Senior Associate, Relationship Executive

New York Life • New York, NY

8d • Remote

About The Position

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.

Requirements

• 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.

Nice To Haves

• Sales or Account Management experience preferred.

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Mid Level