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Supports Group Account Executives across new business proposals, quoting, renewals, client service, advisor relationships, and group benefits administration. Coordinates documentation, timelines, underwriting collaboration, presentations, reporting, CRM records, and client inquiries. The role develops expertise in pricing, underwriting, plan design, renewal strategy, and relationship management, with the goal of progressing into a Group Account Executive position.

Underwrite complex, high-value Life and Critical Illness insurance cases for high-net-worth clients. Assess medical and financial risks, negotiate solutions with reinsurers and advisors, communicate underwriting decisions, and support procedures, audits, fraud reviews, training, and technical leadership. The role requires extensive large-case underwriting expertise, strong stakeholder management, and knowledge of mortality, morbidity, reinsurance, jumbo limits, aviation, and travel risks.

Underwrite complex, high-value Life and Critical Illness insurance cases for high-net-worth clients. Assess medical and financial risks, negotiate with reinsurers and distribution partners, communicate underwriting decisions, and support procedures, audits, training, mentoring, and continuous improvement. The role provides technical leadership while balancing profitability, risk quality, market competitiveness, and concierge-level service.

Underwrite complex, high-value Life and Critical Illness insurance cases for high-net-worth clients. Assess medical, financial, legal, and compliance risks; negotiate solutions with reinsurers, MGAs, and advisors; communicate underwriting decisions; improve underwriting practices; deliver training; and provide technical leadership through audits, co-signing, fraud reviews, and Chief Underwriter backup responsibilities.

Supports Group Account Executives across new business proposals, quoting, renewals, client management, advisor relationships, and group benefits administration. Coordinates with underwriting and internal teams, prepares presentations and renewal materials, monitors timelines, analyzes claims reports, responds to inquiries, maintains CRM records, and contributes to process improvements. The role is designed to develop expertise and relationship-management skills for progression into a Group Account Executive position.

Supports enterprise data governance, data quality, and master data management programs. Responsibilities include defining governance practices, monitoring data quality, managing metadata and lineage, developing Power BI dashboards, coordinating remediation, supporting regulatory compliance, and enabling stakeholder adoption through documentation and training. The role partners across business and technology teams to improve data transparency, risk management, data literacy, and operational effectiveness.

Provides inside sales support to investment wholesalers and prospective advisors. Responsibilities include conducting sales, generating leads, building advisor relationships, promoting product knowledge through webinars, responding to product inquiries, supporting Equitable partners, and preparing status reports. The role is fully remote from a home office, with occasional travel and possible after-hours work.

Build and support mobile and web applications using React or Angular, .NET, and JavaScript. Collaborate with product owners and platform specialists in an Agile environment to develop business solutions. Analyze, investigate, and resolve production issues with minimal guidance. Apply cloud, DevOps, CI/CD, database, web service, and modernization expertise to improve application reliability and performance.

Leads underwriting risk management for life and critical illness insurance. Responsibilities include coaching underwriters, identifying and mitigating operational risks, auditing underwriting decisions, overseeing rescission and high-risk file reviews, maintaining policies and procedures, managing MIB disputes, supporting claims processes, and advising senior leaders on risk governance, compliance, and strategic initiatives.

Leads life and critical illness underwriting risk management through coaching, audits, quality monitoring, rescission and high-risk file reviews, policy governance, claims support, compliance oversight, and risk mitigation. The role analyzes emerging underwriting risks, enhances governance frameworks, manages MIB disputes, and provides expert recommendations to senior leaders and cross-functional teams.