Senior Account Manager, Employee Benefits
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Job Description
Sr. Account Manager managing Employee Benefits for the West Region at Equitable. Building client relationships and driving revenue through effective service and strategic management.
Responsibilities:
- 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.
Requirements:
- 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
Benefits:
- medical
- dental
- vision
- 401(k) plan
- paid time off
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