• Manage current client accounts by building and maintaining relationships • Provide exemplary customer service via email and phone • Serve as the liaison between Clients and ProviderSoft development staff • Provide training and other onboarding services to new Client accounts and conduct as needed support conference calls • Understand Client needs at a level of detail sufficient to define functional requirements • Document system functionality and its use • Demonstrate new functionality and communicate Client feedback • Communicate system update information and other ProviderSoft news to accounts • Conduct Client audits and negotiate audit increases with current accounts • Utilize internal tools and procedures for screen sharing, recording training materials, creating documentation, support tracking, and any other way to aid in the support of accounts

• Serve as the primary relationship owner for assigned provider partners, acting as the main point of contact for all account-related needs • Establish and maintain strong relationships with providers and their office staff through consistent communication and in-person engagement • Own provider communications, ensuring timely responses, clear follow-up, and proactive outreach • Deliver provider and staff education, including training sessions and ongoing support to drive engagement and adoption • Identify provider needs, challenges, and opportunities, collaborating with internal teams to develop solutions that support partner success • Monitor account health and engagement, escalating risks and contributing to action plans to improve outcomes • Maintain accurate documentation of provider interactions, feedback, and activities • Act as a trusted advisor and advocate for providers, ensuring their feedback informs internal priorities and improvements • Collaborate with internal clinical and product/ops teams, sharing feedback on a regular basis, both clinically, operationally, and economically • Problem Solving workflow challenges to help facilitate incremental referrals into the program • Implement new services and products for existing partners

• Manage and grow sales of Trek accessories, Electra Bicycles, and Bontrager within the assigned territory. • Set sales targets and manage forecasting, orders, prospecting, and the tracking and advancement of sales opportunities. • Analyze retailer performance and implement strategies to improve sales, assortment, and profitability. • Act as a business consultant to retailers by providing recommendations on merchandising, inventory management, staffing, and continuous improvement initiatives. • Select partner retailers, help them develop their potential, and support them to optimize Trek’s market position. • Build long-term trusted relationships through regular in-person visits. • Share product knowledge and deliver sales training to retailer teams. • Ensure brand standards are met for product presentation and in-store experience. • Identify, recruit, and onboard new partner retailers to expand market coverage and grow the distribution network. • Monitor competitor activity and local market trends. • Represent Trek at retailer events, product demonstrations, and promotional activities. • Provide exceptional customer service while consistently embodying Trek’s brand values.

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 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 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: 94407 #GBS