Manage key accounts and third parties (brokers and MGUs), develop strategic account plans, collaborate cross-functionally, oversee client projects, resolve issues, and handle mid-term policy changes to ensure client satisfaction.
Job Requisition ID: 93214
Location Designation: Fully Remote
** Two (2) openings are available for this role. **
Role Overview:
A Relationship Executive is responsible for:• Managing key accounts and third parties (brokers and MGUs) relationships:
o This role involves working closely with key policyholders, brokers and MGUs to understand their needs, developing strategies to meet those needs, and acting as a liaison between them and the company's internal teams.
• Maintaining strong internal relationships:
o Working with various GMAD's teams such as Underwriting, Sales and Marketing to assist brokers, MGUs and Policyholders.
o Work with other New York Life divisions to cross-sell Accident and Health business.
o Be a liaison to other New York Life divisions such as GBS.
The ideal candidate will have excellent communication skills, a strong customer focus, and the ability to manage multiple accounts simultaneously.
What You'll Do: • Client Relationship Management: Develop and maintain strong, long-term relationships with clients. Act as the primary point of contact for client inquiries and concerns.• Account Planning: Develop strategic account plans to meet the client's business objectives and ensure client satisfaction.• Client Meetings: Regularly meet with key clients, brokers and MGUs to review their needs, provide updates on progress, and discuss new opportunities.• Cross-functional Collaboration: Collaborate with internal teams, including sales, marketing, and product development, to ensure client needs are met.• Project Management: Oversee the execution of client projects, ensuring they are completed on time and within budget.• Problem Resolution: Address and resolve any client issues or concerns promptly and effectively.• Mid-Term Policy Changes: Handle mid-term endorsements for accounts if necessary (including, but not limited to, BORs and name changes).
What You'll Bring: • Bachelor's degree and/or equivalent experience.
• Need to be competent in Microsoft products such as Word and PowerPoint.• Multitasking skills required.• Excellent communication skills.• Sales or Account Management experience preferred.
Pay Transparency
Salary Range: $68,000 - $100,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93214
Location Designation: Fully Remote
** Two (2) openings are available for this role. **
Role Overview:
A Relationship Executive is responsible for:• Managing key accounts and third parties (brokers and MGUs) relationships:
o This role involves working closely with key policyholders, brokers and MGUs to understand their needs, developing strategies to meet those needs, and acting as a liaison between them and the company's internal teams.
• Maintaining strong internal relationships:
o Working with various GMAD's teams such as Underwriting, Sales and Marketing to assist brokers, MGUs and Policyholders.
o Work with other New York Life divisions to cross-sell Accident and Health business.
o Be a liaison to other New York Life divisions such as GBS.
The ideal candidate will have excellent communication skills, a strong customer focus, and the ability to manage multiple accounts simultaneously.
What You'll Do: • Client Relationship Management: Develop and maintain strong, long-term relationships with clients. Act as the primary point of contact for client inquiries and concerns.• Account Planning: Develop strategic account plans to meet the client's business objectives and ensure client satisfaction.• Client Meetings: Regularly meet with key clients, brokers and MGUs to review their needs, provide updates on progress, and discuss new opportunities.• Cross-functional Collaboration: Collaborate with internal teams, including sales, marketing, and product development, to ensure client needs are met.• Project Management: Oversee the execution of client projects, ensuring they are completed on time and within budget.• Problem Resolution: Address and resolve any client issues or concerns promptly and effectively.• Mid-Term Policy Changes: Handle mid-term endorsements for accounts if necessary (including, but not limited to, BORs and name changes).
What You'll Bring: • Bachelor's degree and/or equivalent experience.
• Need to be competent in Microsoft products such as Word and PowerPoint.• Multitasking skills required.• Excellent communication skills.• Sales or Account Management experience preferred.
Pay Transparency
Salary Range: $68,000 - $100,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93214
Top Skills
Microsoft Powerpoint
Microsoft Word
Similar Jobs at New York Life Insurance Company
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Lead strategic management of large national accounts: grow revenue, retain business, oversee onboarding and renewals, coordinate cross-functional teams, resolve service issues, and drive cross-sell opportunities while maintaining client relationships and profitability.
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Investment Solutions Product Manager will oversee platforms for the onboarding of annuity and investment products, driving digital innovation and enhancing the purchase experience.
Top Skills:
Agile MethodologiesAutomationData AnalyticsDigital ToolsUx/Ui Principles
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
This role involves leading sales strategy for Accident & Health, managing large accounts, and developing broker relationships. It includes market analysis and collaboration with underwriting and marketing teams to drive business growth.
What you need to know about the London Tech Scene
London isn't just a hub for established businesses; it's also a nursery for innovation. Boasting one of the most recognized fintech ecosystems in Europe, attracting billions in investments each year, London's success has made it a go-to destination for startups looking to make their mark. Top U.K. companies like Hoptin, Moneybox and Marshmallow have already made the city their base — yet fintech is just the beginning. From healthtech to renewable energy to cybersecurity and beyond, the city's startups are breaking new ground across a range of industries.
