Resolution Analyst - Charlotte, United States - Equitable Advisors LLC
Description
Job Description - Resolution Analyst R)Primary Location
Primary Location
:
UNITED STATES-NC-Charlotte
Other Locations
Organization
Organization
:
Equitable
Schedule
Schedule
:
Full-time
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?
As a Resolution Analyst, you will be responsible for reviewing, researching, and responding to written communications from internal departments, policy holders, financial professionals, third parties, and insurance departments in accordance with product and regulatory guidelines, legal requirements, and approved authority limits.
Case work involves a wide range of product and procedural knowledge to include but not limited to general policy provisions, explanation of system generated correspondence, basic requests for service, general industry rules, and escalated/complex transactions.
Daily communication with policyholders, financial professionals, various internal depts., and management regarding remediation plans, sensitive casework, trends, and system's issues.
Support all business areas with product/policy maintenance and developing sound remediation plans to be presented to clients . Works closely with our Complex Processing Team to gain understanding of the systems and to implement resolutions. Requires adherence to established service levels with regards to timeliness of case handling and quality of work. This role will primarily serve as liaison for EQH Novation.The base salary range for this position is $46,000 - $67,000. 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.
1+ year of experience handling escalations, complex service issues, and familiarity with processing.
Knowledge of all Individual Retirement products with profound understanding of the Accumulator product line. Ability to efficiently navigate administrative systems (ie. VTG, cSA, AWD & WMA.)
Excellent communication skills both written and verbal. Proficient PC skills including Word, Excel and PowerPoint.
Proactive self-starter; resolves casework in a timely manner knowing when to appropriately escalate.
Strong technical aptitude and customer service acumen. Has a desire to coach and mentor others.
Ability to research and effectively utilize available knowledge/ product resources to draw conclusions and resolve complex service issues.
Reliable; ability to meet attendance and punctuality standards.
Strong work ethic, demonstrates commitment, dedication, highly engaged and involved in the job.
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.
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.
Understanding and insight into evaluating current product quality and production methods and ability to maintains focus on the continuous improvement of processes, products and services.
Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.
Strategic Thinking:
Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.
Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
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 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.
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 or email us at .