Regional Account Manager – Northeast

Equitable

Regional Account Manager responsible for managing partner relationships to secure financial well-being at Equitable. Working remotely while collaborating with teams for outstanding customer service.

Posted 5/5/2026full-timeCharlotte • New York, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Oversees the renewal process for all cases.
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.

Requirements

What you’ll need

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.
Proven ability to work with high net worth, national account clients.
Ability to manage large workstreams as needed.
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.

Benefits

Comp & perks

medical
dental
vision
401(k) plan
paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementinsurance salesunderwritingoperationsemployee benefitsRFP processpresentation developmentproject managementproblem solvingcustomer service

Soft Skills

relationship buildingproactive responsecommunicationcollaborationorganizational skillsadaptabilitytime managementnegotiationcritical thinkingcustomer focus

Certifications

Life and Health License