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

Summary

New York Life provides financial security and peace of mind through absence, accident, disability, voluntary benefits, and life insurance solutions. The Associate Account Executive manages a portfolio of clients, supports renewals, builds client and broker relationships, identifies growth opportunities, and coordinates with internal teams while developing toward an Account Executive role.

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
• Complete structured 8-week training program, including mentorship milestones
• Apply feedback to strengthen competencies in client engagement, presentation, and book management
• Demonstrate readiness for promotion into the AE role

Skills

• * **Skills:** Strong negotiation, influencing, and organizational skills with the ability to manage multiple priorities
• * **Communication:** Exceptional written, verbal, and presentation skills; active listening is key
• * **Mindset:** High-energy, self-motivated, with a “sense of urgency” and “take-charge” attitude
• * **Tools:** Proficiency in MS Office; ability to leverage and present technology/online tools effectively
• * **Licensing:** Required state licenses
• * Domestic travel up to 30% (overnight as needed)
• * **Experience:** Prior background in Life, Accident, Disability, and/or Leave benefits preferred
• * **Education:** BA/BS degree preferred
• ** Preferred candidate location is within one of the following areas: Chicago, Kansas City, St. Louis. **

Qualifications

Must Haves

• * **Skills:** Strong negotiation, influencing, and organizational skills with the ability to manage multiple priorities
• * **Communication:** Exceptional written, verbal, and presentation skills; active listening is key
• * **Mindset:** High-energy, self-motivated, with a “sense of urgency” and “take-charge” attitude
• * **Tools:** Proficiency in MS Office; ability to leverage and present technology/online tools effectively
• * **Licensing:** Required state licenses
• * Domestic travel up to 30% (overnight as needed)

Nice to Haves

• * **Experience:** Prior background in Life, Accident, Disability, and/or Leave benefits preferred
• * **Education:** BA/BS degree preferred
• ** Preferred candidate location is within one of the following areas: Chicago, Kansas City, St. Louis. **

Benefits

• Sales incentive compensation
• Structured 8-week training program, including mentorship milestones
• Fully remote work arrangement
• Leave programs
• Adoption assistance
• Student loan repayment programs