Field Service Onsite Relationship Specialist 92223

 

Location Designation: Fully Onsite 

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

 

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

 

You are our future, and we commit to investing in you accordingly.

 

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 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 trans