Client Services & Operations Sr. Analyst, Institutional Annuities


Posting Date: Sep 10, 2023

Location: Jersey City, NJ, 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.


The Institutional Annuities (IA) Client Services & Operations Team is looking for a Senior Associate level candidate to help drive service excellence and technology modernization. The candidate will report to the IA’s COO and play a critical role in enhancing our operations and providing oversight of service standards, quality, and adherence to procedures and regulatory requirements.  A continuous improvement mindset is required, with the ability to identify and articulate opportunities to enhance our capabilities and participant experience. The candidate will also play a key role in coordinating special projects and must be highly motivated, organized, and detail oriented.


Primary Responsibilities


  • Develop and maintain strong knowledge of the Pension Risk Transfer (PRT) market and the team’s services, procedures, and administrative systems
  • Leverage data to monitor, assess and report on service levels. Partner with the PRT Client Services & Operations management team to set priorities and organize workflows
  • Ensure service quality through call monitoring and transaction approvals
  • Identify and recommend new tools and processes to continually improve our capabilities, complete transactions more efficiently, and support new PRT sales
  • Maintain service standards and procedures consistent with market expectations and regulatory requirements
  • Update and maintain business continuity plan and record retention guidelines
  • Participate in special projects identified by the group and/or senior management
  • Maintain relationship with business partners in Technology and Risk and serve as the primary point of contact




  • Bachelor's Degree - Business discipline preferred or equivalent work experience
  • 5+ years related work experience
  • Knowledge of annuity service and operations and applicable regulations preferred
  • Knowledge of policy administration systems a plus
  • Strong communicator with excellent written and verbal skills
  • Ability to prioritize multiple assignments and manage changing priorities; must be well organized and have excellent follow-up and problem-solving skills
  • Advanced Microsoft Excel skills
  • Comfort and confidence in interactions with all levels in the organization
  • Strong leadership and analytical skills



This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.








Salary range: $80,000-$120,000 

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.



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: 88152




Nearest Major Market: New York City
Nearest Secondary Market: Newark

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