Sr. Account Executive (Corporate Vice President)


Date: Oct 4, 2021

Location: Bloomfield, CT, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.




Sr. Account Executive 


The Sr. 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.

Qualifications: The ideal candidate should possess

  • Knowledgeable resource regarding systems and processes internally/externally to meet the needs of clients
  • Ability to quarterback routine/complex issues and willing to be assertive when necessary
  • High energy and self-motivated who will work with a "sense of urgency" and a "take charge" attitude to partnering internally with matrix partners and external market needs
  • 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

Job Responsibilities: Profitable Growth/Retention

  • 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(external meetings, pipeline, renewals)

Other Job Duties

  • Participate in new hire 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



Role Competency

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

 Qualifications/Education Required

  • Excellent communication (verbal and written), presentation, and interpersonal skills
  • BA/BS Degree preferred
  • Life/Accident/Disability/Leave experience preferred
  • Licenses (Yes)
  • 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: Field Sales office



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 our Foundation. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 84768




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