[Remote] Market Client Partner (REMOTE)

Note: The job is a remote job and is open to candidates in USA. Equitable is a company dedicated to helping clients secure their financial well-being. The Market Client Partner plays a crucial role in connecting brokers and customers to enhance their experience, supporting the client lifecycle through strong relationships and value-driven service.

Responsibilities

• 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

Skills

• 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

Benefits

• Base salary increases
• Spot bonuses
• Short-term incentive compensation opportunities
• Medical
• Dental
• Vision
• A 401(k) plan
• Paid time off

Company Overview