Regional Account Manager, Employee Benefits
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Job Description
Regional Account Manager overseeing client relationships and growth opportunities in Employee Benefits for Equitable. Collaborating with internal teams to ensure a seamless client experience.
Responsibilities:
- Work with intermediaries (Brokers, GA's, TPA's) and customers within an assigned territory
- Responsible for building strong partner relationships within the assigned territory and act as their liaison
- Focus on assigned block of business and identify opportunities for premium growth
- Provides initial training to Brokers/Customers on our EB360 platform
- Accountable for the end-to-end account management experience of assigned cases
- Oversees the renewal process for all cases within the assigned book of business and partners with the Sales Executive on strategy
- Respond to customer needs proactively
- Provide management and project teams with updates on accounts and problem solve
- Identify alternative solutions
- Monitor opportunities and organize marketing plans to grow current membership or cross-sell other products
- Understand benefit offerings of group insurance and policy language
- Provide excellent post-sale customer service and solve escalated issues
- Travel as needed to develop, build and maintain strong broker/consultant and client relationships
- Maintain up-to-date broker/client information on company applications, business plans and legal requirements
- Develop strong partnerships with sales, marketing, underwriting, billing, eligibility, claims and customer service
Requirements:
- Bachelor’s Degree or 7+ years of equivalent work experience
- Prior expertise in the insurance industry (sales, underwriting, operations)
- Understanding of employee benefits (life, dental, disability) and RFP process is required
- Life and Health License will be required within a specified timeframe
Benefits:
- medical
- dental
- vision
- 401(k) plan
- paid time off
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