Equitable
Sr. Account Manager- Group Insurance (West Coast)
Equitable, Salt Lake City, Utah, United States, 84193
Sr. Account Manager – Group Insurance (West Coast)
Join to apply for the Sr. Account Manager – Group Insurance (West Coast) role at Equitable.
At Equitable, our power is in our people. We are 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.
Key Job Responsibilities
Establish and maintain productive, professional relationships with key personnel for assigned customers and brokers.
Collaborate with all internal partners to meet customers’ expectations, provide value‑added solutions, and achieve growth and persistency objectives.
Manage a book of business in the 250+ commercial life segment.
Renewals – Meet target persistency goals through detailed renewal analysis, pricing recommendations, and partnership with the Sales Executive to maintain profitability. Deliver and discuss renewal rate 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. Partner with the Sales Executive and work to close add‑coverage opportunities both on and off renewal dates. 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 Sales Executive, Market Sales Representative and other internal service departments to resolve issues.
Participate in Finalist Presentations representing Equitable account management and service value story.
Develop plans of action to act on territory goals and objectives (through use of business plan).
Collaborate with Implementation Consultant to ensure awareness and understanding during implementation process.
Collaborate 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.
Remain up to date on market changes that impact 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 to review 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 Sales Executive 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, ensuring all relevant customer and broker activities are documented.
Mentor both Marketing Service Representatives and Regional Account Managers. Assist in onboarding new associates and provide ongoing training and guidance.
The 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, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
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.
Skills Client Relationship Management:
Ability to address client needs and maintain engaged, partnering relationship 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 and ability to use these to persuade a person to buy a product or service.
About Equitable At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well‑being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
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 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.
Primary Location UNITED STATES – Remote
Other Locations UNITED STATES – KS – Overland Park, UNITED STATES – OR – Portland, UNITED STATES – CO – Denver, UNITED STATES – WA – Cheyenne, UNITED STATES – CA – Los Angeles, UNITED STATES – AZ – Phoenix, UNITED STATES – IL – Chicago, UNITED STATES – NM – Albuquerque, UNITED STATES – CO – San Diego, UNITED STATES – AZ – Tucson, UNITED STATES – OR – Eugene, UNITED STATES – WY – Madison, UNITED STATES – TN – Memphis, UNITED STATES – CA – San Diego, UNITED STATES – AZ – Scottsdale, UNITED STATES – WA – Bellevue, UNITED STATES – WA – Seattle.
Organization Equitable
Schedule Full‑time
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At Equitable, our power is in our people. We are 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.
Key Job Responsibilities
Establish and maintain productive, professional relationships with key personnel for assigned customers and brokers.
Collaborate with all internal partners to meet customers’ expectations, provide value‑added solutions, and achieve growth and persistency objectives.
Manage a book of business in the 250+ commercial life segment.
Renewals – Meet target persistency goals through detailed renewal analysis, pricing recommendations, and partnership with the Sales Executive to maintain profitability. Deliver and discuss renewal rate 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. Partner with the Sales Executive and work to close add‑coverage opportunities both on and off renewal dates. 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 Sales Executive, Market Sales Representative and other internal service departments to resolve issues.
Participate in Finalist Presentations representing Equitable account management and service value story.
Develop plans of action to act on territory goals and objectives (through use of business plan).
Collaborate with Implementation Consultant to ensure awareness and understanding during implementation process.
Collaborate 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.
Remain up to date on market changes that impact 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 to review 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 Sales Executive 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, ensuring all relevant customer and broker activities are documented.
Mentor both Marketing Service Representatives and Regional Account Managers. Assist in onboarding new associates and provide ongoing training and guidance.
The 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, including medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
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.
Skills Client Relationship Management:
Ability to address client needs and maintain engaged, partnering relationship 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 and ability to use these to persuade a person to buy a product or service.
About Equitable At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well‑being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
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 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.
Primary Location UNITED STATES – Remote
Other Locations UNITED STATES – KS – Overland Park, UNITED STATES – OR – Portland, UNITED STATES – CO – Denver, UNITED STATES – WA – Cheyenne, UNITED STATES – CA – Los Angeles, UNITED STATES – AZ – Phoenix, UNITED STATES – IL – Chicago, UNITED STATES – NM – Albuquerque, UNITED STATES – CO – San Diego, UNITED STATES – AZ – Tucson, UNITED STATES – OR – Eugene, UNITED STATES – WY – Madison, UNITED STATES – TN – Memphis, UNITED STATES – CA – San Diego, UNITED STATES – AZ – Scottsdale, UNITED STATES – WA – Bellevue, UNITED STATES – WA – Seattle.
Organization Equitable
Schedule Full‑time
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