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About the Role

The Associate Account Executive (Associate AE) is a developmental role designed as a career path into the Account Executive position. The role is responsible for managing a portfolio of clients primarily in the 250–499 lives segment with a focus on retention, growth, and service. The Associate AE partners closely with clients, brokers, and internal business partners to support renewals, strengthen client relationships, and deliver a high level of service, including a focus on upsell and cross-sell opportunities. This role provides structured development to prepare talent for progression into larger segment Account Executive roles. We’re looking for a self-starter who thrives in a fast-paced environment, values building strong relationships, and is motivated by creating growth opportunities for both clients and the organization.

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.

Requirements

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.
Required state licenses.

Skills

Negotiation
Influencing
Organization
Client Engagement
Presentation
Book Management
MS Office Proficiency
Technology/Online Tools

Location

Fully Remote
Chicago
Kansas City
St. Louis

Work Type

Fully Remote
Field sales office location

Experience Level

Associate

Education Level

BA/BS degree preferred

Salary/Compensations

$75,000 + Sales Incentive

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

About the Company

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies.
Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most.
At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions.
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.

Equal Opportunity

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.