Senior Account Executive
1 week ago
We are seeking a highly skilled Senior Account Executive to join our Group Benefit Solutions team. As a key member of our distribution organization, you will be responsible for managing business relationships with mid-sized to large clients, ensuring exceptional service and driving proactive growth through upselling and cross-selling opportunities.
Key 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.
Requirements:
- Excellent verbal and written communication, presentation, and interpersonal skills.
- A BA/BS degree (preferred).
- Experience in Life/Accident/Disability/Leave (preferred).
- Relevant licenses.
- 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%.
What We Offer:
- A comprehensive benefits package, including leave programs, adoption assistance, and student loan repayment programs.
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and incentive compensation package.
About Us:
New York Life is a leading provider of life insurance and financial services. We are committed to improving local communities through a culture of employee giving and volunteerism, supported by the New York Life Foundation. We are proud to be recognized as one of Fortune's World's Most Admired Companies.
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