Under 500 Account Executive


Date: Jan 25, 2023

Location: Greenwood Village, CO, US

Company: New York Life Insurance Co

Location Designation: Hybrid 

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.


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.





The Under 500 Account Executive role is a key part of our Group Benefit Solutions Life/Disability or Group Insurance Distribution organization that focuses on inforce growth on our small/mid-sized (50-500 lives) client base partnering closely with local brokers.  The Under 500 Account Executive 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

  • High energy and self-motivated who will work with a "sense of urgency" and a "take charge" attitude to partnering internally with sales reps and externally with brokers looking for growth opportunities and driving quote activity from inforce book
  • Ability to quarterback routine/moderately complex issues and willing to be assertive when necessary
  • 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

  • Drive proactive new business pipeline from assigned book of business.  This includes sourcing RFPs, working with internal underwriting partners to provide quotes, delivering proposals and product presentations to client/brokers
  • 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 participate 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 (pipeline, calls, renewals)

Other Job Duties

  • Participate in new hire trainings 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


  • Operate 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
  • 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: Denver, Dallas or Houston







Salary range: 70,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.


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 www.NewYorkLife.com.

Job Requisition ID: 88526






Nearest Major Market: Denver

Job Segment: Account Executive, Underwriter, Field Sales, Social Media, Sales, Insurance, Marketing