Regional Account Manager West Region, Employee Benefits (REMOTE)

Responsibilities

• Work with intermediaries (Brokers, GA's, TPA's) and customers within an assigned territory
• Build strong partner relationships within the assigned territory and act as their liaison
• Focus on assigned block of business and identify opportunities for premium growth
• Provide initial training to Brokers/Customers on our EB360 platform
• Accountable for the end-to-end account management experience of assigned cases
• Oversee 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
• 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
• Strong interpersonal skills, as well as excellent verbal presentation and written communication skills, also able to speak in front of groups
• Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering relationship with business partners and clients
• 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

Qualifications

• Self-motivated, works both independently and as a team, and has a 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)

Benefits

The base salary for this position is $75,000. This role is eligible for variable compensation. For eligible employees, Equitable provides a full range of benefits including medical, dental, vision, a 401(k) plan, and paid time off.