Senior Account Manager, Employee Benefits

Equitable

Sr. Account Manager managing Employee Benefits for the West Region at Equitable.

Posted 5/12/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $105,000 per yearWebsite

About the role

Key responsibilities & impact

Build and maintain strong, professional relationships with assigned customers, brokers, and key stakeholders.
Manage a book of business in the 250+ life segment, driving growth and persistency.
Partner with Distribution and internal teams to deliver value-added solutions and meet service, growth, and retention objectives.
Lead renewal efforts by conducting detailed renewal analyses, making pricing recommendations with Sales Executives, and delivering timely, accurate renewal packages to brokers and GAs.
Achieve premium growth goals through add-coverage sales, acquisitions, plan design changes, and enrollment strategies.
Proactively assess client needs and develop clear communication plans for customers and brokers.
Collaborate closely with Sales Executives (SE), Marketing Service Representatives (MSR), Implementation Consultants, and internal service teams to resolve issues and ensure seamless client experiences.
Participate in finalist presentations, clearly articulating Equitable’s value proposition, partnerships, and product strengths.
Conduct regular client stewardship meetings, including claims and administrative reviews, identifying issues and recommending solutions or additional products.
Lead client education and outreach through in-person meetings, calls, virtual sessions, and ongoing communication.
Facilitate installation meetings post-implementation and educate clients and brokers on administrative processes and EB360 capabilities.
Stay informed on market and regulatory changes impacting clients and provide consultative guidance.
Use Salesforce to document activities and manage pipeline and account information.
Mentor MSRs and Regional Account Managers; support onboarding and ongoing development of new team members.

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience
3+ years professional work experience within the Employee Benefits/Group Insurance industry
Experience working in a Group Benefit design or Account Management (national, key, or strategic account)
State Life and Health insurance license or have ability to obtain within 30 days of hire

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

renewal analysispricing recommendationsadd-coverage salesplan design changesenrollment strategiesclient educationconsultative guidance

Soft Skills

relationship managementcommunicationcollaborationproblem-solvingmentoring

Certifications

Bachelor’s degreeState Life and Health insurance license