Senior Associate, Account Executive

New York Life Insurance • Walnut Creek, CA

23d • $100,000 - $125,000 • 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. Click here to learn more about Group Benefits solutions. Position may be hired at either level: Senior Associate, Account Executive Corporate Vice President, Senior Account Executive Role Overview: The Account Executive role is a key part of our Group Benefit Solutions distribution organization that focuses on managing business relationships on inforce client’s mid/large size. (500-4,999 lives) The Account Executive will ensure exceptional service with clients and local brokers and 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.

Requirements

• BA/BS degree (preferred).
• Excellent verbal and written communication, presentation, and interpersonal skills.
• Experience in Life/Accident/Disability/Leave/Voluntary Benefits required.
• State life and health licenses required.
• Proficiency in MS Office and the ability to use and present technology and online tools effectively.
• Strong negotiation and influencing skills.
• A customer-focused approach, organizational agility, problem-solving ability, and perseverance.
• The ability to travel domestically and overnight up to 30%.

Responsibilities

• Act as a knowledgeable resource regarding internal and external systems and processes to meet client needs.
• Proactively address routine and complex issues with assertiveness and high energy.
• Collaborate with underwriting, sales, and service partners within a matrix organization.
• Demonstrate strong active listening, written, and verbal skills.
• Identify and present client growth opportunities, ensuring successful implementation with matrix partners.
• Manage multiple tasks efficiently, prioritizing as necessary.
• Stay informed about insurance coverages, products, and industry updates to provide exceptional client and broker service.
• Drive profitable growth and retention through deep client and producer relationships.
• Participate in the renewal process, including negotiations and policy changes.
• Attend industry events to expand knowledge and relationships.
• Maintain compliance tracking and participate in new hire and ongoing training.
• Mentor others and contribute to special projects and process improvements.
• Foster team success while achieving individual goals, maintaining honesty and respect in all dealings.
• Communicate effectively to enhance productivity and build respectful relationships.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees