[Remote] Senior Associate, Account Executive (Life / Accident / Disability / Absence)

Note: The job is a remote job and is open to candidates in USA. New York Life is a company that delivers comprehensive insurance and absence management solutions for mid-sized and large companies. The Associate Account Executive role is responsible for managing a portfolio of clients, focusing on retention, growth, and service, while building strong relationships and pursuing upsell opportunities.

Responsibilities

• Serve as a trusted resource on products, coverages, systems, and processes
• Build and maintain strong partnerships with clients and brokers, positioning yourself as a local market expert
• Facilitate policy renewals, including census collection, underwriting negotiations, and presenting renewal recommendations
• Represent New York Life at industry events to strengthen knowledge and expand networks
• Identify and pursue upsell and cross-sell opportunities to expand client relationships
• Develop strategies to achieve profitability and retention goals for your assigned book of business
• Partner with underwriting and internal teams to negotiate policy changes on behalf of clients
• Navigate effectively within a matrix organization, coordinating with underwriting, sales, and service partners
• Actively participate in training and development efforts
• Participate in special projects, contributing ideas for process improvements
• Maintain accurate tracking across systems for renewals, pipeline, and client activities
• Ensure all activities meet compliance standards and company requirements

Skills

• Prior background in Life, Accident, Disability, and/or Leave benefits preferred
• Strong negotiation, influencing, and organizational skills with the ability to manage multiple priorities
• Exceptional written, verbal, and presentation skills; active listening is key
• High-energy, self-motivated, with a 'sense of urgency' and 'take-charge' attitude
• Proficiency in MS Office; ability to leverage and present technology/online tools effectively
• BA/BS degree preferred
• Required state licenses
• Required domestic travel up to 30% (overnight as needed)
• Preferred candidate location is within one of the following areas: Denver, Seattle, San Francisco, Los Angeles, San Diego, or Phoenix

Benefits

• Leave programs
• Adoption assistance
• Student loan repayment programs

Company Overview

Company H1B Sponsorship