Associate Service Leader, Onsite Relationship Management 93167
New York Life Insurance Company, Denver, CO, United States
Location Designation: Fully Onsite
Role Description
Operational training will include procedural and compliance knowledge surrounding the administration of new business for our products, including life insurance, annuities, long term care, mutual funds and disability insurance. It also includes agent contracting and licensing processes and service functions for internal and external customers.
Leadership training includes soft skill development, staff performance management, planning and organizing workflows and staff deployment, staff hiring and training, budgets and expense management.
The training program will prepare the associate to participate in the management operations of the General Office by working closely with the field management team on important decisions that affect the General Office operation, agent and policyholder service, and staff development.
The training program will prepare the associate to contribute to the development of agents by conducting training classes related to life applications, inforce service, agent compensation, and benefits.
Following the structured development program, approximately 1-2 years, the individual will be eligible for appointment as Operations Manager in one of our general office locations.
Qualifications
Bachelor’s degree required
Minimum 2 years of customer service and/or call center experience preferred
Must complete Series 99 (Operations Professional FINRA Exam) within 1 year
Ability to relocate across the United States within 12 to 24 months upon completion of development program (required)
Travel throughout the United States may be required as an Operations Manager Trainee to better develop skills in a variety of environments
Customer‑focused, dedicated to and guided by a commitment to service excellence
Accountable, ethical, good decision‑making and problem‑solving ability
Ability to adapt to quick and constant change
Strong written and verbal communication skills
Salary Competitive base salary, plus bonus eligibility
Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Student Loan Repayment Assistance, Flexible Spending Accounts
Pay Transparency Salary Range: $60,000-$70,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.
Requirements to Apply This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
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Role Description
Operational training will include procedural and compliance knowledge surrounding the administration of new business for our products, including life insurance, annuities, long term care, mutual funds and disability insurance. It also includes agent contracting and licensing processes and service functions for internal and external customers.
Leadership training includes soft skill development, staff performance management, planning and organizing workflows and staff deployment, staff hiring and training, budgets and expense management.
The training program will prepare the associate to participate in the management operations of the General Office by working closely with the field management team on important decisions that affect the General Office operation, agent and policyholder service, and staff development.
The training program will prepare the associate to contribute to the development of agents by conducting training classes related to life applications, inforce service, agent compensation, and benefits.
Following the structured development program, approximately 1-2 years, the individual will be eligible for appointment as Operations Manager in one of our general office locations.
Qualifications
Bachelor’s degree required
Minimum 2 years of customer service and/or call center experience preferred
Must complete Series 99 (Operations Professional FINRA Exam) within 1 year
Ability to relocate across the United States within 12 to 24 months upon completion of development program (required)
Travel throughout the United States may be required as an Operations Manager Trainee to better develop skills in a variety of environments
Customer‑focused, dedicated to and guided by a commitment to service excellence
Accountable, ethical, good decision‑making and problem‑solving ability
Ability to adapt to quick and constant change
Strong written and verbal communication skills
Salary Competitive base salary, plus bonus eligibility
Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Student Loan Repayment Assistance, Flexible Spending Accounts
Pay Transparency Salary Range: $60,000-$70,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.
Requirements to Apply This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
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