Regional Account Manager- Northeast (REMOTE)

Equitable

8d•Remote

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. Equitable is looking for a dynamic Regional Account Manager- Northeast to join our team! This position is a Hybrid or Remote Opportunity and can be based out of our Charlotte, NC or New York, NY offices. This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8:30 AM–5:30 PM EST). Periodic office visits may be requested based on business needs.

Requirements

5+ years account management background.
College degree or commensurate experience.
Experience working with strategic partner, national account clients.
Ability to work with the various internal partners and develop presentations as needed to clients based on need.
Proven ability to work with high net worth, national account clients.
Ability to manage large workstreams as needed to fulfill the client needs and project manage to completion.
Prior expertise in the insurance industry (sales, underwriting, operations). Understanding of employee benefits (life, dental, disability) and RFP process is required.
Worked with large accounts.
Ability to work in fast pace environment with large volume work tasks
Microsoft office experience, especially Excel. AI use a plus
Life and Health License will be required within a specified timeframe.
Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.
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.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Nice To Haves

AI use a plus

Responsibilities

Responsible for building strong partner relationships within the assigned territory and act as their liaison.
Accountable for the license and appointment process for all producers.
Accountable for the end to end account management experience of assigned cases and securing additional lines of coverage in order to grow the block.
Oversees the renewal process for all cases within the assigned book of business and partners with the Sales Executive on strategy.
Respond to customer needs proactively.
Provide management and project teams with updates on accounts and problem solve. Identify alternative solutions.
Understand benefit offerings of group insurance and policy language.
Provide excellent pre- and post-sale customer service and solve escalated issues.
Travel as needed to develop, build and maintain strong broker/consultant and client relationships.
Maintain up-to-date broker/client information on company applications, business plans and legal requirements.
Develop strong partnerships with sales, marketing, underwriting, billing, eligibility, claims and customer service.