefits Underwriting experience.
  • Required experience with Life, STD, LTD, Dental, Vision, Accident, Critical Illness, Hospital Indemnity, or VB products.
  • Bachelor’s degree or equivalent relevant hands-on work experience.
  • Proficient with Microsoft Excel, Word, and Outlook.
  • Established Customer Service skills and experience.
  • Proven ability to negotiate.
  • A solid work ethic, adaptability, a willingness to learn, and the ability to apply business knowledge.

Technical Stack

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Equitable’s quoting platform and other rating tools

Team & Environment

You will work closely with the Distribution team and collaborate with other departments and vendor partners.

Benefits & Compensation

  • Compensation range: $73,000 - $105,000
  • Medical, dental, and vision insurance
  • 401(k) plan
  • Paid time off
  • Base salary increases
  • Spot bonuses
  • Short-term incentive compensation opportunities

Work Mode

This is a hybrid position based in Charlotte, NC or New York, NY.

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.

Required Skills
Microsoft ExcelCustomer service
About company
Equitable
Helps clients secure their financial well-being so they can pursue long and fulfilling lives - a mission honed since 1859.
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Job Details
Department Finance and Accounting
Category other
Posted 3 months ago