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

New York Life Insurance Co.; New York (NY); Remote; USD 75,000 - 95,000; Full time

Benefits offered by this job

Travel up to 30%

Incentive compensation

Field sales office

Job summary

New York Life seeks an Associate Account Executive to manage a client portfolio in the 250–499 lives segment, focusing on retention, growth, and service. You'll partner with clients, brokers, and internal teams to drive renewals and identify upsell opportunities.

You will develop through an 8-week training program, collaborate across underwriting, sales, and service, and contribute to process improvements while navigating a matrix organization.

Qualifications

• Experience in Life, Accident, Disability, and/or Leave benefits preferred.
• Strong negotiation, influencing, and organizational skills with the ability to manage multiple priorities.
• Exceptional written, verbal, and presentation skills; active listening is key.

Responsibilities

• Manage a portfolio of clients primarily in the 250–499 lives segment focusing on retention, growth and service.
• Build and maintain relationships with clients and brokers, support renewals, and pursue upsell/cross-sell opportunities.
• Collaborate with underwriting and internal teams; participate in training and special projects; ensure compliance in activities.

Skills

Negotiation

Relationship management

Communication

Project management

MS Office

Education

BA/BS degree

Tools

MS Office

Job description

Location Designation: Fully Remote

Group 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 Relationships

• Serve 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 & Retention

• Identify 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 & Leadership

• Navigate 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 & Operations

• Maintain 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 Training

• Complete 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.

Competencies

• Customer Focus
• Problem Solving
• Interpersonal Savvy
• Organizational Agility
• Perseverance
• Priority Setting
• Clear and Effective Communication

Working Conditions & Rewards

• Domestic 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.

Pay Transparency

Salary range: $75,000 + Sales Incentive

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

Actual 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 Benefits

We 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 Promise

We 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