Market Client Partner

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.

Our Market Client Partner is a key connector across our business, partnering with brokers and customers to deliver a powerful, simple, high- impact experience. Working closely with Sales and Account Management, this role supports the full client lifecycle—driving new business success, retention, and growth through strong relationships and responsive, value- driven service.

As a trusted and visible point of contact, the MSR simplifies complex processes, strengthens partnerships, and elevates the overall customer experience through operational excellence and a deep understanding of client needs.

[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

• 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

The base salary range for this position is $47,000 - $67,000. 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