Senior Associate, Associate Account Executive (Life/Accident/Disability/Absence)
New
N
New York LifeGroup benefits insurance
Source API remote eligibility restrictions: United States; Fully RemoteFull-TimeSenior
Salary$75,000 + Sales Incentive
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Job Details
- Required Skills
- MS OfficeNegotiationOrganizational skillsPresentation skillsClient relationship management
Requirements
- Prior background in Life, Accident, Disability, and/or Leave benefits is preferred.
- Strong negotiation and influencing skills.
- Strong organizational skills and ability to manage multiple priorities.
- Exceptional written, verbal, and presentation skills; active listening is key.
- Proficiency in MS Office.
- Ability to leverage and present technology and online tools effectively.
- Required state licenses.
- A BA/BS degree is preferred.
- Complete the structured 8-week training program, including mentorship milestones.
- Domestic travel up to 30%, with overnight travel as needed.
Responsibilities
- Manage a portfolio of clients primarily in the 250–499 lives segment, with a focus on retention, growth, and service.
- Serve as a resource on products, coverages, systems, and processes for clients and brokers.
- Build and maintain client and broker partnerships and develop local market expertise.
- Facilitate policy renewals, including census collection, underwriting negotiations, and renewal recommendations.
- Identify and pursue upsell and cross-sell opportunities.
- Develop strategies to achieve profitability and retention goals for the assigned book of business.
- Coordinate with underwriting, sales, and service partners on client policy changes.
- Track renewals, pipeline, and client activities across systems and ensure activities meet compliance standards.
- Participate in training, development, special projects, and process improvement efforts.
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