Note: The job is a remote job and is open to candidates in USA. New York Life is a company that delivers comprehensive insurance and absence management solutions. They are seeking a National Accounts Team Lead responsible for leading and developing Account Executives, ensuring strong execution of regional strategies, and driving performance and growth in the West Region.
Responsibilities
- Lead, coach, and manage Account Executives to achieve individual and regional growth, retention, and activity goals
- Establish clear performance expectations and accountability aligned with regional priorities
- Conduct regular pipeline, book strategy, and performance reviews
- Identify and address performance gaps, partnering with the Region Lead on talent decisions and succession planning
- Foster a high-performance, collaborative culture focused on client outcomes and growth
- Serve as a close strategic partner to the Region Lead in setting priorities, growth strategies, and execution plans
- Translate regional and national strategy into clear, actionable expectations for Account Executives
- Provide ongoing insight to the Region Lead on performance trends, risks, talent readiness, and capacity
- Align on resource allocation, client prioritization, and escalation decisions
- Drive disciplined execution of regional growth initiatives, including cross-sell, upsell, and new lines of business
- Ensure strong planning and execution for re-enrollment campaigns across the regional portfolio
- Partner with Account Executives to develop and execute book growth strategies
- Identify and scale best practices that improve retention and expansion
- Serve as executive sponsor for select strategic clients, supporting retention, growth, and long-term partnership
- Participate in senior-level client, broker, and consultant engagements as needed
- Support Account Executives in complex negotiations, renewals, and strategic discussions
- Lead coordination and resolution of high-impact client issues, ensuring accountability and follow-through
- Partner closely with Underwriting to support pricing strategy, renewal positioning, and complex negotiations
- Provide field and client insight to Underwriting to support balanced pricing and competitive outcomes
- Collaborate with Account Executives and Underwriting to align client strategy, financial objectives, and long-term relationship goals
- Work effectively across Sales, Underwriting, Service, Claims, and other internal partners to drive outcomes
- Ensure adoption of tools, processes, and operating practices that support effective execution
- Proactively identify risks and remove barriers to performance through influence and coordination
Skills
- Bachelor's degree and/or equivalent experience
- 10+ years of experience in National Accounts, group benefits, employee benefits, or a related commercial insurance environment
- Demonstrated experience leading and developing sales or account management teams
- Proven ability to drive growth and results through others
- Strong executive presence with experience serving as an executive sponsor and leading complex client situations
- Experience partnering with Underwriting on pricing strategy and renewal negotiations
- Strong cross-functional leadership and influencing skills
- Excellent communication, judgment, and decision-making skills
- Willingness to travel as needed to support client, broker, and team engagement
- Advanced degree preferred
- Preferred candidate location is Texas, Colorado, Arizona, or Western U.S
Benefits
- Leave programs
- Adoption assistance
- Student loan repayment programs
- Annual discretionary bonus
- Sales incentive
- Incentive program
Company Overview