Senior Specialist, Administration

Date: Jul 17, 2019

Location: Addison, TX, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of


New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 


Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers.  The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.


The Nautilus Group, a service of New York Life Insurance Company, is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors. The Nautilus Group, located in Addison, TX, is staffed by an elite team of professionals experience in law, taxation, accounting, business, insurance, finance and philanthropic planning. We are currently looking for an Administrative professional to join our team. The ideal candidate for this position will perform the following functions:


Role Overview

• Provide support for the case development team

• Approval of Nautilus final work product which includes Do-it -Yourself (DIY) Forms that agents create for their clients

• Quality Control review of all cases at Nautilus before they are sent to the Agent

• Project coordination for Nautilus “Core Offerings” – Special Needs, Life plan for your business, and Income Tax Planning

• Assignment of legal docs (cases) and identification of them for workflow to case development team

• Daily support of the front desk



• Degree Preferred

• Minimum of 3-5 years of relevant experience

• Must have advanced knowledge of Microsoft Word, Excel, Outlook and Prezi

• Experience with Salesforce

• Experience working with highly technical legal professionals and the workflows involved with operating agreements, wills and the various types of trusts that are used in the advanced markets

• Excellent communication skills






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Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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