[Hiring] Case Coordinator REMOTE USA
Position: Case Coordinator
Date Posted: 29 January 2026
Industry: Financial Services / Insurance
Employment Type: Full Time
Experience: 1+ years of call center or client support experience
Qualification: College Degree
Salary: $48,000—$55,000 USD per year
Location: United States [REMOTE]
Company: Equitable
Description:
Equitable is seeking a dedicated Case Coordinator to join our remote team in the United States. This role is essential in supporting financial professionals and internal teams by ensuring all applications and fund transfer documents meet regulatory standards and client information is complete and accurate. You will serve as a primary point of contact for agents, brokers, and internal stakeholders, helping clients access valuable financial tools and insurance products.
Key Responsibilities:
• Manage a personal caseload to identify and resolve errors or omissions according to departmental guidelines
• Handle inbound and outbound telephone calls, emails, and faxes to/from financial professionals
• Professionally respond to inquiries regarding financial and insurance products from agents, brokers, and internal sources
• Maintain strong communication and collaboration with cross-functional teams to ensure smooth processing of applications and transactions
Work Schedule:
• 8:30 AM – 5:00 PM, Monday to Friday
• Fully remote position with periodic office visits based on business needs
Compensation & Benefits:
• Base salary: $48,000—$55,000, depending on experience and location
• Performance-based rewards including salary increases, spot bonuses, and short-term incentives
• Comprehensive benefits: medical, dental, vision, 401(k), paid time off, and more
Skills & Competencies:
• Strong listening and attention to detail
• Ability to communicate complex concepts clearly and effectively
• Knowledge of insurance operations and administrative support processes
• Strong planning and organizational skills to manage multiple tasks and priorities
• Ability to build and maintain positive professional relationships
• Proficiency in telephone-based customer service and problem-solving
Additional Information:
Equitable is committed to providing equal employment opportunities and supporting a diverse and inclusive workforce. Participation in the E-Verify program is required. Reasonable accommodations are available upon request to assist with the application, interview, or performance of essential job functions.
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