Market Support Representative Employee

Equitable

Employee

TELECOMMUTE – US National

7/26/22

Job Description

Market Support Representative (Remote)

Primary Location : UNITED STATES

Schedule: Full Time

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 include but not limited to:

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 ? 71,000. 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.

Equitable Pay and Benefits:Equitable Total Rewards Program

This is a remote role

Qualifications

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Account Management , Client Services , Insurance

US National