Sr. Account Manager, Employee Benefits

Equitable

1d•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 Sr. Account Manager (SAM) to join our Employee Benefits team and support the West Region! The SAM is responsible for the strategic relationship and economic management of a portfolio of group benefits clients with annualized premiums of $20M+. This role serves as a key relationship management and revenue-driving leader for clients, brokers, and the Equitable organization, with a strong focus on building long-term growth and portfolio persistency through effective internal and external partnerships. The SAM represents the full suite of employer- and employee-paid Equitable Employee Benefits products and services for assigned brokers, general agents, and clients. Acting as a trusted advisor, the SAM proactively identifies opportunities to grow revenue through both organic expansion and cross-sell strategies, while educating and training brokers and clients to maximize value. This role requires a customer-centric mindset balanced with a strong understanding of Equitable’s business objectives. The SAM responds to evolving client needs by driving internal alignment, collaborating across teams, and ensuring seamless delivery of solutions that support client satisfaction and retention. Flexibility with schedule to support clients across Pacific, Mountain and Central Time Zones is needed.

Requirements

Bachelor’s degree or equivalent work experience
3+ years professional work experience within the Employee Benefits/Group Insurance industry
Experience working in a Group Benefit design or Account Management (national, key, or strategic account)
State Life and Health insurance license or have ability to obtain within 30 days of hire

Nice To Haves

Exceptional presentation and executive-facing communication skills.
Deep understanding of Equitable’s full suite of Employee Benefits products and services.
Communicates with clarity for understanding, both verbally and in writing.
Proven success managing large, complex client relationships; innovative critical thinker with the ability to resolve sophisticated business issues.
Demonstrates resilience and adaptability, maintaining composure and focus amid change and challenge.
Results-driven and goal-oriented, with strong collaboration and influencing skills.
Builds high credibility and trust with both internal and external stakeholders.
Self-directed professional who works effectively both independently and as part of a collaborative team, including in a mobile environment.
Analytical and critical-thinking capabilities.
Highly effective in project management and prioritizing multiple initiatives simultaneously.
Financial acumen with a focus on profitable growth; solid understanding of pricing, profitability, and risk/underwriting guidelines.
Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients.
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Listening: Knowledge of effective listening issues and techniques; ability to gather, clarify, and apply information transmitted verbally, while exhibiting a genuine interest toward the speaker.
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.
Negotiating: Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner.
Selling: Knowledge of diverse sales tools, tactics and techniques and ability to use these to persuade a person to buy a product or service.

Responsibilities

Build and maintain strong, professional relationships with assigned customers, brokers, and key stakeholders.
Manage a book of business in the 250+ life segment, driving growth and persistency.
Partner with Distribution and internal teams to deliver value-added solutions and meet service, growth, and retention objectives.
Lead renewal efforts by conducting detailed renewal analyses, making pricing recommendations with Sales Executives, and delivering timely, accurate renewal packages to brokers and GAs.
Achieve premium growth goals through add-coverage sales, acquisitions, plan design changes, and enrollment strategies.
Proactively assess client needs and develop clear communication plans for customers and brokers.
Collaborate closely with Sales Executives (SE), Marketing Service Representatives (MSR), Implementation Consultants, and internal service teams to resolve issues and ensure seamless client experiences.
Participate in finalist presentations, clearly articulating Equitable’s value proposition, partnerships, and product strengths.
Conduct regular client stewardship meetings, including claims and administrative reviews, identifying issues and recommending solutions or additional products.
Lead client education and outreach through in-person meetings, calls, virtual sessions, and ongoing communication.
Facilitate installation meetings post-implementation and educate clients and brokers on administrative processes and EB360 capabilities.
Stay informed on market and regulatory changes impacting clients and provide consultative guidance.
Use Salesforce to document activities and manage pipeline and account information.
Mentor MSRs and Regional Account Managers; support onboarding and ongoing development of new team members.
Demonstrate integrity, transparency, and consistency while modeling Equitable’s culture and values.
Act as a change agent, supporting growth initiatives and promoting innovative ideas and processes.
Take ownership of outcomes while fostering strong partnerships across sales, service, and home-office teams.
Build and sustain effective relationships; resolve conflict constructively and professionally.
Balance client needs with organizational priorities while protecting Equitable’s integrity.
Independently prioritize and manage workload to meet business and client objectives.
Educate clients on effective engagement with Equitable, promoting self-service tools such as EB360.
Execute proactive business planning and structured contact strategies to drive engagement and results.