Vice President, Client Management - Boston


Date: May 23, 2023

Location: Needham, MA, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



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 Vice President of Client Management role is a leadership role within the Group Insurance 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 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 Client Managers 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 Regional Market Manager'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
•    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 50% may be required
•    Base Pay + Incentive Comp
•    Location: Boston






Salary range: $80,000 - $110,000 

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

Job Requisition ID: 88897






Nearest Major Market: Boston

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