Job Description
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.
We’re seeking a dynamic Regional Account Manager to 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—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.
[Remote] – 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.
What You’ll Be Doing
Build and maintain strong partnerships with brokers and clients, serving as a trusted liaison across your assigned territory
Manage the licensing and appointment process for all producers while ensuring accurate and up-to-date broker/client information across systems, business plans, and compliance requirements
Own the end-to-end account management experience, including identifying growth opportunities, securing additional lines of coverage, and driving retention within your book of business
Lead the renewal process, partnering with Sales Executives on strategy, execution, and timely, accurate delivery of all renewal documentation
Proactively anticipate and respond to client and broker needs, delivering value-driven solutions and exceptional pre- and post-sale service, including resolving escalated issues
Provide account updates, insights, and solutions to leadership and project teams, identifying alternatives and driving effective problem resolution
Maintain a strong understanding of group insurance products, benefit offerings, and policy language to effectively support and educate clients and brokers
Travel as needed to build and strengthen relationships with brokers, consultants, and clients
Partner cross-functionally with Sales, Marketing, Underwriting, Billing, Eligibility, Claims, and Customer Service to deliver a seamless, high-quality client experience
The base salary range for this position is $70,000 - $90,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay,
Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
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 refer to the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
5+ years of account management experience, ideally supporting strategic partners, national accounts, and high-net-worth clients, with demonstrated success managing large, complex relationships
Bachelor’s degree or equivalent experience
Proven ability to manage large, high-volume workstreams in a fast-paced environment while effectively project managing client needs through to completion
Experience collaborating cross-functionally to develop client presentations and deliver strategic solutions
Strong knowledge of the insurance industry (sales, underwriting, or operations), including a solid understanding of employee benefits (life, dental, disability) and the RFP process
Advanced proficiency with Microsoft Office Suite (especially Excel); experience leveraging AI tools is a plus
Ability to build and maintain strong relationships across internal and external stakeholders, partnering effectively to drive outcomes
Willingness and ability to obtain a Life and Health License within a specified timeframe
Skills
Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.
Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
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.
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].