CVP, Vice President - Client Management
New York Life Insurance CoAbout the role
Location Designation: Hybrid - 3 days per week
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.
Alternate locations: Overland Park, KS (Kansas); Chicago, IL (Illinois); Minneapolis, MN (Minnesota); St. Louis, MO (Missouri)
Role Overview:
The Vice President of Client Management is a leadership role within the Group Insurance Distribution organization, responsible for driving profitable growth and retention across the in-force book of business. This role focuses on maximizing client value through strategic upsell and cross-sell initiatives, improving persistency, and leading successful renewal execution across a client base of 50–5,000 lives.
The VPCM serves as a market-facing leader, fostering strong client and producer relationships while ensuring operational excellence and team performance.
What You’ll Do:
Growth & Retention Leadership
- Own and drive performance of the in-force book of business, including persistency, renewals, and in-force sales growth.
- Develop and execute regional strategies to achieve growth, retention, and profitability targets.
- Partner in the creation and execution of business plans aligned with regional and organizational goals.
Team Leadership & Development
- Lead and develop a high-performing O500 client management team.
- Provide coaching, onboarding, training, and ongoing development to enhance team capabilities and drive results.
- Foster a culture of accountability, collaboration, and continuous improvement.
Client & Market Leadership
- Build and maintain strong relationships with clients, producers, and key stakeholders to enhance market presence.
- Act as a trusted advisor within the local market, demonstrating deep expertise in group insurance products and industry trends.
- Serve as a visible leader representing New York Life Group Benefit Solutions in the marketplace.
Cross-Functional Collaboration
- Partner with Regional Market Managers (RMMs) and Client Advocacy teams to resolve service escalations effectively.
- Identify root causes and trends in client issues to inform continuous improvement efforts.
- Participate in strategic initiatives and projects, representing the voice of the client, customer, and field.
Core Competencies
- Strategic Mindset
- Business Acumen
- Results Orientation
- Matrix Leadership
- Customer Centricity
- Problem Solving
- Talent Assessment & Development
- Influencing & Negotiation
- Professional & Interpersonal Effectiveness
What You’ll Bring:
- Bachelor’s degree (BA/BS) and/or equivalent experience
- Minimum of 5+ years of experience in the group insurance industry, with a focus on sales and/or client management
- Demonstrated leadership experience with a track record of developing high-performing tea
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