Regional Account Manager

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

Equitable is looking for a dynamic Regional Account Manager- Northeast to join our team!   This position is a Hybrid or Remote Opportunity and can be based out of our Charlotte, NC or New York, NY offices. 

What You’ll Be Doing

• Responsible for building strong partner relationships within the assigned territory and act as their liaison.
• Accountable for the license and appointment process for all producers.
• Accountable for the end to end account management experience of assigned cases and securing additional lines of coverage in order to grow the block.
• 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.
• Understand benefit offerings of group insurance and policy language.
• Provide excellent pre- and 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.
   

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8\:30 AM–5\:30 PM EST). Periodic office visits may be requested based on business needs.

The base salary range for this position is $70,000 - $90,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits\: Equitable Total Rewards Program

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

Equitable is looking for a dynamic Regional Account Manager- Northeast to join our team!   This position is a Hybrid or Remote Opportunity and can be based out of our Charlotte, NC or New York, NY offices. 

What You’ll Be Doing

• Responsible for building strong partner relationships within the assigned territory and act as their liaison.
• Accountable for the license and appointment process for all producers.
• Accountable for the end to end account management experience of assigned cases and securing additional lines of coverage in order to grow the block.
• 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.
• Understand benefit offerings of group insurance and policy language.
• Provide excellent pre- and 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.
   

This position offers a remote work schedule that allows you to stay fully engaged with your team to provide outstanding, customer‑focused service during our core hours (8\:30 AM–5\:30 PM EST). Periodic office visits may be requested based on business needs.

The base salary range for this position is $70,000 - $90,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits\: Equitable Total Rewards Program

What You Will Bring

• 5+ years account management background.
• College degree or commensurate experience.
• Experience working with strategic partner, national account clients.
• Ability to work with the various internal partners and develop presentations as needed to clients based on need.
• Proven ability to work with high net worth, national account clients.
• Ability to manage large workstreams as needed to fulfill the client needs and project manage to completion.
• Prior expertise in the insurance industry (sales, underwriting, operations).  Understanding of employee benefits (life, dental, disability) and RFP process is required.
• Worked with large accounts.
• Ability to work in fast pace environment with large volume work tasks
• Microsoft office experience, especially Excel.  AI use a plus
• Life and Health License will be required within a specified timeframe.

Skills

Communicating for Impact\: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.

Cross-functional Collaboration\: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Effective Communications\: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Effective Presentations\: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and 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 their local communities. 

We are continuously investing 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.  Click Careers at Equitable to learn more. 

**********

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 [email protected]. 

What You Will Bring

• 5+ years account management background.
• College degree or commensurate experience.
• Experience working with strategic partner, national account clients.
• Ability to work with the various internal partners and develop presentations as needed to clients based on need.
• Proven ability to work with high net worth, national account clients.
• Ability to manage large workstreams as needed to fulfill the client needs and project manage to completion.
• Prior expertise in the insurance industry (sales, underwriting, operations).  Understanding of employee benefits (life, dental, disability) and RFP process is required.
• Worked with large accounts.
• Ability to work in fast pace environment with large volume work tasks
• Microsoft office experience, especially Excel.  AI use a plus
• Life and Health License will be required within a specified timeframe.

Skills

Communicating for Impact\: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.

Cross-functional Collaboration\: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.

Effective Communications\: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

Effective Presentations\: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.

Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and 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 their local communities. 

We are continuously investing 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.  Click Careers at Equitable to learn more. 

**********

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 [email protected].