Regional Account Manager- Northeast (REMOTE)

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 manage 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.

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 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 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.

Location:

United States-Remote

Schedule:

Full‑time

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.

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