Senior Account Executive

1 week ago


New York, New York, United States New York Life Full time
Job Summary

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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