Equitable
This role focuses on analyzing and setting up group benefit plans in BMS for new and existing clients, ensuring accuracy and alignment with plan requirements. The position involves creating and maintaining all plan documentation, including Plan Sponsor contracts and Plan Member booklets, while supporting process documentation development. The specialist will also handle system setup, plan changes, and initial entry into the Telus system to support accurate claims payment.
Equitable is a U.S. financial services company that provides life insurance, annuities, retirement solutions, and workplace benefits for individuals, employers, and financial professionals. It distributes products and advisory services through a network of financial professionals and digital channels, offering planning tools, account support, and resources for retirement readiness. Equitable emphasizes long-term financial security by combining insurance protection, investment solutions, and personalized guidance, reflecting its legacy of helping people look forward with courage, strength, and wisdom.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Equitable.
Equitable didn’t post a salary, so this is our estimate from similar listings.
Group Benefits Specialist
Effortless Admin Inc
Benefits Administrator
Mississippi Valley State University
Employee Benefits Account Executive
Hub International
Benefits Consultant - Westland Benefits
Westland Insurance Group Ltd
Group Set up Specialist
western-growers-association
Manager, Benefits
Rochester Regional Health