Field Service Onsite Relationship Specialist

Job Requisition ID: 94641 

Location Designation: Fully Onsite 

Business Unit Overview

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re 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.

Role Overview

Our 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.

What You'll Do  

• Provide administrative and operational support to the Managing Partner and management team

• Collaborates with the onsite Service Leader to ensure efficient operations

• Act as a point of contact for agents, addressing their inquiries promptly and professionally

• Greet and welcome visitors

• Answer and direct phone inquiries

• Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards

• Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines

• Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.) 

• Manage resource assignments for new agents, ensuring their onboarding experience is smooth

• Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates

What You’ll Bring

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Required Skills:

• Ideal candidate should have a minimum of 3 years experience in a customer service and/or office administration

• Excellent written and verbal communication skills

• Strong computer skills with proficiency in the Microsoft Office Suite

• Associates, or bachelor’s degree preferred, but not required

Training & Development

Customer 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.

Shift Information

This 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.

Salary

Competitive full-time base salary, overtime eligibility plus target bonus

Benefits

Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program

Career Opportunities  

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

​ Job Level: LEVELCS3

Pay Transparency

Salary Range: $45,000-$65,000 

Overtime eligible:  Nonexempt 

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.

Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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 here to discover more about our comprehensive benefit options or visit our .

Our Commitment to Inclusion
At 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. Click here to learn more about New York Life’s leadership in this space.​

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 .

Job Requisition ID: 94641