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Sr. Account Manager, Employee Benefits

Equitable · US

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. Equitable is...

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. Equitable is looking for a: Sr. Account Manager (SAM) to join our Employee Benefits team and support the West Region ! The SAM is responsible for the strategic relationship and economic management of a portfolio of group benefits clients with annualized premiums of $20M . This role serves as a key relationship management and revenue-driving leader for clients, brokers, and the Equitable organization, with a strong focus on building long-term growth and portfolio persistency through effective internal and external partnerships. The SAM represents the full suite of employer- and employee-paid Equitable Employee Benefits products and services for assigned brokers, general agents, and clients. Acting as a trusted advisor, the SAM proactively identifies opportunities to grow revenue through both organic expansion and cross-sell strategies, while educating and training brokers and clients to maximize value. This role requires a customer-centric mindset balanced with a strong understanding of Equitable's business objectives. The SAM...