Vice President of Client Management


Date: Jun 19, 2022

Location: Charlotte, NC, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.





This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. Under certain circumstances, will consider a remote option.


The Vice President of Client Management role is a leadership role within the Group Benefit Solutions Distribution organization that focuses on maximizing the inforce book, specifically driving inforce growth through upsells/cross sells, driving persistency, and executing renewals on our 50-5000 lives client base.


Qualifications: The ideal candidate should possess


  • Strong leadership skills; ability to effectively hire, develop and lead a team to high performance maximizing inforce growth opportunities.
  • Excellent communication (verbal and written), presentation, and interpersonal skills.
  • Deep understanding of Cigna product solution features and market dynamics in the Group Insurance space
  • Ability to navigate and build relationships internally
  • Strong organizational and execution skills.
  • Strong Negotiation and influencing skills.
  • Ability to quarterback complex issues. 
  • Ability to handle multiple tasks at once while prioritizing as needed.
  • Be a local market leader and resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes.


Job Responsibilities: Profitable Growth/Retention


  • Responsible for the Market’s inforce book; includes persistency and growth via both upsell and re-enrollment
  • Participates in the development of business plans to achieve regional goals.
  • Develop regional strategies in support of persistency, inforce sales, and renewal goals. 
  • Leadership responsibilities of the O500 Account Executives and direct reporting relationship of the U500 Account Executives and; responsible for coaching, on-boarding, training including upskilling, mentoring, and developing team to achieve needed results. 
  • Develop, foster, and expand deep client and producer relationships establishing leadership presence in the local market.
  • Partners with RMM's and Client Advocacy on service escalations driving issues to resolution with a key focus on identifying root cause and trends for further analysis.
  • Participate in projects representing the field, client, and customer viewpoints with an eye towards growth and the client/customer experience. 


Role Competency/ New York Life Competency (Click link to access more details)


  • Customer Centricity
  • Matrix Leadership
  • Driving Results
  • Strategic Mindset
  • Professional/Interpersonal Savvy
  • Business Acumen
  • Problem Solving
  • Assessing Talent
  • Motivating Others


Qualifications/Education Required


  • BA/BS Degree required
  • 5+ years of professional experience in the Group insurance industry with a background in sales and/or client management
  • Licenses (Yes)


Working Conditions


  • Ability to travel domestically/overnight up to 25% may be required
  • Base Pay + Incentive Comp
  • Location: Mid Atlantic Region – Philadelphia, DC and Carolinas markets. The ideal candidate can work in one of the field sales offices within those territories and is based within the geography of the Region


This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. Under certain circumstances, will consider a remote option.



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 the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. 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: 86457




Nearest Major Market: Charlotte

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