Market Support Representative- Group Insurance Required (HYBRID OR REMOTE)

Equitable • Charlotte, NC

7h • $47,000 - $67,000 • Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.
The Market Support Representative (MSR) is a dedicated resource for brokers and customers in a defined market/territory. This role will work closely with our Sales Executive and Account Management team to provide an overall simply powerful experience. This position will be focused on meeting the pre/post-sale needs of our customers which will have a direct impact on the success of new business sales, persistency, and growth of the block of business. The Market Support Representative will build relationships at the broker and customer level and establish themselves as a direct contact to meet the needs of our customers.

Requirements

• College degree or commensurate experience
• Ability to work with the various internal partners and support account management team
• Some account management background
• Extremely organized and great written communication skills
• Ability to work in fast pace environment with large volume work tasks
• Microsoft office experience, especially Excel
• Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
• Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
• Knowledge of Insurance Operations: Knowledge of the full spectrum of activities, practices, tools and considerations for insurance operations; ability to apply knowledge of insurance operations to provide administrative support to the insurance business.
• Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
• Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
• Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.

Nice To Haves

• Prefer experience working with strategic partner and/or national account clients

Responsibilities

• Establishes and maintains productive, professional relationships with assigned customers and brokers.
• Collaborates with 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, provide value-added service solutions, and promote our powerfully simple and agile model. Understands key brokers and customers within the assigned market/territory.
• Partners with Sales and Executive and Account Manager on renewal preparation, strategy and delivery.
• Ensure timely and accurate delivery of all renewals. Maintain all renewal documentation and actions.
• Assist in pipeline management within Salesforce (CRM).
• Utilize Salesforce to manage all service requests, ensure all relevant customer, and broker activities are clearly documented.
• Partnering with the Implementation team to ensure that all new groups have successfully been activated and ensuring all broker and client expectations have been achieved.
• Takes complete ownership and accountability for all service-related requests (outside of CS score of responsibilities) and follows up through completion and confirmation back to customers to meet their expectations along with internal SLA’s. Service requests include but not limited to product/policy questions, administrative changes, billing concerns, claims inquiries, enrollment completion, customer education, general account management support.
• Proactively communicates with customers and helps guide and educate them on all tools and resources available to them for future needs by understanding our product portfolio and the details of each product.
• Develops and maintains excellent working relationships with the Account Manager and Sales. Executive in the assigned market/territory as well as all other internal business partners.
• Understands and clearly explains the value of Equitable, our business partnerships and the strength of our products.
• May provide upon completion of the implementation process a pro-active outreach call to educate. Clients and Brokers on Equitable’s administrative policies and EB360 portal.
• Provides sales support by managing RFP inventory and Proposal Process to include: Reviewing RFP data, discerning the data received and partnering with SE and Underwriting to underwrite and release a proposal.
• Partnering with underwriting to ensure proposals are on track to meet due dates.
• Remains up to date on market changes that impact their clients and provides consultation on how Equitable may support their changing needs.

Benefits

• For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.
• Equitable Pay and Benefits: Equitable Total Rewards Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level