Market Support Representative – East Region

🕒 March 31

🇺🇸 United States – Remote

💵 $48k - $67k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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

• 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.

🎯 Requirements

• 2+ Years experience in Customer service roles • Superior Customer service skills • Excellent organizational and time management skills • Excellent verbal and written communication skills • Results oriented and goal driven with superior service delivery and collaboration skills • Develops a high level of credibility with internal and external partners • Initiative-taker; able to work successfully both independently and interdependently within a team environment and within a mobile environment • Strong analytical and critical thinking skills • Ability to present complex information in a clear manner, both orally and in writing. • Strong computer skills, including Microsoft Office (i.e., Word, Excel, Outlook, and PowerPoint)

🏖️ Benefits

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