Dedicated National Account Specialist


Date: Jun 2, 2022

Location: Remote, TX, 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.





The Dedicated National Account Specialist will have responsibility to support Life, Leave and Disability needs in the US, coordinate with internal partners in Human Resources and Operations, and work closely with New York Life Group Benefits Solutions (NYL GBS) on behalf of a large National Account client of GBS’s. Through partnership and active engagement with the National Account Executive (NAE), the Dedicated National Account Specialist will participate in development and execution of broad service strategies in support of assigned client’s benefit programs and administration in connection with NYL GBS products and services. The Dedicated National Account Specialist effectively manages business relationships and collaborates and communicates across all product/operational lines as necessary to ensure that systems and processes are in place to meet client/customer needs and drive efficiency.


Role Components (Responsibilities)


  • Support the day-to-day administration of NYL life, disability and leave programs in connection with internal administration including:
    • Weekly/Monthly auditing between client system and NYL to ensure accuracy
      • Daily manual processing of file errors unable to be loaded through integration file processing;
      • Weekly audit on pending STD pending to limit to 2 weeks of pay for hourly associates;
      • Manual tracking of Military leaves hitting milestones (6 months, 1 year, etc.)
      • Tracking and submission of tickets to payroll for overpayment situations and denied claims
    • Serving as HR resource for education on life, leave/disability;
    • Processing written notifications to HR/employees through key milestones associated with LTD;
    • Assisting escalated employee issues with filing, tracking and completing leave/disability leave through providing information, access to tools, and coordination with client HR, benefits staff, employee relations, and employee managers as needed;
    • Strong customer service to colleagues with respect to complex NYL benefit inquiries and issues;
    • Monitoring return to work activities and confirmation to facilitate client HRIS system updates;
    • Staying educated and up to date with benefit changes and state leave developments, including implications for current client programs.
      • Manual processing of state leave off-sets (i.e. PFL in California)
      • Completion of appropriate EDD forms and PFL
  • Educate and train HR/Managers of the National Account client on NYL benefits, services and tools.
  • Coordinate the integration, administration, reconciliations, and reporting between NYL and internal HR Operations and Payroll systems.
  • Coordinate with partners across NYL GBS and the National Account client to ensure service issues are managed proactively and in a timely manner.
  • Effectively collaborate with NAE and engage internal NYL service and matrix partners as needed.
  • Effectively engage with a variety of audiences at all levels of the assigned client.
  • Utilize leave and operations knowledge to help identify areas of improvement.




  • College Degree preferred.
  • 3+ years of related work experience.
  • Proficient knowledge of leave and disability programs either in a large, multi-state organization or supporting one, to include industry, product and administrative operations knowledge.
  • Experience with HR and payroll systems, such as Workday, and how leave and disability programs integrate with them on a day-to-day basis.
  • Excellent listening, negotiation, and communication skills.
  • Proficient in Microsoft Excel reporting and analysis
  • Customer focus; ability to meet customer expectations and act with a sense of urgency.
  • Demonstrated ability to translate complex issues, products or solutions into a concise and effective plan.
  • Demonstrated ability to thrive in highly matrixed roles and foster strong working relationships with customers, clients, and matrix team partners.
  • Excellent verbal and written communication skills.
  • Can work independently.
  • Demonstrated examples of critical thinking and execution.






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: 86803




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