New York Life Insurance Company
Service Leader, Onsite Relationship Management 92663
New York Life Insurance Company, Norfolk, Virginia, United States, 23500
Overview
Service Leader, Onsite Relationship Management – Norfolk General Office. Serve as a relationship manager and primary liaison between the Service team and local Managing Partner, recruiters, and agents. Ensure seamless communication, collaboration, and alignment of service support with the needs of the General Office. Help match local Agency needs with Service team solutions, identify and implement service improvements, and educate stakeholders on the most effective ways to accomplish tasks through technology or personalized support. What You’ll Do
Champion Service Relationships: Act as the trusted point of contact for GO Agency Managers, recruiters, and agents, understanding their needs and ensuring appropriate service support. Resolve Service Escalations: Address concerns with empathy, urgency, and accountability to maintain agent satisfaction and loyalty; follow through on complex service challenges to resolution. Support Strategic Sales Engagements: Collaborate with the Agency sales team to align service initiatives with business development goals, including incentive programs and agent enablement. Provide AI & Digital Support: Deliver training and guidance on AI-driven tools and digital platforms to improve productivity and service excellence. Coordinate Local Engagement Events: Plan and execute local events to reinforce partnerships and drive engagement with sales partners. Enable Change and Adoption: Lead training and onboarding for new service tools and capabilities, fostering adoption and continuous improvement. Oversee Office Operations: Manage local facilities and technology support in partnership with the Service team to support relationship-building and productivity. Support Financial Accuracy: Oversee local financial processes with transparency and accountability in service-related expenditures. What You’ll Bring
Required Skills
Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire Bachelor’s degree Strong interpersonal and communication skills with the ability to build trusted relationships at all levels Ability to advocate for new service capabilities and drive adoption of digital solutions Customer-centric mindset with a passion for exceeding expectations Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint Ability to learn quickly while managing in-office responsibilities Proactive mindset in identifying and resolving service challenges Preferred Skills
Experience in a client relationship, account management, or internal business partner-facing role Ability to influence across functions and levels without direct authority Strong problem-solving and analytical skills Background in training or coaching preferred 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 factors including experience, skills, and location. Employees may participate in an annual discretionary bonus and incentive programs. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. We are evolving into a more technology-, data-, and AI-enabled organization while remaining grounded in our core values. Our diverse portfolio creates opportunities to make a difference across industries and communities, inviting bold thinking, collaboration, and purpose-driven innovation. As a Fortune 100 mutual company, we offer opportunities to grow skills, contribute to meaningful work, and deliver solutions that matter. Our Benefits
We provide a full benefits package, including leave programs, adoption assistance, and student loan repayment programs. We continue to refine and expand offerings to support employees inside and outside of work. Visit our NYL Benefits Site for more. Our Commitment to Inclusion
We foster an inclusive workplace and are committed to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our values of humanity and integrity, ensuring every employee is valued and supported. We embrace diverse perspectives to better serve families and communities. Learn more about New York Life’s leadership in inclusion on our Careers and company pages. Recognized as one of Fortune’s World’s Most Admired Companies, we support local communities through employee giving and volunteerism. Our mutual structure aligns with the best interests of policy owners. For career opportunities, please visit our Careers page at www.NewYorkLife.com. You can also visit our LinkedIn and Newsroom pages for more information. Job Requisition ID: 92663
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Service Leader, Onsite Relationship Management – Norfolk General Office. Serve as a relationship manager and primary liaison between the Service team and local Managing Partner, recruiters, and agents. Ensure seamless communication, collaboration, and alignment of service support with the needs of the General Office. Help match local Agency needs with Service team solutions, identify and implement service improvements, and educate stakeholders on the most effective ways to accomplish tasks through technology or personalized support. What You’ll Do
Champion Service Relationships: Act as the trusted point of contact for GO Agency Managers, recruiters, and agents, understanding their needs and ensuring appropriate service support. Resolve Service Escalations: Address concerns with empathy, urgency, and accountability to maintain agent satisfaction and loyalty; follow through on complex service challenges to resolution. Support Strategic Sales Engagements: Collaborate with the Agency sales team to align service initiatives with business development goals, including incentive programs and agent enablement. Provide AI & Digital Support: Deliver training and guidance on AI-driven tools and digital platforms to improve productivity and service excellence. Coordinate Local Engagement Events: Plan and execute local events to reinforce partnerships and drive engagement with sales partners. Enable Change and Adoption: Lead training and onboarding for new service tools and capabilities, fostering adoption and continuous improvement. Oversee Office Operations: Manage local facilities and technology support in partnership with the Service team to support relationship-building and productivity. Support Financial Accuracy: Oversee local financial processes with transparency and accountability in service-related expenditures. What You’ll Bring
Required Skills
Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire Bachelor’s degree Strong interpersonal and communication skills with the ability to build trusted relationships at all levels Ability to advocate for new service capabilities and drive adoption of digital solutions Customer-centric mindset with a passion for exceeding expectations Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint Ability to learn quickly while managing in-office responsibilities Proactive mindset in identifying and resolving service challenges Preferred Skills
Experience in a client relationship, account management, or internal business partner-facing role Ability to influence across functions and levels without direct authority Strong problem-solving and analytical skills Background in training or coaching preferred 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 factors including experience, skills, and location. Employees may participate in an annual discretionary bonus and incentive programs. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. We are evolving into a more technology-, data-, and AI-enabled organization while remaining grounded in our core values. Our diverse portfolio creates opportunities to make a difference across industries and communities, inviting bold thinking, collaboration, and purpose-driven innovation. As a Fortune 100 mutual company, we offer opportunities to grow skills, contribute to meaningful work, and deliver solutions that matter. Our Benefits
We provide a full benefits package, including leave programs, adoption assistance, and student loan repayment programs. We continue to refine and expand offerings to support employees inside and outside of work. Visit our NYL Benefits Site for more. Our Commitment to Inclusion
We foster an inclusive workplace and are committed to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our values of humanity and integrity, ensuring every employee is valued and supported. We embrace diverse perspectives to better serve families and communities. Learn more about New York Life’s leadership in inclusion on our Careers and company pages. Recognized as one of Fortune’s World’s Most Admired Companies, we support local communities through employee giving and volunteerism. Our mutual structure aligns with the best interests of policy owners. For career opportunities, please visit our Careers page at www.NewYorkLife.com. You can also visit our LinkedIn and Newsroom pages for more information. Job Requisition ID: 92663
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