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National Account Manager

Role overview

Qualifications

  • Bachelor’s degree or equivalent experience
  • 3 – 5 years progressive customer service or business operations experience
  • Advanced customer service soft skills
  • Insurance industry experience preferred

Responsibilities

  • Coordinate with National Account Executive and National Client Facing Manager to ensure client needs are met
  • Solution complex inquiries and ensure client satisfaction with products and services
  • Develop and maintain effective business partnerships to manage service issues proactively
  • Prepare and deliver web and telephonic presentations to educate clients on benefits and services

Key facts

Other skills

  • Problem Solving
  • Customer Service
  • Training And Development
  • Communication
  • Teamwork
  • Time Management

About the company

New York Life Insurance Company logo

New York Life Insurance Company

Insurance

For over 175 years, we've been helping people put love into action. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. We invite you to bring your talents here, so we can continue the good to help families and businesses “Be Good at Life.” New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

Company details

Company typeXLarge
IndustryInsurance
Company size10001

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Job description

 

 

Location Designation: Fully Remote 

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. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

 

Role Overview:

 

The National Account Manager is a client-facing role working in concert with field-based Account Executives to support our inforce book of business, levering service excellence as the standard to drive loyalty, persistency, and profitability. In the National segment, our end customers are large employers with 5,000+ employees. Account Managers balance independent work to educate clients and brokers on benefit programs and service capabilities, while simultaneously responding to service issues and lifecycle requests. Account Managers leverage in-depth product and systems knowledge and a bias for action to effectively remove roadblocks and resolve complex service issues for our National clients.

 

What You'll Do: 

 

· Coordinate with National Account Executive and National Client Facing Manager where applicable, to ensure client needs are met and potential problems are averted on assigned book of business.

· Solution complex inquiries, solving non-routine problems using independent judgment and discretion, and ensuring client satisfaction with products and services.

· Develop and maintain effective business partnerships to ensure service issues are managed proactively; communicate clearly, accurately and effectively with all business partners.

· Involved in new client implementations to introduce the concept of the Account Team and establish a connection with the client.

· Prepare and deliver web and telephonic presentations with the client to educate and inform on benefits, services, and self administration tools for billing and reporting.

· Participate in regularly scheduled feedback and information exchange sessions with key business partners.

· Training and mentoring of less experienced team members.

· Identify and train on process improvements and participate in cross-functional projects.

 

What You'll Bring: 

 

· Bachelor’s degree or equivalent experience.

· 3 – 5 years progressive customer service or business operations experience.

· Insurance industry experience preferred.

· Advanced customer service soft skills.

· Business analytics and reporting experience.

· Highly adept at creative problem-solving.

· Experience with training and presenting in-person and virtually.

· Ability to diagnose sense of urgency and set priorities accordingly.

#LI-AP3
#LI-REMOTE

 

Pay Transparency

Salary range: $70,000-$90,000 

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.

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise 

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. Click here to learn more about how we have been recognized for our leadership.

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.

Job Requisition ID: 94407 

#GBS

 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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