Reinstatement Analyst

Equitable; United States; Remote; USD 45,000 - 51,000; Full time

Job summary

Equitable is seeking a Reinstatement Analyst to process reinstatement inquiries and manage cases effectively. The role requires 3+ years of customer service experience, strong analytical skills, and the ability to manage multiple priorities. Join a team committed to financial well-being and community impact.

Benefits

Medical, dental, vision insurance

401(k) plan

Paid time off

Qualifications

• 3+ years customer service or transaction processing experience.

Responsibilities

• Determine requirements based on defined guidelines and create correspondence.
• Review and address suspense items in a timely manner.
• Handle customer/advisor inquiries and transactions.

Skills

Analytical Thinking

Managing Multiple Priorities

Problem Solving

Job description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Reinstatement team processes both inquires for reinstatement requirements as well as the process to reinstate policies.

Responsibilities of the Reinstatement Analyst include:

• Determine requirements based on defined guidelines, create clear and concise correspondence, as well as ensuring policies have updated accordingly in all applicable systems
• Properly review and address suspense items in a timely manner consistent with procedures and defined expectations.
• Responsible for proper case documentation for each case
• Handle customer/advisor inquiries and transactions within defined time and quality standards
• Perform transactions, be able to independently research and resolve customer inquiries
• With guidance, may handle complex and sensitive casework

The base salary range for this position is $45,000 - $51,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

Required Qualifications:

• 3+ years customer service or transaction processing experience

Preferred Qualifications:

• Knowledge of product features and transaction processing
• Proactive self-starter; proven ability to work independently with minimal supervision/direction
• Excellent verbal, and written communication skills
• Excellent interpersonal skills
• Teamwork/collaboration skills
• Customer service acumen
• Acts in compliance with regulatory agency (FINRA, SEC, State Insurance Department) guidelines

Skills:

Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.


ABOUT EQUITABLE

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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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 [phone] or email us at [e-mail].