Associate, Financial Operations & Administration


Date: Dec 4, 2018

Location: New York, NY, US

Company: New York Life Insurance Co


A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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


New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 


Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers.  The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.




  • Analyze and calculate all Nylic related compensation and process the corresponding payments to agents' ledgers.
  • Reconcile system variances and take appropriate action to achieve divisional goals.
  • Research and respond to agent inquiries within time standard. Depending on the situation, responses may be via telephone, email, or letter.
  • Help lead efforts to test enhancements to systems such as Workflow, external variance tracking, etc.; use experience and judgment to assess, recommend, and develop additional enhancement requirements; develop and maintain proper documentation of the affected processes.
  • Analyze possible solutions using experience, judgment and precedents when working on resolving Senior Nylic payment discrepancy cases.
  • Review, develop, update, and maintain procedural materials.
  • Provides guidance to junior team member.
  • Attendance records coordinator.




  • Bachelor’s Degree preferred
  • Minimum of 2-4 years of relevant experience
  • Basic understanding of life insurance policy activities
  • Ability to work independently and with the team as a whole
  • Good understanding of the agent contract and the systems that supports the compensation payments and of the calculation of the payments
  • Knowledgeable in Microsoft Office Suite
  • Strong written and oral communication skills



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