Case Coordinator (REMOTE)

Equitable supports clients’ financial well-being through financial tools and insurance products. The Case Coordinator serves as the primary point of contact for financial professionals and internal partners submitting new applications. The role ensures applications and fund transfer documents meet regulatory standards and that client information is complete.

• Manage a personal caseload to resolve application errors and omissions within departmental guidelines
• Handle work items and communicate with financial professionals via inbound/outbound phone calls, faxes, and emails
• Respond professionally to inquiries from agents, brokers, and internal sources regarding financial and insurance products
• Review submitted applications and fund transfer documentation to ensure completeness and regulatory compliance

• College degree

• 1 year of call center experience

• Strong listening skills and attention to detail

• Ability to communicate complex concepts clearly and concisely

• Cross-functional collaboration skills and continuous improvement mindset

• Knowledge of insurance operations and administrative support for insurance business processes

• Planning, organizing, and methodical work management skills

• Relationship-building skills and telephone-based customer servicing capability

• Full-time schedule

• Hours: 8:30am - 5:00pm, Monday - Friday

• Remote work schedule; periodic office visits may be requested based on business needs

• Compensation includes base salary increases, spot bonuses, and short-term incentive opportunities (eligibility varies by level/function)

• Benefits for eligible employees: medical, dental, vision, 401(k), paid time off