New York Life Insurance Company
Insurance Onsite Relationship Specialist 93038
New York Life Insurance Company, Overland Park, Kansas, United States, 66213
Insurance Onsite Relationship Specialist
Job Requisition ID: 93038
Location Designation:
Fully Onsite
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. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. 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.
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, and distribute incoming correspondence 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.
Perform 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.
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.
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.
Pay Transparency Salary Range: $42,500 – $60,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Licensing & Fingerprinting 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 remain grounded in our values while evolving into a technology, data, and AI-enabled organization.
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. Click here to discover more about our comprehensive benefit options.
Our Commitment to Inclusion We are fostering an inclusive workplace and commit to creating an environment where individuals can contribute their best and succeed together.
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Location Designation:
Fully Onsite
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. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. 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.
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, and distribute incoming correspondence 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.
Perform 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.
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.
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.
Pay Transparency Salary Range: $42,500 – $60,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Licensing & Fingerprinting 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 remain grounded in our values while evolving into a technology, data, and AI-enabled organization.
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. Click here to discover more about our comprehensive benefit options.
Our Commitment to Inclusion We are fostering an inclusive workplace and commit to creating an environment where individuals can contribute their best and succeed together.
#J-18808-Ljbffr