Account Executive #85382


Date: Jan 19, 2022

Location: Remote, WA, 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.




The 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 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. This role will support the North Pacific Region which consists of Northern CA, WA, OR and AK.




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 & 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 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(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




  • 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
  • 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




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: 85382




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