Case Coordinator (REMOTE)

About the job

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Case Coordinator (REMOTE) ( 2600002C )

Primary Location : UNITED STATES-Remote

Organization : Equitable

Schedule : Full-time

About The Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

As a Case Coordinator, you are the primary point of contact to financial professionals and internal/ wholesalers who submit new applications on behalf of clients purchasing financial products. This role is responsible for ensuring applications and fund transfer documents meet all regulatory standards and client information is full and complete. We provide valuable financial tools and insurance products for our clients. In doing so, we want to ensure our risk assumptions and regulatory requirements are fully addressed at point of sale.

What You'll Be Doing

• Effectively manage personal caseload to resolve errors/omissions within departmental guidelines
• Handle both work items, outbound and inbound telephone calls, faxes, and emails to/from Financial Professionals
• Professionally manage incoming inquiries from agents, brokers and internal sources concerning financial and insurance products

Hours: 8:30am - 5:00pm, Monday - Friday

Remote – This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours. Periodic office visits may be requested based on business needs.

The base salary range for this position is $48,000 - $55,000. 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 (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)

What You'll Bring

• College degree
• 1 years of call center experience
• Listening skills
• Attention to detail