National Account Client Liaison

Posted An Hour Ago
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Hiring Remotely in New York, NY, USA
In-Office or Remote
60K-80K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
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The Role
Coordinates operational service delivery for national group benefits clients, serving as the liaison between clients, employees, HR teams, and New York Life. Manages exceptions, eligibility discrepancies, data reconciliation, enrollment and administration activities, escalations, dashboards, governance materials, and cross-functional issue resolution. Provides benefits expertise, supports claims and employee inquiries, maintains documentation and data accuracy, and recommends process improvements to strengthen client satisfaction and operational efficiency.
Summary Generated by Built In
Location Designation: Fully Remote
Group Benefit Solutions deliverscomprehensive 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 beingthere 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 Client Liaison will have responsibility for overall service execution supporting all New York Life Group Benefit Solutions (NYL GBS) products, programs and service lines offered to the designated National Account Client. Through partnership and active engagement with the National Account Executive (NAE) and National Account Manager (NAM), the Client Liaison will participate in development and execution of broad service strategies in support of assigned client's benefit programs and administration in connection with NYL GBS products and services. The Client Liaison collaborates and communicates across all product/operational lines as necessary to ensure that systems and processes are in place to meet client/customer needs and drive efficiency.
What You'll Do:
Serve as the primary coordinator for operational activities requiring manual intervention.
• Serves as a liaison between the client and New York Life. This may include access to the client's HR platform, to operate on the client's behalf.
• Effectively engage with a variety of audiences at all levels of the assigned client.
• Manage exception processing and complex workflows falling outside standard processes.
• Partner with Implementation, Account Team, and Claim Operations to ensure seamless execution, including administration, eligibility, and enrollment activities.
• Coordinate eligibility discrepancies, data reconciliation, and file management activities.
• Track, prioritize, and facilitate resolution of client issues across business functions.
• Prepare operational dashboards, governance materials, and executive status updates and meetings.
• Support escalations from employees and HR that require cross-functional coordination.
• Proactively review and suggest improvements to existing procedures that will ultimately result in greater client satisfaction and increased efficiency.
• Serve as a trusted operational advisor to both the client and internal leadership.
Claims & Employee Support / Escalation
• Support the day-to-day inquiries of NYL GBS programs in connection with claim and administration requirements.
• Maintain knowledge and expertise in all products, programs, services related to benefits and serves as the subject matter expert (SME) for NYL GBS products and programs.
• Serves as an employee resource for education on NYL GBS process, administration practices and supporting resources.
• Coordinate with partners across NYL GBS and the National Account Client to ensure service issues are managed proactively and in a timely manner.
• Utilize Operations knowledge to help identify areas of improvement.
• Support data accuracy, documentation, and timely communication between the client's HR Service Center, New York Life, and employees.
What You'll Bring:
• College degree preferred.
• 5+ years of related work experience.
• Expertise in Disability, FMLA, and ADA processing within the AdminSuite platform preferred.
• Ability to navigate DIAL and the mynylgbs.com portal is a plus.
• Strong listening, verbal, and written communication skills, with the ability to translate complex issues into clear, actionable plans for diverse audiences.
• Demonstrated customer focus with the ability to meet expectations and act with urgency.
• Proven ability to build and maintain strong working relationships with customers, clients, and matrix team partners.
• Strong critical thinking skills with the ability to work independently, influence change, and escalate urgent issues effectively.
• Ability to quickly learn and adapt to various technology platforms.
Pay Transparency
Salary range: $60,000-$80,000
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 hereto 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: 94670
#GBS

Skills Required

  • College degree
  • 5+ years of related work experience
  • Expertise in Disability, FMLA, and ADA processing within the AdminSuite platform
  • Ability to navigate DIAL and the mynylgbs.com portal
  • Strong listening, verbal, and written communication skills
  • Ability to translate complex issues into clear, actionable plans for diverse audiences
  • Demonstrated customer focus and ability to meet expectations with urgency
  • Ability to build and maintain strong relationships with customers, clients, and matrix team partners
  • Strong critical thinking skills
  • Ability to work independently, influence change, and escalate urgent issues effectively
  • Ability to quickly learn and adapt to various technology platforms

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The Company
HQ: New York, NY
12,000 Employees
Year Founded: 1845

What We Do

At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.

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