Equitable
Sr. Account Manager- Group Insurance (West Coast)
Equitable, Cheyenne, Wyoming, United States, 82007
Sr. Account Manager – Group Insurance (West Coast)
4 days ago • Be among the first 25 applicants
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Key Responsibilities
Establish and maintain productive, professional relationships with key personnel for assigned customers and brokers.
Collaborate with in Distribution and all internal partners to meet customer’s expectations and provide value‑added solutions, and meet growth and persistency objectives and manage customer’s expectations.
Manage a book of business in the 250+ life segment.
Renewals – Meet target persistency goals of the organization through detailed renewal analysis. Make renewal pricing recommendations in partnership with the Sales Executive to maintain overall RTN profitability improvement within the block. Deliver and discuss renewal rates actions with brokers/GA’s and provide solutions that help ensure persistency of profitable business. Ensure that monthly renewals are delivered timely and accurately.
Premium Growth – Meet premium growth goals by utilizing your assigned block of business to generate add coverage opportunities to increase sales organically. Partner with the Sales Executive and work to close add‑coverage opportunities both on and off renewal dates. In addition to add‑coverage, work with brokers/customers on premium growth opportunities (acquisitions, plan design changes, and open enrollments).
Proactively assess, clarify, and validate customer needs on an ongoing basis. Create communication plans and clearly relay the information to clients and brokers.
Develop and maintain excellent working relationships with the SE, MSR and other internal service departments to oversee resolution of issues.
Participate in Finalist Presentations representing Equitable account management and service value story. Understand and clearly explain the value of Equitable, our business partnerships and the strength of our products.
Partner and collaborate with Market Sales Executive (SE) to ensure a mutual understanding of territory goals and objectives. Develop plans of action (through use of business plan) to act on those goals and objectives.
Partner with Implementation Consultant to ensure awareness and understanding during implementation process.
Partner with internal teams to strategize on enrollment and re‑enrollment needs for organic growth opportunities.
Conduct consistent, proactive education/outreach communication with brokers/customers in the form of in person meetings, scheduled callouts, email, team/zoom calls.
Conduct installation meeting upon completion of the implementation process to educate Clients and BAMs on Equitable’s administrative policies and EB360 portal (in person or by phone).
Remain up to date on market changes that impact their clients and provide consultation on how Equitable may support their changing needs.
Conduct regular case reviews with internal departments as well as with the customer, reviewing claims experience and administrative processes – identify areas of concern and collaborate with brokers, customers, and internal teams to address problem areas and recommend additional Equitable products/services.
Facilitate the renewal process; responsible for renewal preparation, consultation with SE on overall service experience and customer needs to best position the customer to renew with EQH.
Display active listening skills and bridge relationships between Broker, Clients, and Home‑Office partners to lead the team to find creative solutions in selling, problem solving and team building.
Use Salesforce to manage business, ensure all relevant customer, and broker activities are documented.
Mentor both Marketing Service Representatives (MSR’s) and Regional Account Managers. Assist in helping onboard new associates and help provide ongoing training and guidance.
Required Qualifications
3+ years industry experience; Employee Benefit industry and/or knowledge of Group Benefit design, with specific working experience in a national, key, or strategic account management field.
Must hold current insurance license or have ability to obtain immediately.
Superior presentation skills.
Strong knowledge of the full suite of EQH product and service offerings.
Excellent verbal and written communication skills.
Demonstrated success in managing large customer relationships (innovative critical thinker with a strong ability to resolve complex issues).
Demonstrates resilience by reacting positively to changes and maintains poise, focus and flexibility when encountering difficulties or obstacles.
Results oriented and goal driven with superior collaboration and influencing skills.
Develops a high level of credibility with internal and external partners.
Self‑starter; able to work successfully both independently and interdependently within a team environment and within a mobile environment.
Strong analytical and critical thinking skills.
Adept at project management and multi‑tasking.
Strong financial acumen with a focus on achieving profitable growth; Solid understanding of product pricing, profitability, and risk/underwriting rules/guidelines.
West Coast Based Location Required.
Preferred Qualifications
College degree preferred.
Equitable Pay and Benefits Base salary for this position is $105,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equal Employment Opportunity Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E‑Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email us at TalentAcquisition@equitable.com.
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At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Key Responsibilities
Establish and maintain productive, professional relationships with key personnel for assigned customers and brokers.
Collaborate with in Distribution and all internal partners to meet customer’s expectations and provide value‑added solutions, and meet growth and persistency objectives and manage customer’s expectations.
Manage a book of business in the 250+ life segment.
Renewals – Meet target persistency goals of the organization through detailed renewal analysis. Make renewal pricing recommendations in partnership with the Sales Executive to maintain overall RTN profitability improvement within the block. Deliver and discuss renewal rates actions with brokers/GA’s and provide solutions that help ensure persistency of profitable business. Ensure that monthly renewals are delivered timely and accurately.
Premium Growth – Meet premium growth goals by utilizing your assigned block of business to generate add coverage opportunities to increase sales organically. Partner with the Sales Executive and work to close add‑coverage opportunities both on and off renewal dates. In addition to add‑coverage, work with brokers/customers on premium growth opportunities (acquisitions, plan design changes, and open enrollments).
Proactively assess, clarify, and validate customer needs on an ongoing basis. Create communication plans and clearly relay the information to clients and brokers.
Develop and maintain excellent working relationships with the SE, MSR and other internal service departments to oversee resolution of issues.
Participate in Finalist Presentations representing Equitable account management and service value story. Understand and clearly explain the value of Equitable, our business partnerships and the strength of our products.
Partner and collaborate with Market Sales Executive (SE) to ensure a mutual understanding of territory goals and objectives. Develop plans of action (through use of business plan) to act on those goals and objectives.
Partner with Implementation Consultant to ensure awareness and understanding during implementation process.
Partner with internal teams to strategize on enrollment and re‑enrollment needs for organic growth opportunities.
Conduct consistent, proactive education/outreach communication with brokers/customers in the form of in person meetings, scheduled callouts, email, team/zoom calls.
Conduct installation meeting upon completion of the implementation process to educate Clients and BAMs on Equitable’s administrative policies and EB360 portal (in person or by phone).
Remain up to date on market changes that impact their clients and provide consultation on how Equitable may support their changing needs.
Conduct regular case reviews with internal departments as well as with the customer, reviewing claims experience and administrative processes – identify areas of concern and collaborate with brokers, customers, and internal teams to address problem areas and recommend additional Equitable products/services.
Facilitate the renewal process; responsible for renewal preparation, consultation with SE on overall service experience and customer needs to best position the customer to renew with EQH.
Display active listening skills and bridge relationships between Broker, Clients, and Home‑Office partners to lead the team to find creative solutions in selling, problem solving and team building.
Use Salesforce to manage business, ensure all relevant customer, and broker activities are documented.
Mentor both Marketing Service Representatives (MSR’s) and Regional Account Managers. Assist in helping onboard new associates and help provide ongoing training and guidance.
Required Qualifications
3+ years industry experience; Employee Benefit industry and/or knowledge of Group Benefit design, with specific working experience in a national, key, or strategic account management field.
Must hold current insurance license or have ability to obtain immediately.
Superior presentation skills.
Strong knowledge of the full suite of EQH product and service offerings.
Excellent verbal and written communication skills.
Demonstrated success in managing large customer relationships (innovative critical thinker with a strong ability to resolve complex issues).
Demonstrates resilience by reacting positively to changes and maintains poise, focus and flexibility when encountering difficulties or obstacles.
Results oriented and goal driven with superior collaboration and influencing skills.
Develops a high level of credibility with internal and external partners.
Self‑starter; able to work successfully both independently and interdependently within a team environment and within a mobile environment.
Strong analytical and critical thinking skills.
Adept at project management and multi‑tasking.
Strong financial acumen with a focus on achieving profitable growth; Solid understanding of product pricing, profitability, and risk/underwriting rules/guidelines.
West Coast Based Location Required.
Preferred Qualifications
College degree preferred.
Equitable Pay and Benefits Base salary for this position is $105,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equal Employment Opportunity Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E‑Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314‑2211 or email us at TalentAcquisition@equitable.com.
#J-18808-Ljbffr