New York Life Insurance
Insurance Onsite Relationship Specialist 93001
New York Life Insurance, Albuquerque, New Mexico, United States, 87101
Location Designation
Fully Onsite
Role 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.
What You’ll Do
Provide administrative and operational support to the Managing Partner and management team
Collaborate 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, including 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
Experience in 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.
Pay Transparency Salary Range: $42,500 – $60,000. 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.
Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program.
Note This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
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Fully Onsite
Role 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.
What You’ll Do
Provide administrative and operational support to the Managing Partner and management team
Collaborate 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, including 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
Experience in 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.
Pay Transparency Salary Range: $42,500 – $60,000. 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.
Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program.
Note This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
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