Insurance Onsite Relationship Analyst 92695

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.  

Role Overview 

Individuals in this role provide dedicated support to the local Managing Partners, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. This enables each location to focus on sales, growth, and productivity. 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 

• Processing Agent Check Requests: Efficiently manage requests related to agent payments.
• Printing and Mailing Checks/Policies: Assemble and mail policies and checks to agents and clients, ensuring accuracy.
• Handling Policy Information Requests: Assist with inquiries related to policies and orphan leads.
• Maintaining Agent Agreements: Keep accurate records of agent occupancy, phone usage, hoteling, collaboration, and expense allowances.
• Financial Administration: Pay office bills, submit operational expenses, and reconcile purchase cards.
• Agent Updates and Graduation: Execute updates to U4 forms, address changes, FINRA updates, and new agent graduations.
• Control Reporting: Assist with Internal Control Financial Reporting (ICFR) processes
• Agent Program Facilitation: Provide information on the Successor Agent, Outside Business Activity, and Agent Mentorship programs. 

Onsite Duties 

• Greet In Person guests and answer phones
• Manage local GO/Sales Office incoming and outgoing mailing duties
• Assign Agent space, phone, mailbox, security access, and copier codes
• Order and maintain Office supplies.
• Handle fingerprinting and I-9 verification for candidates at the local GO 

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: 

• Ideal candidate should have experience in a customer service and/or administrative role
• 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 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. 

Company Overview 

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. 

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. 

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.