Underwriting Operations Representative at Equitable responsible for RFP processing and internal communication. Working in hybrid role to ensure correct case setup and proposal management.
Responsibilities
Meeting the turnaround times on RFP Inventory assignments
Processing requests from distribution partners and internal stakeholders
Creating quote cards and proposals
Working with Underwriting to edit proposals
Releasing proposals to sales executives
Developing relationships with internal and external stakeholders
Requirements
Basic Understanding of Document Management
Basic Understanding of Effective Communication with internal partners
Basic Understanding of managing multiple priorities
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