Sales Desk Associate

New York Life•Pittsburgh, PA

7d•Hybrid

About The Position

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.

Requirements

Bachelor’s degree preferred
Strong communication, organization, and attention to detail
Customer-focused mindset
Ability to manage multiple priorities
Willingness to learn and grow
Proficiency with Microsoft Office
Salesforce a plus

Responsibilities

Classroom and virtual instruction on group insurance products, systems, and sales processes
Hands-on exercises focused on quoting, proposal development, and sales operations
Exposure to internal partners including underwriting, pricing, product, marketing, and service and claim operations
Company-sponsored licensing to enable you to sell group insurance products
Mentorship, coaching, and structured learning milestones
Support quoting and proposal generation for employer groups in the select market (50-250 lives)
Own the end-to-end RFP process from intake to proposal delivery
Track quote activity and maintain systems
Assist with implementation coordination and onboarding
Partner with Sales Desk Lead and sales representatives within assigned region to drive growth within the select market
Manage broker and client relationships within assigned book of business
Promote NYLGBS products and solutions through active market engagement
Drive new business opportunities through broker partnerships
Act as a trusted partner to internal and external stakeholders