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Employee Benefits – Quote Analyst- Remote


This is a Contract position in Charlotte, NC posted September 16, 2020.

Thank you for your interest in a position with Equitable.

• Management of quotes assigned for the o Review o Input of all required information into the quoting system for completion of proposals requested.

Develop and maintain excellent working relationships with the Sales team.

• Daily interaction with the sales team on questions, request for missing information, delivery of quotes.

• Manage all appeals and change requests while maintaining SLA.

• Referrals to Management/Underwriters, where applicable.

• Ensure SalesForce information is updated with current status / activity In support of the above functions, candidates will:
• Contribute to the team workflow processes and assist team members when needed.

• Meet expected performance metrics personally and as a team.

Minimum Qualifications: 1 Years of Group Employee Benefits Experience with familiarity of the following products: Life/AD&D, Dental, Vision, Short & Long-Term Disability Preferred Qualifications: Excellent time management skills Ability to multi-task and prioritize Detail-oriented Excellent reasoning and analytical skills based on training and personal experiences Proficient in Excel Strong verbal, written and interpersonal communication skills Ability to operate in a challenging and fast-paced team environment Possess a high level of reliability, responsibility and organization About Equitable We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day.

Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable.

Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

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) 314-6368 or email us at