U500 Account Executive

New York Life; Winters (TX); Remote; USD 90,000 - 100,000; Full time

Job summary

Join New York Life as an Account Executive where you will be pivotal in driving growth for our group insurance offerings. In this fully remote role, you will leverage your relationship-building skills and sales acumen to cultivate and manage a diverse portfolio of clients, ensuring their insurance needs are met effectively. Ideal candidates are proactive, well-organized, and possess a strong background in client service and relationship management. As part of a Fortune 100 company, you will benefit from a supportive and inclusive culture that values your contribution and invests in your professional growth.

Benefits

Comprehensive benefits package

Leave programs

Adoption assistance

Student loan repayment programs

Qualifications

• Excellent communication (verbal and written), presentation, and interpersonal skills.
• Experience in Life/Accident/Disability is preferred.
• Ability to use and present technology/online tools effectively.

Responsibilities

• Drive proactive new business pipeline from assigned book of business.
• Partner internally with sales reps and externally with brokers for growth opportunities.
• Deliver and participate in all aspects of renewal process.

Skills

Customer Focus

Organizational Agility

Problem Solving

Interpersonal Savvy

Negotiation and influencing skills

Education

BA/BS Degree preferred

Tools

MS Office

Job description

Location Designation:Fully Remote

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

Role Overview:

The Under 500 Account Executive role is a key part of our Group Benefit Solutions Life/Disability or Group Insurance Distribution organization that focuses on inforce growth on our small/mid-sized (50-500 lives) client base partnering closely with local brokers. The Account Executive is responsible for proactive growth (upselling and cross selling), as well as the profitability and retention on an assigned book of business. We are seeking a candidate that is a self-starter who likes building relationships and driving sales opportunities that will thrive in a fast paced environment.

What You'll Do:

• High energy and self-motivated who will work with a "sense of urgency" and a "take charge" attitude to partnering internally with sales reps and externally with brokers looking for growth opportunities and driving quote activity from inforce book
• Ability to quarterback routine/moderately complex issues and willing to be assertive when necessary
• Ability to navigate and develop relationships within a matrix organization (underwriting, sales, service partners)
• Demonstrates active listening, written and verbal skills
• Proactively identify and present client growth opportunities; work with matrix partners to guide successful implementation
• Team player, but able to work independently to reach common goals
• Well organized and able to handle multiple tasks at once while prioritizing as needed
• Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes
• Be accountable to deliver an exceptional client and broker service experience

• Drive proactive new business pipeline from assigned book of business. This includes sourcing RFPs, working with internal underwriting partners to provide quotes, delivering proposals & product presentations to client/brokers.
• Develop book management activities to ensure optimum upsell penetration
• Foster and expands deep client and producer relationships
• Drive profitability/retention in order to hit annual goals
• Deliver and participating in all aspects of renewal process including census attainment, underwriting negotiations, creating/delivering renewal letters, follow up renewal acceptances
• Facilitate and negotiate policy changes with underwriting on behalf of clients/brokers
• Attend and participate in industry events to further expand knowledge and relationships
• Maintaining compliance tracking in all appropriate systems as needed(pipeline, calls, renewals)

• Participate in new hire trainings and ongoing upskill training
• Be a resource, mentor, subject matter expert (internally/externally)
• Participate in special projects and bring forward process improvements with enthusiasm and strong work ethic

• Operates in a manner that promotes team success in conjunction with individual success
• Be honest and respectful in all dealings with clients/brokers and internal team
• Communicate effectively in ways that enhance productivity and builds respectful relationships

What You' Bring:

• Customer Focus
• Organizational Agility
• Problem Solving
• Informing
• Perseverance
• Interpersonal Savvy
• Priority Setting

• Excellent communication (verbal and written), presentation, and interpersonal skills
• BA/BS Degree preferred
• Life/Accident/Disability/Leave experience preferred
• Licenses
• Excellent MS Office skills
• Ability to use and present technology/online tools effectively
• Negotiation and influencing skills

Working Conditions

• Ability to travel domestically/overnight up to 30% may be required
• Base Pay + Incentive Comp
• Location: SW Region

#LI -EM1

#LI - REMOTE

Pay Transparency

Salary Range:$90,000 - $100,000 ( Base + Sales Incentives)

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.

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 hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.

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 theFoundation.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.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Job Requisition ID: 92053