Remote National Accounts Exec - West Region

New York Life Insurance Co.; New York (NY); Remote; USD 90,000 - 100,000; Full time

Job summary

New York Life Insurance Co. is seeking a National Account Executive (NAE) to strategically manage large and complex national accounts.

You will drive revenue through deep client engagement, consultative partnerships, and cross-sell opportunities, with up to 25% travel and a preferred location in Pacific/Mountain time zones or Texas. Lead annual plans for persistency and profitability, oversee onboarding of new cases, and coordinate with underwriting, claims, and sales to deliver superior

Qualifications

• Bachelor's degree or equivalent experience required.
• Minimum 5 years in Account Management or Underwriting.
• Group Life & Health Sales License required.
• Financial and analytical acumen with strong presentation skills.
• Competitive market insight into group insurance products and strategies – Absence, Life, and Supplemental Health.

Responsibilities

• Strategic account management with deep client relationships.
• Develop annual books of business plans for persistency and profitability.
• Participate in pre-sale meetings and support sales teams.
• Oversee onboarding of new cases and cross-coverage implementations.
• Manage service requests and client communications through account lifecycle.
• Lead quarterly client meetings and pursue upsell opportunities.
• Coordinate renewals with underwriting, claims, and sales.

Skills

Account management

Underwriting

Sales license

Presentation skills

Financial analysis

Market insights

Education

Bachelor's degree or equivalent

Job description

New York Life Insurance Co. is seeking a National Account Executive (NAE) to strategically manage large and complex national accounts.

You will drive revenue through deep client engagement, consultative partnerships, and cross-sell opportunities, with up to 25% travel and a preferred location in Pacific/Mountain time zones or Texas. Lead annual plans for persistency and profitability, oversee onboarding of new cases, and coordinate with underwriting, claims, and sales to deliver superior