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About the Role
Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies, fostering a healthier, happier, and more secure workforce. This role focuses on driving revenue through deep customer engagement, consultative partnership, and the sale of additional products and services, while maintaining persistency, profitability, and customer satisfaction.
Responsibilities
- Manage a disciplined engagement process including goals, strategies, and tactics to grow and retain a book of business.
- Develop deep, trust-based relationships that support a consultative partnership with customers.
- Act as a strategic advisor, ensuring alignment to customer objectives and evolving business needs.
- Build and execute annual plans to achieve targets for persistency, profitability, renewals, and referrals.
- Maintain strong ownership of results and demonstrate urgency to exceed performance expectations.
- Promote new products, initiatives, and value-added services across assigned accounts.
- Participate in pre-sale meetings and finalist presentations.
- Partner with Sales Representatives to enhance producer relationships and improve sales success rates.
- Identify and develop credible referral opportunities.
- Lead onboarding of new sold cases and additional lines of coverage.
- Establish expectations with clients and producers regarding contract provisions and requirements.
- Coordinate cross functional partners to ensure accurate and timely case installation.
- Collaborate closely with the National Account Service Representative to maintain smooth administrative setup.
- Oversee service requests, issue resolution, contract changes, and administrative inquiries in partnership with the Service Representative.
- Maintain proactive communication with clients and producers throughout the lifecycle of the account.
- Plan and lead quarterly client meetings with proactive, strategic agendas.
- Monitor changes in client needs, HR priorities, and corporate environments to anticipate emerging opportunities.
- Support annual enrollment planning and execution.
- Identify and pursue additional lines of coverage and cross sell opportunities.
- Coordinate renewal deliverables across underwriting, claims, and sales.
- Leverage trends and financial analysis to deliver meaningful product and performance insights.
- Identify rate guarantee extension opportunities well in advance of renewal.
- Lead postmortem analyses for any cancelled cases to drive organizational learning.
Requirements
- Minimum 5 years in Account Management or Underwriting.
- Travel up to 25% is required.
- Financial and analytical acumen with strong presentation skills.
- Competitive market insight into group insurance products and strategies – specifically Absence, Life, and Supplemental Health.
Skills
- Account Management
- Underwriting
- Sales
- Consultative Partnership
- Strategic Account Management
- Book of Business Management
- Pre-Sale and Sales Support
- Implementation & Onboarding Oversight
- Service Administration & Issue Resolution
- Client & Producer Engagement
- Renewal Strategy & Execution
Location
- Fully Remote
- Eastern and/or Central US
Work Type
- Fully Remote
Experience Level
- Minimum 5 years
Education Level
- Bachelor’s degree or equivalent experience required
- Group Life & Health Sales License required
Salary/Compensations
- $90,000 - $100,000 base salary + bonus + incentive compensation
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.
- 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.