Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Regional Account Manager to drive growth and manage client relationships within the Employee Benefits team in the West Region.
Responsibilities
- 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
Skills
- 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
- Strong interpersonal skills, as well as excellent verbal presentation and written communication skills, also able to speak in front of groups
- Account management, project planning and problem solving experience preferred
- Must be self motivated, work both independently and as a team, and have strong desire to exceed goals
- Strong organizational and project management skills, with ability to prioritize and work on numerous responsibilities at one time
- Ability to consistently meet tight deadlines and work under pressure
- Strong computer skills (Outlook, Word, Excel, PowerPoint, Access, Salesforce, Adobe)
Benefits
- Remote work schedule
- Variable compensation
- Medical, dental, vision
- 401(k) plan
- Paid time off
Company Overview