Equitable
Sr. Account Manager- Group Insurance (West Coast Based Location Required)
Join to apply for the Sr. Account Manager- Group Insurance (West Coast Based Location Required) role at Equitable.
Overview The Sr. Account Manager (SAM) is responsible for the overall relationship and economic management of a portfolio of group benefit clients with annualized premium between $20M+. This position is a key strategic relationship management and revenue generating resource for clients, brokers and the EQH organization. It focuses on internal and external partnerships and strategies that will result in long term growth and persistency. The SAM represents the entire range of employer and employee paid EQH products and services to their assigned brokers, GAs, and clients. The SAM will proactively seek opportunities to increase revenue, both organically and through cross-sell opportunities. The SAM is a Trusted Advisor to the broker/policyholder and educates and trains their customers while maintaining the perspective of the customer and Equitable Employee Benefits. The SAM will respond to the customer’s needs by striving for and achieving internal alignment through collaboration.
Key responsibilities
Establishes and maintains productive, professional relationships with key personnel for assigned customers and brokers.
Collaborates with Distribution and internal partners to meet customer expectations and provide value-added solutions, and meet growth and persistency objectives; manage customer expectations.
Manages a book of business in the 250+ life segment.
Renewals: meets target persistency goals; conducts renewal analysis; makes renewal pricing recommendations with the Sales Executive to maintain profitability; delivers renewal actions with brokers/GA’s; ensures timely renewal delivery.
Premium Growth: meet premium growth goals by generating add-coverage opportunities within the assigned block; partner with the Sales Executive to close add-coverage opportunities on and off renewal dates; work with brokers/customers on acquisitions, plan design changes, and open enrollments.
Proactively assesses, clarifies, and validates customer needs; creates communication plans for clients and brokers.
Develops and maintains excellent working relationships with the SE, MSR and other internal service departments to oversee resolution of issues.
Participates in finalist presentations representing Equitable account management and service value; explains the value of Equitable, partnerships and products.
Partners and collaborates with Market Sales Executive to ensure alignment of territory goals; develops plans of action via the business plan.
Partners with Implementation Consultant to ensure awareness during implementation.
Partners with internal teams to strategize on enrollment and re-enrollment needs for organic growth opportunities.
Conducts proactive education/outreach communication with brokers/customers via in-person meetings, scheduled calls, email and virtual meetings.
Educates Clients on Equitable’s administrative policies and EB360 portal during implementation.
Remains up to date on market changes that impact clients and provides consultation on how Equitable may support evolving needs.
Conducts regular case reviews with internal departments and customers; identifies areas of concern and recommends additional Equitable products/services.
Facilitates renewal preparation; coordinates with SE on service experience and customer needs to position for renewal with EQH.
Demonstrates active listening and builds bridges between Brokers, Clients, and internal partners to find creative solutions.
Uses Salesforce to manage business and document activities for customers and brokers.
Mentors MSRs and Regional Account Managers; assists in onboarding new associates and provides ongoing training and guidance.
Compensation: The base salary for this position is $105,000 with eligibility for variable compensation.
Benefits: For eligible employees, Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For details, refer to Equitable Total Rewards Program.
Equitable Pay and Benefits : Equitable Total Rewards Program
Required qualifications
3+ years of industry experience in Employee Benefit or Group Benefit design, with experience in national/key/strategic account management.
Must hold a current insurance license or have the 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.
Proven success in managing large customer relationships; strong problem solving and critical thinking.
Resilience and adaptability to changes; poise under pressure.
Results-oriented with strong collaboration and influencing skills.
Credibility with internal and external partners.
Self-starter; able to work independently and in a team environment; capable in a mobile environment.
Strong analytical and multi-tasking abilities.
Financial acumen with focus on profitable growth; understanding of pricing, profitability, and underwriting guidelines.
West Coast Based Location Required
Preferred qualifications
College degree preferred.
Skills Client Relationship Management:
Knowledge of client relationships and the ability to address issues critical to meeting client needs and maintain engagements.
Knowledge of Product Line:
Knowledge of product line processes and strategies.
Selling:
Knowledge of sales tools, tactics, and techniques to persuade customers.
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. We are committed to investing in our people with growth opportunities, internal mobility, comprehensive compensation and benefits, and a culture of collaboration and teamwork.
Equal opportunity and administrative notes Equitable is committed to providing equal employment opportunities to all employees, applicants and candidates regardless of race, color, religion, gender, gender identity or expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other protected status. 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, please contact Human Resources at (212) 314-2211 or TalentAcquisition@equitable.com.
Locations
Primary Location: United States - Remote
Other Locations: United States - CA, UT, WA, NV, OR, CO, WY, NM, AZ
Schedule
Full-time
Seniority level
Mid-Senior level
Job function
Sales and Business Development
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Overview The Sr. Account Manager (SAM) is responsible for the overall relationship and economic management of a portfolio of group benefit clients with annualized premium between $20M+. This position is a key strategic relationship management and revenue generating resource for clients, brokers and the EQH organization. It focuses on internal and external partnerships and strategies that will result in long term growth and persistency. The SAM represents the entire range of employer and employee paid EQH products and services to their assigned brokers, GAs, and clients. The SAM will proactively seek opportunities to increase revenue, both organically and through cross-sell opportunities. The SAM is a Trusted Advisor to the broker/policyholder and educates and trains their customers while maintaining the perspective of the customer and Equitable Employee Benefits. The SAM will respond to the customer’s needs by striving for and achieving internal alignment through collaboration.
Key responsibilities
Establishes and maintains productive, professional relationships with key personnel for assigned customers and brokers.
Collaborates with Distribution and internal partners to meet customer expectations and provide value-added solutions, and meet growth and persistency objectives; manage customer expectations.
Manages a book of business in the 250+ life segment.
Renewals: meets target persistency goals; conducts renewal analysis; makes renewal pricing recommendations with the Sales Executive to maintain profitability; delivers renewal actions with brokers/GA’s; ensures timely renewal delivery.
Premium Growth: meet premium growth goals by generating add-coverage opportunities within the assigned block; partner with the Sales Executive to close add-coverage opportunities on and off renewal dates; work with brokers/customers on acquisitions, plan design changes, and open enrollments.
Proactively assesses, clarifies, and validates customer needs; creates communication plans for clients and brokers.
Develops and maintains excellent working relationships with the SE, MSR and other internal service departments to oversee resolution of issues.
Participates in finalist presentations representing Equitable account management and service value; explains the value of Equitable, partnerships and products.
Partners and collaborates with Market Sales Executive to ensure alignment of territory goals; develops plans of action via the business plan.
Partners with Implementation Consultant to ensure awareness during implementation.
Partners with internal teams to strategize on enrollment and re-enrollment needs for organic growth opportunities.
Conducts proactive education/outreach communication with brokers/customers via in-person meetings, scheduled calls, email and virtual meetings.
Educates Clients on Equitable’s administrative policies and EB360 portal during implementation.
Remains up to date on market changes that impact clients and provides consultation on how Equitable may support evolving needs.
Conducts regular case reviews with internal departments and customers; identifies areas of concern and recommends additional Equitable products/services.
Facilitates renewal preparation; coordinates with SE on service experience and customer needs to position for renewal with EQH.
Demonstrates active listening and builds bridges between Brokers, Clients, and internal partners to find creative solutions.
Uses Salesforce to manage business and document activities for customers and brokers.
Mentors MSRs and Regional Account Managers; assists in onboarding new associates and provides ongoing training and guidance.
Compensation: The base salary for this position is $105,000 with eligibility for variable compensation.
Benefits: For eligible employees, Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. For details, refer to Equitable Total Rewards Program.
Equitable Pay and Benefits : Equitable Total Rewards Program
Required qualifications
3+ years of industry experience in Employee Benefit or Group Benefit design, with experience in national/key/strategic account management.
Must hold a current insurance license or have the 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.
Proven success in managing large customer relationships; strong problem solving and critical thinking.
Resilience and adaptability to changes; poise under pressure.
Results-oriented with strong collaboration and influencing skills.
Credibility with internal and external partners.
Self-starter; able to work independently and in a team environment; capable in a mobile environment.
Strong analytical and multi-tasking abilities.
Financial acumen with focus on profitable growth; understanding of pricing, profitability, and underwriting guidelines.
West Coast Based Location Required
Preferred qualifications
College degree preferred.
Skills Client Relationship Management:
Knowledge of client relationships and the ability to address issues critical to meeting client needs and maintain engagements.
Knowledge of Product Line:
Knowledge of product line processes and strategies.
Selling:
Knowledge of sales tools, tactics, and techniques to persuade customers.
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. We are committed to investing in our people with growth opportunities, internal mobility, comprehensive compensation and benefits, and a culture of collaboration and teamwork.
Equal opportunity and administrative notes Equitable is committed to providing equal employment opportunities to all employees, applicants and candidates regardless of race, color, religion, gender, gender identity or expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other protected status. 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, please contact Human Resources at (212) 314-2211 or TalentAcquisition@equitable.com.
Locations
Primary Location: United States - Remote
Other Locations: United States - CA, UT, WA, NV, OR, CO, WY, NM, AZ
Schedule
Full-time
Seniority level
Mid-Senior level
Job function
Sales and Business Development
#J-18808-Ljbffr