Market Support Representative – Group Insurance
Equitable
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
Visit company websiteExplore more
Salary
💰 $47,000 - $67,000 per year
About the role
- Establishes and maintains productive, professional relationships with assigned customers and brokers.
- Collaborates with Distribution and all internal partners to meet customer’s expectations and provide value-added solutions and meet growth and persistency objectives and manage customer’s expectations, provide value-added service solutions and promote our powerfully simple and agile model.
- Understands key brokers and customers within the assigned market/territory.
- Partners with Sales and Executive and Account Manager on renewal preparation, strategy and delivery.
- Ensure timely and accurate delivery of all renewals.
- Maintain all renewal documentation and actions.
- Assist in pipeline management within Salesforce (CRM).
- Utilize Salesforce to manage all service requests, ensure all relevant customer, and broker activities are clearly documented.
- Partnering with the Implementation team to ensure that all new groups have successfully been activated and ensuring all broker and client expectations have been achieved.
- Takes complete ownership and accountability for all service-related requests (outside of CS score of responsibilities) and follows up through completion and confirmation back to customers to meet their expectations along with internal SLA’s.
- Service requests include but not limited to product/policy questions, administrative changes, billing concerns, claims inquiries, enrollment completion, customer education, general account management support.
- Proactively communicates with customers and helps guide and educate them on all tools and resources available to them for future needs by understanding our product portfolio and the details of each product.
- Develops and maintains excellent working relationships with the Account Manager and Sales.
- Executive in the assigned market/territory as well as all other internal business partners.
- Understands and clearly explains the value of Equitable, our business partnerships and the strength of our products.
- May provide upon completion of the implementation process a pro-active outreach call to educate.
- Clients and Brokers on Equitable’s administrative policies and EB360 portal.
- Provides sales support by managing RFP inventory and Proposal Process to include: Reviewing RFP data, discerning the data received and partnering with SE and Underwriting to underwrite and release a proposal.
- Partnering with underwriting to ensure proposals are on track to meet due dates.
- Remains up to date on market changes that impact their clients and provides consultation on how Equitable may support their changing needs.
Requirements
- College degree or commensurate experience
- Ability to work with the various internal partners and support account management team
- Some account management background
- Extremely organized and great written communication skills
- Ability to work in fast pace environment with large volume work tasks
- Microsoft office experience, especially Excel
Benefits
- medical
- dental
- vision
- 401(k) plan
- paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementpipeline managementRFP managementproposal processcustomer educationservice request managementadministrative changesclaims inquiriesenrollment completionbilling concerns
Soft Skills
relationship buildingcollaborationcommunicationorganizationaccountabilityproactive outreachcustomer serviceproblem-solvingtime managementadaptability
Certifications
college degree