Equitable
Sr. Account Manager – Group Insurance (West Coast)
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Sr. Account Manager – Group Insurance (West Coast)
role at
Equitable .
Overview At Equitable, our power is in our people. We are individuals from diverse cultures and backgrounds, and those differences strengthen our team and enable us to create positive change in our communities. Here, you will work with dynamic colleagues, develop your skills, and explore innovative 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 Distribution and all internal partners to meet customer expectations and provide value‑added solutions while achieving growth and persistency objectives.
Manage a book of business in the 250+ life segment.
Renewals – Meet target persistency goals through detailed renewal analysis, pricing recommendations, and timely delivery of renewal activities.
Premium Growth – Meet premium growth goals by partnering with the Sales Executive to increase sales organically and on renewal dates.
Assess, clarify, and validate customer needs, creating communication plans and relaying information clearly to clients and brokers.
Develop and maintain excellent relationships with the SE, MSR, and other internal service departments to resolve issues.
Participate in Finalist Presentations, representing Equitable’s account‑management and service value story.
Collaborate with Market Sales Executive to understand territory goals and develop action plans.
Partner with Implementation Consultant to ensure awareness and understanding during implementation.
Partner with internal teams to strategize enrollment and re‑enrollment for organic growth opportunities.
Conduct consistent, proactive education/outreach communication with brokers/customers via meetings, calls, email, and zoom.
Conduct installation meetings to educate clients and BAMs on Equitable’s administrative policies and EB360 portal.
Stay up to date on market changes and provide consultation on how Equitable can support evolving client needs.
Conduct regular case reviews with internal departments and customers, identifying concerns and recommending product/service enhancements.
Facilitate the renewal process, consulting with SE on overall service experience and positioning customers to renew with EQH.
Display active listening skills and bridge relationships between Broker, Clients, and Home‑Office partners.
Use Salesforce to manage business and document all relevant customer and broker activities.
Mentor both Marketing Service Representatives (MSR’s) and Regional Account Managers, assisting on onboarding and ongoing training.
Qualifications
3+ years of industry experience; Employee Benefit industry and/or knowledge of Group Benefit design, with specific experience in a national, key, or strategic account‑management field.
Must hold current insurance license or have the ability to obtain one immediately.
Superior presentation skills.
Strong knowledge of the full suite of EQH products and service offerings.
Excellent verbal and written communication skills.
Demonstrated success in managing large customer relationships and solving complex issues.
Resilience, adaptability, and a positive attitude when facing change.
Results‑oriented and goal driven with strong collaboration and influencing skills.
Develops high credibility with internal and external partners.
Self‑starter who works independently and collaboratively in a mobile environment.
Strong analytical and critical thinking skills.
Proficient in project management and multitasking.
Strong financial acumen with focus on profitable growth; solid understanding of pricing, profitability, risk/underwriting rules.
West Coast based location required.
Preferred Qualifications
College degree preferred.
Skills Client Relationship Management:
Ability to address issues and maintain engaged, partnering relationships with business partners and clients. Knowledge of Product Line:
Ability to develop product line processes and strategies. Selling:
Knowledge of diverse sales tools, tactics, and techniques to persuade customers.
Compensation Base salary: $105,000. Eligible for variable compensation.
Benefits Equitable offers a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Location UNITED STATES – Remote Other locations include: OVERLAND PARK, KS; PORTLAND, OR; CO; KS – KANSAS CITY; NM; OR – EUGENE; CA – LOS ANGELES; AZ; IL – CHICAGO; NM – ALBUQUERQUE; CA; AZ – TUCSON; OR; WY; TN; CA – SAN DIEGO; AZ – PHOENIX; CO – DENVER; WY – CHEYENNE; WA; NV; WA – SEATTLE; OK – STILLWATER; OK – OAKLAND CITY, WA – SPOKANE; UT; NV – LAS VEGAS; CA – IRVINE; UT – SALT LAKE CITY; etc.
Seniority Level Mid‑Senior level Employment type: Full‑time Job function: Sales and Business Development
Extremely Equal Employment Opportunity Statement 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 or expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state, or 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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Sr. Account Manager – Group Insurance (West Coast)
role at
Equitable .
Overview At Equitable, our power is in our people. We are individuals from diverse cultures and backgrounds, and those differences strengthen our team and enable us to create positive change in our communities. Here, you will work with dynamic colleagues, develop your skills, and explore innovative 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 Distribution and all internal partners to meet customer expectations and provide value‑added solutions while achieving growth and persistency objectives.
Manage a book of business in the 250+ life segment.
Renewals – Meet target persistency goals through detailed renewal analysis, pricing recommendations, and timely delivery of renewal activities.
Premium Growth – Meet premium growth goals by partnering with the Sales Executive to increase sales organically and on renewal dates.
Assess, clarify, and validate customer needs, creating communication plans and relaying information clearly to clients and brokers.
Develop and maintain excellent relationships with the SE, MSR, and other internal service departments to resolve issues.
Participate in Finalist Presentations, representing Equitable’s account‑management and service value story.
Collaborate with Market Sales Executive to understand territory goals and develop action plans.
Partner with Implementation Consultant to ensure awareness and understanding during implementation.
Partner with internal teams to strategize enrollment and re‑enrollment for organic growth opportunities.
Conduct consistent, proactive education/outreach communication with brokers/customers via meetings, calls, email, and zoom.
Conduct installation meetings to educate clients and BAMs on Equitable’s administrative policies and EB360 portal.
Stay up to date on market changes and provide consultation on how Equitable can support evolving client needs.
Conduct regular case reviews with internal departments and customers, identifying concerns and recommending product/service enhancements.
Facilitate the renewal process, consulting with SE on overall service experience and positioning customers to renew with EQH.
Display active listening skills and bridge relationships between Broker, Clients, and Home‑Office partners.
Use Salesforce to manage business and document all relevant customer and broker activities.
Mentor both Marketing Service Representatives (MSR’s) and Regional Account Managers, assisting on onboarding and ongoing training.
Qualifications
3+ years of industry experience; Employee Benefit industry and/or knowledge of Group Benefit design, with specific experience in a national, key, or strategic account‑management field.
Must hold current insurance license or have the ability to obtain one immediately.
Superior presentation skills.
Strong knowledge of the full suite of EQH products and service offerings.
Excellent verbal and written communication skills.
Demonstrated success in managing large customer relationships and solving complex issues.
Resilience, adaptability, and a positive attitude when facing change.
Results‑oriented and goal driven with strong collaboration and influencing skills.
Develops high credibility with internal and external partners.
Self‑starter who works independently and collaboratively in a mobile environment.
Strong analytical and critical thinking skills.
Proficient in project management and multitasking.
Strong financial acumen with focus on profitable growth; solid understanding of pricing, profitability, risk/underwriting rules.
West Coast based location required.
Preferred Qualifications
College degree preferred.
Skills Client Relationship Management:
Ability to address issues and maintain engaged, partnering relationships with business partners and clients. Knowledge of Product Line:
Ability to develop product line processes and strategies. Selling:
Knowledge of diverse sales tools, tactics, and techniques to persuade customers.
Compensation Base salary: $105,000. Eligible for variable compensation.
Benefits Equitable offers a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Location UNITED STATES – Remote Other locations include: OVERLAND PARK, KS; PORTLAND, OR; CO; KS – KANSAS CITY; NM; OR – EUGENE; CA – LOS ANGELES; AZ; IL – CHICAGO; NM – ALBUQUERQUE; CA; AZ – TUCSON; OR; WY; TN; CA – SAN DIEGO; AZ – PHOENIX; CO – DENVER; WY – CHEYENNE; WA; NV; WA – SEATTLE; OK – STILLWATER; OK – OAKLAND CITY, WA – SPOKANE; UT; NV – LAS VEGAS; CA – IRVINE; UT – SALT LAKE CITY; etc.
Seniority Level Mid‑Senior level Employment type: Full‑time Job function: Sales and Business Development
Extremely Equal Employment Opportunity Statement 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 or expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state, or 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