Senior Account Manager, Employee Benefits

🕒 May 12

🇺🇸 United States – Remote

💵 $105k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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Equitable

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

💳 Fintech

⚕️ Healthcare Insurance

Finance • Fintech • Healthcare Insurance

Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.

📋 Description

• 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.

🎯 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

🏖️ Benefits

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