Senior Account Manager, Employee Benefits

🕒 il y a 1 mois

🇺🇸 États-Unis – Télétravail

💵 $105 000 / an

⏰ Temps Plein

🟠 Senior

💰 Responsable de comptes

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Equitable

Site WebLinkedInTous les Emplois

5001 - 10000 employés

💸 Finance

💳 Fintech

⚕️ Assurance santé

Finance • Fintech • Healthcare Insurance

Equitable est une entreprise de services financiers avec plus de 160 ans d'expérience, axée sur la fourniture aux particuliers et aux employeurs d'une gamme de produits et de solutions pour la planification financière, la préparation à la retraite et les avantages sociaux. Elle propose des services tels que l'assurance-vie, les rentes viagères et les régimes de retraite d'entreprise, visant à aider les clients à atteindre leur bien-être financier et leurs objectifs à long terme. Grâce à ses conseillers dédiés et ses ressources en ligne, Equitable s'efforce de rendre les services financiers accessibles et enrichissants pour tous ses 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.

🎯 Exigences

• 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

🏖️ Avantages

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