Our Ability Jobs

To Build your Skills Profile – type ‘Employment’ into Abi

Job Information

Equitable Regional Account Manager (North East Remote) in New York, New York

Regional Account Manager (North East Remote) ( 2100009U )

Primary Location : UNITED STATES-NY-New York


Organization : Equitable

Schedule : Full-time


At Equitable, our power is in our people.

We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities.

Here, you’ll 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?

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


Minimum Qualifications:

  • Bachelor’s Degree or 7 years of equivalent work experience.

  • Prior expertise in the Group 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

Preferred Qualifications:

  • Strong interpersonal skills, as well as excellent verbal presentation and written communication skills, also able to speak in front of groups

  • Account management, project planning and problem solving experience preferred

  • Must be self motivated, work both independently and as a team, and have strong desire to exceed goals

  • Strong organizational and project management skills, with ability to prioritize and work on numerous responsibilities at one time

  • Ability to consistently meet tight deadlines and work under pressure

  • Strong computer skills (Outlook, Word, Excel, PowerPoint, Access, Salesforce, Adobe)


About Equitable

We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer, Equitable is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. Equitable has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave Equitable. Almost 40% of our open jobs are filled with current employees.

In addition to competitive compensation and an outstanding benefits package including 401(k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

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 to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Req ID: 2100009U