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New York Life Insurance Company · 1 day ago

Senior Associate, Account Executive

Walnut Creek, CA

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $125K/yr

New York Life Insurance Company is dedicated to providing comprehensive insurance and absence management solutions for mid-sized and large companies. The Account Executive role is crucial to managing business relationships with inforce clients, focusing on growth, profitability, and retention of an assigned book of business.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Act as a knowledgeable resource regarding internal and external systems and processes to meet client needs

Proactively address routine and complex issues with assertiveness and high energy

Collaborate with underwriting, sales, and service partners within a matrix organization

Demonstrate strong active listening, written, and verbal skills

Identify and present client growth opportunities, ensuring successful implementation with matrix partners

Manage multiple tasks efficiently, prioritizing as necessary

Stay informed about insurance coverages, products, and industry updates to provide exceptional client and broker service

Drive profitable growth and retention through deep client and producer relationships

Participate in the renewal process, including negotiations and policy changes

Attend industry events to expand knowledge and relationships

Maintain compliance tracking and participate in new hire and ongoing training

Mentor others and contribute to special projects and process improvements

Foster team success while achieving individual goals, maintaining honesty and respect in all dealings

Communicate effectively to enhance productivity and build respectful relationships

Qualification

Life/Accident/Disability BenefitsState lifeHealth licensesMS Office proficiencyNegotiation skillsOrganizational agilityCommunication skillsInterpersonal skillsProblem-solving abilityCustomer-focused approach

Required

Excellent verbal and written communication, presentation, and interpersonal skills

Experience in Life/Accident/Disability/Leave/Voluntary Benefits required

State life and health licenses required

Proficiency in MS Office and the ability to use and present technology and online tools effectively

Strong negotiation and influencing skills

A customer-focused approach, organizational agility, problem-solving ability, and perseverance

The ability to travel domestically and overnight up to 30%

Hybrid Work Environment: Flexibility to work both remotely and on-site

Preferred

BA/BS degree (preferred)

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (149)

2024 (99)

2023 (85)

2022 (77)

2021 (48)

2020 (65)