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?
Job Responsibilities include but are not limited to:
* Develop, coach and mentor Life Underwriters
* Review Life Underwriter Quality Assurance results, identify any coaching opportunities, and update/maintain training tracking tool
* Coordinate with Trainer on any Training Plans and conduct training as needed
* Collaborate as needed with Manager, Medical Directors, Trainer, Financial Due Diligence, or Audit Team
* Manage Referrals/2nd Reviews within expected timeframes characterized by sound underwriting assessments
* Provide clear, concise documentation and communication of consultations and decisions
* When applicable, may assist with underwriting production
* Meet individual team member targeted training and development goals
* Coach Underwriters on best verbal and written communications
* Conduct field force training sessions as needed
* Attend customer conferences/meetings and present and/or facilitate customer engagements as needed
* Participate in industry educational opportunities and Equitable specific courses
* Participate as needed in any special projects; to include organizational assessments, process improvement, IT integration, or other strategic initiatives; develop actions plans and execute successfully within agreed upon delivery dates.
Qualifications
Skills required to ensure your success include:
Risk Analysis and Selection: Knowledge of risk analysis and selection; ability to utilize tools and techniques to analyze potential risk exposures and determine coverage.
Insurance Legal and Regulatory Environment: Knowledge of federal, state, and local laws and regulations; ability to comply with these laws and regulations in insurance industry practices and activities.
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Coaching Others: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.
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.
Collaborating: Knowledge of collaborative techniques; ability to work with a variety of individuals and groups in a constructive and collaborative manner.
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.
Other Qualifications:
* 10+ years current life underwriting experience with excellent job performance and industry related education success.
* Current Authority limit $10,000,000+ or demonstrated experience/ability to achieve
* Life experience to include 65+ and Large Case Experience a plus and/or demonstrated ability to assess large complex cases both medically and financially.
* Life underwriting knowledge: medical terminology, medicine, medical science and symptomology, non-medical and financial risk selection methodologies, MIB, legal and regulatory limitations, contractual provisions, products, morbidity and mortality, underwriting guidelines, manuals, and operating system. Proficient in all Underwriting Systems, UW Websites, and Manuals. Strong background in impaired risk and financial underwriting.
* EKG Certification - a Plus
* Bachelor's Degree plus earned a FALU and FLMI- Preferred
* Participating on a local Underwriting Association Board or other industry related function, industry related presentations, meeting facilitation - Preferred
ABOUT EQUITABLE
At Equitable, we're a team of over ten thousand strong; 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 (212) 314-2211 or email us at TalentAcquisition@equitable.com.
