Market Support Representative – Group Insurance

🕒 April 4

🇺🇸 United States – Remote

💵 $47k - $67k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

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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. • 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. • Understands and clearly explains the value of Equitable, our business partnerships and the strength of our products.

🎯 Requirements

• College degree or commensurate experience • Ability to work with the various internal partners and support account management team • Some account management background • Extremely organized and great written communication skills • Ability to work in fast pace environment with large volume work tasks • Microsoft office experience, especially Excel • Prefer experience working with strategic partner and/or national account clients

🏖️ Benefits

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