Group Retirement Analyst

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 Inforce Support team owns all non-financial transactions and requests and reporting. Some examples include running daily reports including but not limited to reject reports for the Specialty, Disbursements and Death Claims teams. The candidate will also be responsible for ordering items such as headsets and new computers as well as renewing licenses for systems such as AdobePro. Daily/weekly/monthly tasks include:

• Running reject reports for the Inforce support, Disbursement and Death Claims teams
• Providing daily AWD reports to upper management
• Completing and providing monthly reports for the Sr. Manager to provide to upper management
• Invoicing, processing, ordering supplies
• Creating weekly reports
• Assisting with other tasks such as processing fee payments for the Inforce Support team
• Overtime may be required at times to ensure Service Level Agreements are met

The base salary range for this position is $39,000 - $54,000. 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 **

Minimum Qualifications:**

• 1+ year of customer service experience
• Working knowledge of Microsoft Excel

Preferred Qualifications:

• Ability to think creatively and challenge the status quo
• Proactive self-starter; proven ability to work independently with minimal supervision/direction
• Excellent verbal, and written communication skills
• Excellent interpersonal skills
• Strong teamwork/collaboration

Skills:

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. **

Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.

Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.

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.

Telephone-Based Customer Servicing: Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone.

Diversity, Equity and Inclusion: 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 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.

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. **

Primary Location**

UNITED STATES-NY-Syracuse **

Other Locations**

UNITED STATES-Remote **

Organization**

Equitable **

Schedule**

Full-time