Employee Benefits EOI Specialist (Project Management)
• Administer the processing of the medical evidence form including file set up, scrub, request missing information and track applications
• Collaborate closely with Equitable's Underwriting team to distribute requests and process final decisions
• Responsible for the daily production of employer reports and notification letters
• Learn production of enrollment materials for back up purposes
• Update and maintain records in Equitable's administrative system
• Scan and electronically file insurance documentation
• Respond to inquiries about the status of Medical Underwriting submissions, in email and on the phone
In support of the above functions, candidates will:
• Contribute to definition of processes and documentation of written procedures.
• Meet service level agreements and support reporting on key performance metrics.
• Demonstrate expertise leveraging technology tools and platforms to conduct day to day job responsibilities
• Special projects as assigned
• Support other areas during heavy volumes including customer service phones/emailsMinimum Qualifications:
• 3 years' experience in the Group Benefits space with familiarity of the following products - Life/AD&D, Dental, Vision, Short & Long Term Disability, Critical Illness and Accident
• 3 years' of Customer Service and Relationship Management experience with demonstrated proficiency in responding to customer requests, problem solving, processing administrative transactions and case management
Preferred Qualifications:
• Experience handling confidential and sensitive business matters and information with discretion.
• Demonstrates proficiency with leveraging technology to optimize Customer Service capabilities
• Strong written/verbal communication skills
• Ability to operate in a challenging and fast-paced team environment.
• Possess a high level of reliability, responsibility and organization
• Spanish speaking preferred
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) 314-2195 or email us at TalentAcquisition@equitable.com.