Insurance Operations Manager 87364


Date: Jan 3, 2023

Location: Edina, MN, US

Company: New York Life Insurance Co

Location Designation: Fully Onsite/Essential Employees 



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.




Manager, Service Leader



  • Responsible for General Office (GO) operations and staff development including life new business functions, agent contract and license support, staff recruitment and development and overall customer service.   Responsible for development and performance of direct reports as well as Service staff at large.
  • Lead the service provided to Agents, Agency Management and customers in the day-to-day operations of the General Office.
  • Lead the processing of Life new business in the General Office including all related accounting functions.
  • Lead the processing of Agent contracts and licensing functions including all related agent set up activities.
  • Participate in GO Management meetings including Weekly and Monthly Planning meetings, Annual Plan and Agency meetings.  Prepare required GO reports for Zone, Home Office and local Agency Management.
  • Conducts training of new and established agents and their staff related to new business and agent compensation and benefits, recruiting, retention and recognition programs as well as Agent compensation and benefit programs.   
  • Conduct individual performance review and planning sessions with GO staff members including formal performance Management meetings and forms.   Prepare and conduct G.O. staff development functions including training and staff assignment schedules, staff deployment, staff meetings, employee relations and attendance issues. 
  • Lead financial functions within GO operations.
  • Individual is responsible to follow company guidelines and established regulatory procedures (FINRA, SEC, state DOI, etc.). 




  • At least 2 years of management experience is required.
  • Ability to make decisions and troubleshoot issues independently is necessary.
  • Individual is expected to engage in professional development through LOMA, generally seeking an FMLI designation.
  • Bachelors Degree required.
  • Series 99 Operational Professional Registration is required.






Salary range: $70,000-$85,000 

Overtime eligible: Exempt 

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.


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


Job Requisition ID: 87364



Nearest Major Market: Minneapolis

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