Case Coordinator

  • Full Time
  • Anywhere
  • Posted 3 weeks ago

Job Description


Case Coordinator (Remote) (220000OV)

Primary Location: UNITED STATES-NC-Charlotte
Other Locations: UNITED STATES
Organization: Equitable
Schedule: Full-time


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?

A Case Coordinator, you are the primary point of contact to financial professionals, internal wholesalers and external wholesalers tied to business submitted with NIGO issues and responsible for resolving application and transfer document errors and omissions.

Location: Secaucus, NJ or US (100% remote)

Hours: 8:30 am-5:00 pm, Monday-Friday

Requirements to include, but not limited to:

  • 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 Case Coordinator telephone inquiries from agents, brokers and internal sources concerning RSS products and services
  • Complete successful completion of other projects and tasks as assigned

The base salary range for this position is $45,000 – 66,000. 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


Core Competencies to be successful in this role:

  • 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.
  • Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
  • Knowledge of Insurance Operations: Knowledge of the full spectrum of activities, practices, tools and considerations for insurance operations; ability to apply knowledge of insurance operations to provide administrative support to the insurance business.
  • Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
  • Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
  • Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others’ concerns and contributions.
  • 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.

Additional Qualifications:

  • Degree preferred/or equivalent Customer Service experience
  • Call Center experience welcome
  • Solid Listener
  • Attention to detail
  • Communication skills
  • Collaborative/Resourceful/Self-Starter
  • Team player
  • Strong interpersonal skills


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