Operations Management Trainee 86243


Date: Jul 1, 2022

Location: Austin, TX, US

Company: New York Life Insurance Co



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.


Associate Service Leader


New York Life has 116 General Offices throughout the country. The General Office is the company’s first point of service for our agents and policyholders. We help our agents make a difference in the lives of countless people in your community. We employ highly trained customer service professionals responsible for supporting the insurance agent management team by handling new business sales processing and administrative support functions. Our goal is to deliver best-in-class service to our agents and clients in a cost-effective manner.


New York Life's Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer focused accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.


Associate Program Overview:

This position is a management training position for the role of General Office Service Leader.  Under the supervision of the Service Leader, the Regional Service Leader and a structured development program, the associate is required to learn and understand all administrative and sales support aspects of Life insurance new business, premium and other accounting, agent contracts and licensing as well as service functions for internal and external customers.


The training program is focused around both the operational aspects of the General Office as well as the leadership skills required to lead the Service Team. Operational training will include technical skills as well as compliance knowledge surrounding the administration and sale of insurance, variable products and employment contracts.  Leadership training includes soft skill development, staff performance management, planning and organizing workflows and staff deployment, staff hiring and training, budgets and expense management and problem solving.


This individual is required to rotate in and out of different sized General Offices to better develop skills in a variety of environments.  Following the structured development program, approximately 1-2 years, the individual will be eligible for appointment as Service Leader in a General Office.  


Primary Responsibilities:

  • Learn and eventually provide training for the specific functions, compliance issues and workflows related to the processing of life insurance applications; all related premium accounting; policy delivery and client correspondence.
  • Learn and eventually provide training for the specific functions, compliance issues and workflows related to agent contracting and licensing and other agent programs and benefits including all the related accounting functions.  Accounting functions include transactions involving Company issued and agent checks, agent ledger payments.
  • Develop knowledge of agent and field management services including the benefit programs (e.g. health, life insurance), compensation (e.g. commissions, training allowance program), incentives (sales programs and bonuses) and reporting (e.g. production dashboards) to lead the service initiatives for the internal customers - agents and field managers in the daily operation of the General Office.
  • Learn and apply knowledge of company products, procedures and regulations in order to apply solutions and make recommendations for service staff, agents and policyholders when dealing with life insurance contracts and agent and field management employment contracts.
  • Participate in the management operations of the General Office working closely with the field management team on important decisions that affect the General Office operation, agent and policyholder service and staff development.
  • Train new and existing employees in the life new business and agent contracting and licensing functions providing on the job training and troubleshooting problems and issues.
  • Contributes to the development of the agents by conducting training classes related to life applications, Inforce service, agent compensation and benefits.



  • Bachelor’s degree required
  • Minimum 2 years of customer service and/or call center experience preferred
  • Must complete Series 99 (Operations Professional FINRA Exam) within six months
  • Ability to relocate across the United States within  12 to 24 months upon completion of development program (Required)
  • Travel throughout the United States may be required as an Associate Service Leader Manager
  • Accountable, ethical, good decision making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask
  • Analytical with high attention to detail
  • Customer focused



Competitive base salary, plus bonus eligibility



Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts


Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.


Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.


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 volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. 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 www.NewYorkLife.com.


Job Requisition ID: 86243



Nearest Major Market: Austin

Job Segment: Operations Manager, Trainee, Manager, Insurance Agent, Insurance Sales, Operations, Management, Entry Level, Insurance