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Regional Account Manager- Northeast (REMOTE)

July 4, 2026

Regional Account Manager- Northeast (REMOTE)

(2600008X)

Primary Location : UNITED STATES-Remote

Organization : Equitable

Schedule : Full-time

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 play a critical role in managing 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.

[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

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 the link below.

Equitable Pay and Benefits: 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 the 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.

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.

**********

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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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...