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 seeking a Regional Account Manager (RAM) to join our Employee Benefits team and support the West Region! The RAM will drive growth, strengthen broker and client partnerships, and deliver a seamless end-to-end experience across a defined territory. As a trusted liaison, you’ll play a critical role in managing the full account lifecycle—from onboarding and renewals to ongoing relationship management—for employer groups with 75 to 249 lives - while proactively identifying opportunities to expand and retain business.
In this highly collaborative role, you’ll partner closely with Sales, Underwriting, and internal teams to deliver value-driven solutions, resolve complex challenges, and elevate the overall client experience - all while contributing directly to the growth and success of our portfolio. Flexibility with schedule to support clients across Pacific, Mountain and Central Time Zones is needed while.
What You’ll Be Doing
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
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 for this position is $75,000. This role is eligible for variable compensation.
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
Required Qualifications
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
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)
Skills
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.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
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.
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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].