Senior Account Manager, Employee Benefits

🕒 Maio 12

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $105.000 / ano

⏰ Tempo Integral

🟠 Sênior

💰 Gerente de Contas

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Equitable

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

💸 Finanças

💳 Fintech

⚕️ Seguro de Saúde

Finance • Fintech • Healthcare Insurance

A Equitable é uma empresa de serviços financeiros com mais de 160 anos de experiência, focada em oferecer a indivíduos e empregadores uma gama de produtos e soluções para planejamento financeiro, planejamento de aposentadoria e benefícios para funcionários. Eles oferecem serviços como seguro de vida, anuidades e planos de aposentadoria no local de trabalho, visando apoiar os clientes na conquista do bem-estar financeiro e objetivos de longo prazo. Através de seus consultores dedicados e recursos online, a Equitable se esforça para tornar os serviços financeiros acessíveis e perspicazes para todos os seus clientes.

Descrição

• 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.

🎯 Requisitos

• 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

🏖️ Benefícios

• medical • dental • vision • 401(k) plan • paid time off