Insurance Onsite Relationship Specialist 93001

divh2Operations Specialist/h2pJoin our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Lifes agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether youre helping an agent meet their clients life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty./ph3Role Overview/h3pOur General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. The role requires strong relationship-building skills, organizational abilities, effective communication, as well as a proactive approach to problem-solving, ensuring the smooth functioning of the organization./ph3What Youll Do/h3ulliProvide administrative and operational support to the Managing Partner and management team/liliCollaborate with the onsite Service Leader to ensure efficient operations/liliAct as a point of contact for agents, addressing their inquiries promptly and professionally/liliGreet and welcome visitors/liliAnswer and direct phone inquiries/liliCoordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards/liliHandle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines/liliAssist with facility management (building maintenance requests, troubleshoot local network issues, etc.)/liliManage resource assignments for new agents, ensuring their onboarding experience is smooth/liliAdditional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates/li/ulh3What Youll Bring/h3pThe role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization./ph3Required Skills/h3ulliIdeal candidate should have experience in a customer service and/or office administration/liliExcellent written and verbal communication skills/liliStrong computer skills with proficiency in the Microsoft Office Suite/liliAssociates, or bachelors degree preferred, but not required/li/ulh3Training

Development/h3pCustomer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful./ph3Shift Information/h3pThis is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM

5:00 PM./ph3Salary/h3pCompetitive full-time base salary, overtime eligibility plus target bonus/ph3Benefits/h3pPaid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program/ph3Career Opportunities/h3pNew York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims./ph3Pay Transparency/h3pSalary Range: [[cust_salaryRangePosting]] Overtime eligible: [[customString6]] Discretionary bonus eligible: [[cust_merit]] Sales bonus eligible: [[stockPackage]] Actual base salary will be determined based on several factors but not limited to individuals 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./ppThis role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting./ph3Company Overview/h3pAt New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communitiesinviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, youll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive whats next, and your growth powers it./ph3Our Benefits/h3pWe 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./ph3Our Commitment to Inclusion/h3pAt New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities./ppJob Requisition ID: [[id]]/p/div