Equitable
Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.
Regional Account Manager - Employee Benefits
Yesterday
Equitable
Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.
📋 Description
• Work with intermediaries (Brokers, GA's, TPA's) and customers within an assigned territory • Responsible for building strong partner relationships within the assigned territory and act as their liaison • Focus on assigned block of business and identify opportunities for premium growth • Provides initial training to Brokers/Customers on our EB360 platform • Accountable for the end-to-end account management experience of assigned cases • Oversees the renewal process for all cases within the assigned book of business and partners with the Sales Executive on strategy • Respond to customer needs proactively. Provide management and project teams with updates on accounts and problem solve. Identify alternative solutions. • Monitor opportunities and organize marketing plans to grow current membership or cross-sell other products. • Understand benefit offerings of group insurance and policy language • Provide excellent post-sale customer service and solve escalated issues • Travel as needed to develop, build and maintain strong broker/consultant and client relationships • Maintain up-to-date broker/client information on company applications, business plans and legal requirements • Develop strong partnerships with sales, marketing, underwriting, billing, eligibility, claims and customer service
🎯 Requirements
• Bachelor’s Degree or 7+ years of equivalent work experience. • Prior expertise in the insurance industry (sales, underwriting, operations). • Understanding of employee benefits (life, dental, disability) and RFP process is required. • Life and Health License will be required within a specified timeframe
🏖️ Benefits
• Medical • Dental • Vision • 401(k) plan • Paid time off
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🇺🇸 United States – Remote
💵 $120k - $150k / year
💰 Post-IPO Debt on 2023-01
⏰ Full Time
🟠 Senior
🔴 Lead
💰 Account Manager
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