Inforce Operations Customer Team Lead

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?

Inforce Operations is responsible for processing customer requests on policies or contracts. Inforce Operations is looking for a leader for the non-financial area which would have teams that support Protection Solutions, Individual Retirement and Group Retirement.

Responsibilities include, but are not limited to:

• Maintain an engaged and fulfilled workforce
• Provide coaching and mentoring to direct reports and extended team
• Ensure compliance with company standards
• Works effectively in a highly collaborative environment working closely with business partners in multiple areas such as Product Management, Legal, HR, Procurement, Technology providing thought leadership and an Operations view on enterprise initiatives
• Oversee the management team responsible for the day-to-day operations across multiple teams within Equitable Operations Sub Area
• Work with direct reports to ensure that processes and procedures are relevant and up to date with an emphasis on efficiency and adding value
• Partner with Sub Area Lead to maintain, improve, and enhance the customer experience
• Responsible for oversight and ensures compliance to multiple SOX, OSJ and SEC processes
• Ensures adherence to budget targets

The base salary range for this position is $106,000-$154,000. 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.

Equitable Pay and Benefits: Equitable Total Rewards Program

• Bachelor’s Degree preferred
• 7+ years Operations Management experience required
• FINRA 6 and 26 or ability to obtain within 6 months required
• Ability to communicate effectively to all levels and cultivate working relationships within the organization

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.

Customer Support Function: Knowledge of the major responsibilities, accountabilities, and overall organization of the customer support function or department; ability to properly support customer inquiries and bring problems to a timely resolution.

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.

Process Improvement: 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.

Regulatory Environment - Financial Services: Knowledge of regulatory environment; ability to help an organization comply with regulations at the federal, state and local level and follow the organization-specific policies and guidelines, affecting business practices.

Results Orientation: 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.

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.

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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.

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