CVP, National Account Executive (NAE) - West Region
New
N
New York LifeGroup insurance
United States, Pacific or Mountain time zonesFull-TimeVp
Salary$90,000 - $100,000 base salary + bonus + incentive compensation
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Job Details
- Experience
- Minimum 5 years in Account Management or Underwriting.
- Required Skills
- Presentation skillsFinancial analysisAccount Management
Requirements
- Bachelor’s degree or equivalent experience.
- At least 5 years of experience in Account Management or Underwriting.
- Group Life & Health Sales License required.
- Financial and analytical acumen.
- Strong presentation skills.
- Competitive market insight into group insurance products and strategies, specifically Absence, Life, and Supplemental Health.
Responsibilities
- Manage account engagement strategies and build consultative relationships with customers.
- Develop and execute annual plans for persistency, profitability, renewals, referrals, and account growth.
- Promote new products, initiatives, and value-added services across assigned accounts.
- Participate in pre-sale meetings and finalist presentations with Sales Representatives.
- Lead onboarding for new sold cases and additional lines of coverage, coordinating cross-functional partners for case installation.
- Oversee service requests, issue resolution, contract changes, and administrative inquiries with the Service Representative.
- Plan and lead quarterly client meetings, support annual enrollment, and pursue cross-sell opportunities.
- Coordinate renewal deliverables across underwriting, claims, and sales, and use trends and financial analysis to provide product and performance insights.
- Lead postmortem analyses for cancelled cases.
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