Group Benefits Solutions - Account Executive


Posting Date: Sep 29, 2023

Location: San Diego, CA, 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.





Alternate locations: San Diego, CA (California); Glendale, CA (California); Phoenix, AZ (Arizona)


This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. 

The Account Executive role is a key part of our Group Benefit Solutions distribution organization that focuses on managing business relationships on inforce client’s mid/large size. (500-4,999 lives) The Account Executive will ensure exceptional service with clients and local brokers, and 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.




  • Ability to foster and expand deep client and producer relationships, for inforce and newly implementing clients.
  • Strong team player, able to quarterback both routine and complex issues with internal teams, based on inforce client needs. 
  • Well organized and able to handle multiple tasks independently, while prioritizing as needed.
  • Demonstrates active listening, written and verbal abilities.


Job Responsibilities: Profitable Growth/Retention


  • Drive profitability in and retention of inforce book.
  • Achieve annual goals, through proactive plan enhancements, open-enrollment offerings and renewal planning.
  • Partner with sales and underwriting teams in all aspects of renewal process including but not limited to gathering critical financial and group demographic data, strategizing with internal partners, creating/delivering renewal letters, following- up on 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 network
  • Maintain compliance tracking in all appropriate systems as needed (e.g. external meetings, renewals)


Other Job Duties: 


  • Participate in new hire 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 positive 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 (Yes)
  • 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 


This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. 






Salary range: 80,000 

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: 89273






Nearest Major Market: San Diego

Job Segment: Account Executive, HR, Underwriter, Compensation, Sales, Human Resources, Insurance