Life Insurance Operations Analyst: Data & Modeling

Equitable; Springfield (IL); On-site; USD 58,000 - 60,000; Full time

Job summary

Equitable in Springfield, IL seeks a Business Analyst-Life associate to analyze data for plan reviews, develop financial models, and support advisor materials. You will identify anomalies, apply problem-solving techniques, and learn carrier software to enhance review processes.

The role emphasizes clear communication of complex concepts, handling multiple priorities, and delivering accurate materials during core hours in our in-office setting.

Qualifications

• Bachelor's degree required in a relevant field.
• 1+ year in analytical roles.
• Strong math and Excel/MS Office proficiency.
• Analytical background with data-driven mindset.

Responsibilities

• Gather, analyze data for existing plan annual reviews.
• Identify data anomalies to improve reviews and proposals.
• Develop financial models using Excel and carrier software.
• Execute CES LIPQ and SERP Builder for plan optimization.
• Ensure accuracy and address data errors before distribution.
• Explain complex concepts clearly to Advisors.

Skills

Analytical skills

Excel

MS Office

Data analysis

Communication skills

Education

Bachelor's Degree

Tools

CES LIPQ system

SERP Builder tools

Job description

Equitable in Springfield, IL seeks a Business Analyst-Life associate to analyze data for plan reviews, develop financial models, and support advisor materials. You will identify anomalies, apply problem-solving techniques, and learn carrier software to enhance review processes.

The role emphasizes clear communication of complex concepts, handling multiple priorities, and delivering accurate materials during core hours in our in-office setting.