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Sr. Account Manager- Group Insurance
4 weeks ago
Sr. Account Manager- Group Insurance (West Coast) At Equitable, our power is in our people. We are individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Youll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? The Sr. Account Manager (SAM) is responsible for the overall relationship and economic management of a portfolio of group benefit clients with an annualized premium of $20M+. This position is a key strategic relationship management and revenue generating resource for clients, brokers and the EQH organization. It focuses on internal and external partnerships and strategies that will result in long?term growth and persistency. Key Job Responsibilities Establish and maintain productive, professional relationships with key personnel for assigned customers and brokers. Collaborate with Distribution and all internal partners to meet customer expectations and provide value-added solutions, and meet growth and persistency objectives. Manage a book of business in the 250+ life segment. Renewals Meet target persistency goals through detailed renewal analysis, make renewal pricing recommendations in partnership with the Sales Executive, and deliver and discuss renewal rate actions with brokers/GAs. Premium Growth Meet premium growth goals by generating add?coverage opportunities to increase sales organically and working with brokers/customers on acquisitions, plan design changes, and open enrollments. Proactively assess, clarify, and validate customer needs, creating communication plans and relaying information to clients and brokers. Develop and maintain excellent working relationships with the SE, MSR, and other internal service departments to oversee resolution of issues. Participate in Finalist Presentations representing Equitable account management and service value story. Partner with the Market Sales Executive to ensure a mutual understanding of territory goals, develop plans of action, and act on those goals. Partner with the Implementation Consultant to ensure awareness during implementation. Partner with internal teams to strategize on enrollment and re-enrollment for organic growth opportunities. Conduct consistent, proactive education/outreach communication with brokers/customers. Conduct installation meetings after implementation to educate clients and BAMs on administrative policies and the EB360 portal. Remain up to date on market changes impacting clients and provide consultation on how Equitable can support changing needs. Conduct regular case reviews with internal departments and customers, identifying issue areas and recommending additional Equitable products/services. Facilitate renewal process, responsible for renewal preparation and consultation with SE on service experience. Display active listening skills and bridge relationships between broker, clients, and home?office partners to lead the team to find creative solutions. Use Salesforce to manage business and document all relevant customer and broker activities. Mentor both Marketing Service Representatives (MSRs) and Regional Account Managers, assist in onboarding and providing ongoing training and guidance. Compensation Base salary: $105,000. Eligible for variable compensation. Benefits Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off. Required Qualifications 3+ years industry experience; Employee Benefit industry and/or knowledge of Group Benefit design, with specific working experience in a national, key, or strategic account management field. Must hold current insurance license or have ability to obtain immediately. Superior presentation skills. Strong knowledge of the full suite of EQH product and service offerings. Excellent verbal and written communication skills. Demonstrated success in managing large customer relationships. Resilience and adaptability to change. Results oriented and goal driven with superior collaboration and influencing skills. Develop a high level of credibility with internal and external partners. Self-starter; able to work successfully both independently and interdependently within a team environment. Strong analytical and critical thinking skills. Adept at project management and multi-tasking. Strong financial acumen with focus on achieving profitable growth. West Coast?based location required. Preferred Qualifications College degree preferred. Skills Client Relationship Management: Knowledge of client relationship; ability to address issues critical to meet client needs. Knowledge of Product Line: Ability to develop product line processes and strategies. Selling: Ability to persuade a person to buy a product or service. About Equitable At Equitable, were a team of over ten thousand committed to helping our clients secure their financial well?being and pursue long, fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in our local communities. We invest in our people by offering growth, internal mobility, comprehensive compensation, and benefits to support overall well?being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Equal Employment Opportunity Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed, please contact Human Resources at (212) 314-2211 or email TalentAcquisition@equitable.com. Primary Location UNITED STATES-Remote Schedule Full-time Seniority level Mid-Senior level Employment type Full-time Job function Sales and Business Development #J-18808-Ljbffr
