Client Facing Account Manager


Date: Oct 1, 2021

Location: Remote, AZ, 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.




Client Facing Account Manager

The Client Facing Account Manager (CFAM) holds strategic oversight for operational execution supporting all products, programs and service lines within a book of business. The CFAM partners and actively engages with National Account Executives (NAE) to understand each client’s business strategy and objectives, and leads a matrix team of internal colleagues to ensure that the individual client’s needs are met and any internal barriers / potential problems are averted. The CFAM is responsible for resolving complex client inquiries and non-routine problems using independent judgment and discretion. The CFAM updates and follows up with business partners to secure key deliverables and due dates are met.


  • Serve as matrix team leader to ensure service issues are managed proactively and in a timely manner. Proactively reviews and suggests improvements to existing procedures that will ultimately result in greater client satisfaction and increased efficiencies
  • Participate in new client implementations to introduce the Account Team concept and develop relationships with key client partners
  • Prepare / deliver web and phone presentations with the client to education and train on benefits, services and tools
  • Participate in regularly scheduled feedback and information exchange sessions with key business partners
  • Serves as the product and capabilities expert through in-depth knowledge and effective SME collaborations
  • Serves as conduit for elevating concerns surrounding customer delivery, retention, and growth opportunities to the segment/enterprise


  • Proficient knowledge (minimum 3 years) of Group Insurance business; to include many or all of the following:  relevant sales experience, industry and product knowledge. Basic understanding of the following: Underwriting risk and financial analysis skills, understanding of competitor landscape and sales process
  • Bachelor’s degree or equivalent experience required
  • Ability to travel up to 25% of the time, domestic / overnight as needed
  • Exceptional Relationship Management skills; ability to develop and foster relationships with clients, producers and matrix team partners at any level within an organization
  • Demonstrated ability to translate complex issues, products and/or solutions into a concise and effective plan
  • Excellent communication, presentation, negotiation and influencing skills. Ability to use diplomacy/negotiation skills to eliminate barriers (both internal and external) and drive towards a solution
  • Demonstrated planning/organizational skills; ability to plan for both the long and short term, ability to work on many issues at once and to prioritize work
  • Customer focus; ability to meet customer expectations and act with a sense of urgency
  • Possesses or demonstrates ability to obtain necessary Group Life Health Sales licenses


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: 84532




Nearest Major Market: Phoenix

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