Senior Associate, Associate Account Executive (Life/Accident/Disability/Absence)

New York Life Insurance Co.; New York (NY); Remote; USD 68,000 - 83,000; Full time

Benefits offered by this job

Full benefits package

Leave programs

Student loan repayment

Job summary

New York Life is seeking an Associate Account Executive to manage a portfolio of 250–499 lives with a focus on retention, growth and service. You will partner with clients and brokers to support renewals, negotiate terms and identify upsell opportunities.

The role offers development towards AE positions and requires strong negotiation and communication skills, with travel up to 30% and a base salary plus incentive plan.

Qualifications

• Experience in Life, Accident, Disability, or Leave benefits preferred.
• Strong negotiation, influencing and organizational skills.
• Excellent written and verbal communication and active listening.
• BA/BS degree preferred; state licenses required.

Responsibilities

• Build and maintain client and broker relationships.
• Support renewals with census, underwriting and renewal recommendations.
• Identify upsell and cross-sell opportunities to grow book of business.
• Collaborate with underwriting and internal teams on policy changes.
• Participate in training, development and process improvements.

Skills

Negotiation

Influencing

Organizational skills

Communication

Active listening

Education

BA/BS degree

Tools

MS Office

Job description

Job DescriptionRequisition ID94857DepartmentGroup Benefit SolutionsJob FunctionGroup Benefit SolutionsLocationRemote,New York,United StatesRole Location DesignationFully RemoteLocation Designation: Fully RemoteGroup Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.Role Overview:The Associate Account Executive (Associate AE) is a developmental role designed as a career path into the Account Executive position. The role is responsible for managing a portfolio of clients primarily in the 250–499 lives segment with a focus on retention, growth, and service. The Associate AE partners closely with clients, brokers, and internal business partners to support renewals, strengthen client relationships, and deliver a high level of service, including a focus on upsell and cross-sell opportunities. This role provides structured development to prepare talent for progression into larger segment Account Executive roles. We’re looking for a self-starter who thrives in a fast-paced environment, values building strong relationships, and is motivated by creating growth opportunities for both clients and the organization.** Preferred candidate location is within one of the following areas: Chicago, Kansas City, St. Louis. **What You'll Do:Client & Broker RelationshipsServe as a trusted resource on products, coverages, systems, and processes.Build and maintain strong partnerships with clients and brokers, positioning yourself as a local market expert.Facilitate policy renewals, including census collection, underwriting negotiations, and presenting renewal recommendations.Represent New York Life at industry events to strengthen knowledge and expand networks.Growth & RetentionIdentify and pursue upsell and cross-sell opportunities to expand client relationships.Develop strategies to achieve profitability and retention goals for your assigned book of business.Partner with underwriting and internal teams to negotiate policy changes on behalf of clients.Collaboration & LeadershipNavigate effectively within a matrix organization, coordinating with underwriting, sales, and service partners.Actively participate in training and development efforts.Participate in special projects, contributing ideas for process improvements.Compliance & OperationsMaintain accurate tracking across systems for renewals, pipeline, and client activities.Ensure all activities meet compliance standards and company requirements.What You'll Bring:Experience: Prior background in Life, Accident, Disability, and/or Leave benefits preferred.Skills: Strong negotiation, influencing, and organizational skills with the ability to manage multiple priorities.Communication: Exceptional written, verbal, and presentation skills; active listening is key.Mindset: High-energy, self-motivated, with a “sense of urgency” and “take-charge” attitude.Tools: Proficiency in MS Office; ability to leverage and present technology/online tools effectively.Education: BA/BS degree preferred.Licensing: Required state licenses.Development and TrainingComplete structured 8-week training program, including mentorship milestones.Apply feedback to strengthen competencies in client engagement, presentation, and book management.Demonstrate readiness for promotion into the AE role.CompetenciesCustomer FocusProblem SolvingInterpersonal SavvyOrganizational AgilityPerseverancePriority SettingClear and Effective CommunicationWorking Conditions & RewardsDomestic travel up to 30% (overnight as needed).Base salary plus incentive compensation.Field sales office location.Colorado Statement:It is recommended that all qualified candidates apply to this posting as soon as possible. Residents of Colorado are hereby notified that the deadline to apply is two weeks from the Posting Date listed above.#LI-SV1#LI-REMOTEPay TransparencySalary range: $75,000 + Sales IncentiveOvertime eligible: ExemptDiscretionary bonus eligible: NoSales bonus eligible: YesActual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.Our BenefitsWe provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.Our Diversity PromiseWe believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.Job Requisition ID: 94857#GBS