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Market Support Representative- Group Insurance Required (Remote)

Market Support Representative- Group Insurance Required (Remote)

(230000IO)
Primary Location : UNITED STATES-NC-Charlotte
Other Locations : UNITED STATES-NY-New York, UNITED STATES, UNITED STATES-NJ-Jersey City
Organization : Equitable
Schedule : Full-time
Description


Description

At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Market Support Representative (MSR) is a dedicated resource for brokers and customers in a defined market/territory. This role will work closely with our Sales Executive and Account Management team to provide an overall simply powerful experience. This position will be focused on meeting the pre/post-sale needs of our customers which will have a direct impact on the success of new business sales, persistency, and growth of the block of business. The Market Support Representative will build relationships at the broker and customer level and establish themselves as a direct contact to meet the needs of our customers.

Responsibilities

  • Establishes and maintains productive, professional relationships with assigned customers and brokers
  • Collaborates with Sales and Account Management to provide overall service and operational support to meet customer’s expectations and provide value-added service solutions and promote our powerfully simple and agile model. Understands key brokers and customers within the assigned market/territory
  • Coordinating & participating in pre-sale discussions regarding plan design, implementation, and enrollment solutions
  • Reviewing RFPs and proposal for accuracy and completeness, working closely with internal team and external partners to identify and produce any missing components
  • Assisting Sales Executive in pipeline management within Salesforce (CRM)
  • Utilize Salesforce to manage all service requests, and ensure all relevant customer and broker activities are documented
  • Identify appropriate licensing and appointment requirements, and request necessary paperwork, from Producers and Agencies.
  • Partnering with the Implementation team to ensure that all new groups are successfully implemented, ensuring all broker and client expectations are met
  • Takes complete ownership and accountability for all service-related requests and follows up through completion and confirmation back to customers to meet their expectations along with internal SLA’s. Service requests include but not limited to product/policy questions, administrative changes, billing concerns, claims inquiries, enrollment completion, customer education, general account management support
  • Proactively communicates with customers and helps guide and educate them on all tools and resources available to them for future needs by understanding our product portfolio and the details of each product
  • Develops and maintains excellent working relationships with the Account Manager and Sales Executive in the assigned market/territory as well as all other internal business partners
  • Understands and clearly explains the value of Equitable, our business partnerships and the strength of our products
  • Conducts consistent, proactive education/outreach with brokers/customers in scheduled callouts, email, team calls, etc.

The base salary range for this position is $45,000-$66,000. 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 reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program


Qualifications


Required Qualifications

  • 2+ years of employee benefits or insurance
  • Ability to present complex information in a clear manner, both orally and in writing.
  • Strong computer skills, including Microsoft Office (i.e., Word, Excel, Outlook, and PowerPoint)
  • Superior customer service skills
  • Excellent verbal and written communication skills
  • Results oriented and goal driven with superior service delivery and collaboration kills
  • Develops a high level of credibility with internal and external partners
  • Self-starter; able to work successfully both independently and interdependently within a team environment and within a mobile environment
  • Strong analytical and problem-solving skills

Preferred Qualifications

  • College degree preferred, but not required

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.

Insurance Legal and Regulatory Environment: Knowledge of federal, state and local laws and regulations; ability to comply with these laws and regulations in insurance industry practices and activities.

Insurance Policies Management: Knowledge of issues, components, content and operations related to insurance policies; ability to create, revise, implement and manage the policies.

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.

Telephone-Based Customer Servicing: Knowledge of customer service delivered via telephone; ability to deal with handling customer inquiries and responses received by telephone.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

#LI-Remo


ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; 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.

**********

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 TalentAcquisition@equitable.com

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CEO of Equitable Advisors
Equitable Advisors CEO photo
Mark Pearson
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Equitable Advisors is an established financial services leader, helping clients reach their goals through investment services, risk management and financial planning. Equitable Advisors focuses on a face-to-face consultative relationship with clie...

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DATE POSTED
July 20, 2023

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