Life Insurance Operations Analyst — Data & Policy Insights

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

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company match

Paid time off

Job summary

Equitable is seeking an Operations Analyst, Life Insurance in Springfield, IL, to support annual policy reviews, client materials, and illustrations using carrier software and CES systems. You will analyze data, ensure accuracy, and help advisors discuss options with clients, while building financial models in Excel and maintaining documents.

The role emphasizes learning life insurance product features, following procedures, and delivering high-quality, concierge-level service within standard

Qualifications

• Bachelor's degree in Business, Finance, Insurance, or related field, or equivalent work experience.
• 1+ years of experience in an analytical, insurance, financial services, sales support, or related role.
• Strong analytical and problem-solving skills with the ability to interpret complex data and identify anomalies.
• Advanced proficiency in Microsoft Excel, including financial modeling, data analysis, and reporting.
• Demonstrated ability to learn and apply complex insurance product features, carrier software, and internal systems.
• Strong mathematical aptitude and attention to detail with a commitment to accuracy.
• Exceptional organizational skills with the ability to manage multiple priorities, large work volumes, and competing deadlines.
• Excellent verbal and written communication skills, with the ability to explain complex concepts to diverse audiences.
• Strong customer service orientation and commitment to delivering a concierge-level experience.
• Ability to work independently while collaborating effectively with advisors, partners, and cross-functional teams.

Responsibilities

• Gather information and compile data needed to prepare annual policy reviews and client materials.
• Review reports and plan information for accuracy and identify potential data discrepancies for further review.
• Support the preparation of policy reviews, illustrations, and comparison materials for advisors and clients.
• Run in-force illustrations and alternative scenarios using carrier software based on established processes and guidelines.
• Assist in analyzing policy performance and preparing supporting materials that help advisors discuss options with clients.
• Learn and apply product features, carrier guidelines, and company procedures when preparing case designs and reviews.
• Utilize CES products, systems, and software to create case studies and perform basic capacity analyses.
• Build and maintain financial models, spreadsheets, and reports using Excel and carrier software.
• Enter client and policy data accurately into internal systems and proactively correct errors when identified.
• Respond to advisor questions regarding prepared materials and provide timely support throughout the review process.
• Support retention and client service efforts by delivering accurate and timely case design materials.
• Communicate plan concepts and product information clearly to advisors and internal business partners.
• Manage multiple assignments simultaneously while meeting established deadlines and service expectations.
• Use Microsoft Excel, Word, PowerPoint, and other business applications to prepare reports and presentations.
• Develop proficiency in CES systems, including LIPQ and SERP Builder, to improve efficiency and accuracy.
• Provide high-quality service and maintain a positive advisor experience consistent with CES service standards.
• Assist with marketing and case design projects related to life insurance and multi-life opportunities.
• Coordinate and track compliance review and approval processes for marketing materials used in the sales process.
• Maintain organized electronic files and documentation in accordance with company procedures and compliance requirements.

Skills

Attention to detail

Time management

Analytical thinking

Verbal and written communication

Problem solving

Learning mindset

Education

Bachelor's degree in Business, Finance, Insurance, or related field

Equivalent work experience

Tools

CES systems

LIPQ

SERP Builder

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Carrier software

Job description

Equitable is seeking an Operations Analyst, Life Insurance in Springfield, IL, to support annual policy reviews, client materials, and illustrations using carrier software and CES systems. You will analyze data, ensure accuracy, and help advisors discuss options with clients, while building financial models in Excel and maintaining documents.

The role emphasizes learning life insurance product features, following procedures, and delivering high-quality, concierge-level service within standard