Sales Operations Analyst - Producer Operations Department

Date: May 13, 2023

Location: Bethlehem, PA, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



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.





This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. Under certain circumstances, will consider a remote option.


The Sales Operation Analyst - within New York Life’s Group Benefit Solutions Producer Operations Department – supports company compliance with state regulations governing producer by performing compliance functions related to contracting, license verification, appointment processing and producer contracting.

Acts as compliance resource to internal and external business partners, in support of the Group Benefit Solutions Producer Population. Support project work and serve as subject matter expert on internal policies and procedures.

2-4 years of sales operations/compliance/regulatory experience or other relevant work experience. Expertise in state regulations governing producer licensing and appointment and managing related compliance functions a benefit.




  • Maintain positive relationships with internal and external contacts in order to build mutual trust and credibility and to demonstrate commitment to achieving business objectives while ensuring compliance with state laws and regulations.
  • Able to process high volumes of routine producer onboarding and maintenance transactions in accordance with defined procedures and compliance rules.
  • Respond to voicemails, emails from business partners and or external producers in accordance with defined metrics in a clear, customer focused and professional manner.
  • Support departmental projects and improvement initiatives as assigned. 
  • Perform non-transactional work as assigned in accordance with defined procedures.
  • Proactively works with team and management to identify and implement improvements to integrate processes and streamline workflows.
  • Active engagement with team members and business partners in meetings and training sessions.  Contributes ideas, shares knowledge, and asks questions, demonstrating critical thinking skills.




  • College Degree
  • 2-4 years experience in an operational department
  • Strong verbal/written communication skills, particularly in client focused communication
  • Able to multi-task by internal and external interactions, ad hoc issue resolutions, internal documentation requirements and overall client satisfaction
  • Ability to successfully handle competing and changing priorities on a continual basis
  • Demonstrated ability to learn a substantial amount of information in a short period of time
  • PC proficiency with strong knowledge of Windows based software, Outlook, Word and Excel – knowledge or experience with Salesforce preferred
  • Strong Organizational skills and attention to detail
  • Ability to work independently as well as collaboratively in a team environment



This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. Under certain circumstances, will consider a remote option.





Salary range: $50,000-$75,000 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.


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

Job Requisition ID: 88900






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