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.
Our Market Client Partner is a key connector across our business, partnering with brokers and customers to deliver a powerful, simple, high-impact experience. Working closely with Sales and Account Management, this role supports the full client lifecycle—driving new business success, retention, and growth through strong relationships and responsive, value-driven service.
As a trusted and visible point of contact, the MSR simplifies complex processes, strengthens partnerships, and elevates the overall customer experience through operational excellence and a deep understanding of client needs.
[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
Establish and maintain strong, professional relationships with assigned customers and brokers
Collaborate with Distribution and internal partners to meet customer expectations, deliver value-added solutions, and support growth and persistency objectives while promoting our powerfully simple and agile model
Develop a deep understanding of key brokers and customers within the assigned market/territory
Partner with Sales Executives and Account Managers on renewal preparation, strategy, and delivery, ensuring all renewals are delivered timely, accurately, and fully documented
Support pipeline management in Salesforce (CRM) and ensure all customer and broker activities are clearly documented
Partner with the Implementation team to ensure successful activation of new groups, meeting all broker and client expectations
Take full ownership and accountability for all service-related requests, managing through resolution and confirming completion with customers in alignment with SLAs (including product/policy questions, administrative changes, billing, claims, enrollment, and general support)
Proactively communicate with customers, educating and guiding them on products, tools, and resources to support future needs
Build and maintain strong working relationships with Account Managers, Sales Executives, and internal partners across the organization
Clearly articulate the value of Equitable, our partnerships, and our product offerings
Provide post-implementation outreach to educate clients and brokers on administrative policies and the EB360 portal
Stay current on market trends and changes, providing insights and consultation to address evolving client needs
The base salary range for this position is $47,000 - $67,000. 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
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
Prefer experience working with strategic partner and/or national account clients
Skills
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
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.
Knowledge of Insurance Operations: Knowledge of the full spectrum of activities, practices, tools and considerations for insurance operations; ability to apply knowledge of insurance operations to provide administrative support to the insurance business.
Knowledge of Product Line: Knowledge of methodologies, tools and techniques for specific products; ability to develop product line processes and strategies.
Planning and Organizing: Knowledge of the process of planning and arranging tasks and resources; ability to plan and organize both time and resources to get things completed while structuring and maintaining work in a systematic and highly methodical way.
Relationship Building: Knowledge of the importance of creating positive relationships within the team and ability to develop trusting relationships by valuing others' concerns and contributions.
#LI-Remote
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].