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.
Our Service Center is currently seeking talented individuals to join our team. The Customer Service Representative (CSR) position handles various types of incoming inquiries, via telephone from clients, regarding insurance products including products impacted by the financial markets. CSRs will be expected to learn and execute multiple processes/procedures and services, with collaboration from Floor Support when assistance is needed. Qualified individual must have the ability to multi-task and be able to navigate multiple administrative systems, including but not limited to; Windows, product specific legacy/updating systems, internet/intranet, image and workflow system, etc., and perform basic calculations using on-line tools.
What You'll Be Doing:
- Answer an average of 45-55 inbound calls per day, ranging from simple requests to market sensitive complex inquiries from Clients and Financial Professionals
- Deliver exceptional customer service while adhering to Attendance guidelines, Quality, Productivity, Availability, ACW, and Adherence goals established by the department.
- This position requires active participation and successful completion of customer service training and other training to remain current with operational policies, new products and procedures.
Work Hours: Shifts can vary Monday through Thursday between 8:30 AM – 7 PM and Friday 8:30 AM – 5:30 PM. Work schedule will be determined periodically and may fluctuate daily within the hours of operation.
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 for this position is $45,760. 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
%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:18px;%22%3E%3Cstrong%3EWhat You%27ll Bring:%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ERequired Qualifications%3C/span%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EHigh School Diploma%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E1+ years of customer service experience with superior customer service skills%3C/span%3E%3C/li%3E%3C/ul%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EPreferred Qualifications%3C/span%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ECollege degree%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EA strong commitment to our customers. %26nbsp;Prior customer service experience with superior customer service skills.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EKnowledge of Death Claim Retirement and Life Insurance products with an understanding of the financial market.%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAbility to work alone and with a team in a highly structured environment%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAbility to research and effectively utilize available knowledge/ product resources%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EExcellent interpersonal and communication skills, ability to provide appropriate and understandable responses to resolve customer inquiries via the phone, by utilizing research and analytical skills%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAbility to learn and retain a large amount of detailed information within a short period of time%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAbility to multitask and use multiple systems simultaneously%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EStrong work ethic, demonstrates commitment, dedication, highly engaged and involved in the job%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EHigh degree of professionalism; inclusive and collaborative work style%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EExceptional quality and service focus; highly productive and performance-driven%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EFlexible/Adaptable – ability to work effectively in a variety of situations and respond to change in a positive manner%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ESuccessfully manage a heavy call volume and sedentary nature of job. Required to sit at a workstation while on the telephone for 90%of the working day%3C/span%3E%3C/li%3E%3Cli%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EReliable; ability to meet attendance and punctuality standards%3C/span%3E%3C/li%3E%3C/ul%3E%3Cp%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3ESkills%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3ECommunicating Complex Concepts:%3C/strong%3E%26nbsp;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.%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EKnowledge of Product Line%3C/strong%3E:%26nbsp;Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EListening:%26nbsp;%3C/strong%3EKnowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EManaging Multiple Priorities%3C/strong%3E:%26nbsp;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.%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EProblem Solving:%3C/strong%3E%26nbsp;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.%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3ETelephone-Based Customer Servicing%3C/strong%3E:%26nbsp;Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone.%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cstrong%3EAbout Equitable%3C/strong%3E%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EAt Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.%3C/span%3E%3C/p%3E%3Cp%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EWe 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.%26nbsp;%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EWe 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.%26nbsp;%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EWe are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. %26nbsp;Click %3C/span%3E%3Ca class=%22Hyperlink SCXW181250218 BCX8%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;background-color:rgb(255, 255, 255);box-sizing:border-box;color:inherit;cursor:text;font-family:%26quot;Segoe UI%26quot;, %26quot;Segoe UI Web%26quot;, Arial, Verdana, sans-serif;font-size:12px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;margin:0px;orphans:2;padding:0px;text-align:left;text-decoration:none;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;%22 href=%22https://nam11.safelinks.protection.outlook.com/?url=https://equitable.com/careers-at-equitable%26amp;data=05|02|
[email protected]|494f00e80c794ba8bd3708de51f27594|0ed45188c60545118b803a5831be1abc|0|0|639038298990637645|Unknown|TWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ==|0|||%26amp;sdata=+Ess4Br6w/j5ydEtqhj0rgkZL/+V6ZLB+dX5T6F2pmk=%26amp;reserved=0%22 target=%22_blank%22 rel=%22noreferrer noopener%22%3E%3Cspan style=%22color:blue;font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun Underlined SCXW181250218 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-user-drag:none;box-sizing:border-box;font-variant-ligatures:none !important;line-height:17.2667px;margin:0px;padding:0px;user-select:text;%22 data-contrast=%22none%22 xml_lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-charstyle=%22Hyperlink%22%3E%3Cu style=%22box-sizing:border-box;%22%3ECareers at Equitable%3C/u%3E%3C/span%3E%3C/span%3E%3C/a%3E%3Cspan style=%22background-color:rgb(255,255,255);color:rgb(0,0,0);font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E%3Cspan class=%22TextRun SCXW181250218 BCX8 NormalTextRun%22 style=%22-webkit-tap-highlight-color:transparent;-webkit-text-stroke-width:0px;-webkit-user-drag:none;box-sizing:border-box;font-style:normal;font-variant-caps:normal;font-variant-ligatures:none !important;font-weight:400;letter-spacing:normal;line-height:17.2667px;margin:0px;orphans:2;padding:0px;text-align:left;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;user-select:text;white-space:normal;widows:2;word-spacing:0px;%22 data-contrast=%22auto%22 xml_lang=%22EN-US%22 lang=%22EN-US%22 data-ccp-parastyle=%22No Spacing%22%3E %3C/span%3E%3C/span%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3Eto learn more.%26nbsp;%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3E**********%26nbsp;%3C/span%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EEquitable 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.%26nbsp;%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3ENOTE: Equitable participates in the E-Verify program.%26nbsp;%3C/span%3E%3Cbr%3E%3Cbr%3E%3Cspan style=%22font-family:Arial, Helvetica, sans-serif;font-size:16px;%22%3EIf 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 %3C/span%3E%3Ca style=%22-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);box-sizing:border-box;color:rgb(53, 53, 53);font-family:arial, Metric, arial, verdana, sans-serif;font-size:15px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:start;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;%22 href=%22mailto:
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