Operations Associate, Business Solutions

Location Designation: Hybrid - 3 days per week 

Operations Associate, Business Solutions

A career at New York Life offers the opportunity to grow within a strong, values-driven organization while making a meaningful impact by helping individuals, families, and businesses achieve financial security. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to fostering a diverse and inclusive workplace and supporting local communities through a longstanding culture of service and giving.

As a mutual company with no outside shareholders, we are guided by a long-term commitment to doing what’s right for our customers. We invite you to bring your talents to New York Life and help families and businesses Be Good At Life.

To learn more, please visit LinkedIn, our Newsroom, and the Careers page of www.NewYorkLife.com.

Role Overview

The Operations Associate supports the continued expansion of New York Life’s in-house Group Employee Benefits model within the Business Solutions Department (BSD). This role applies developing professional knowledge of Group Benefits products, underwriting processes, and operational procedures to support pre-sale, onboarding, compliance, and reporting activities.

The Associate analyzes case submissions, evaluates documentation for completeness and guideline alignment, and exercises judgment within established policies to support timely and accurate case processing. This position requires the ability to manage multiple priorities, apply discipline-specific knowledge, and collaborate effectively with underwriting, sales, and compliance partners.

The role operates with moderate supervision and contributes to the quality, timeliness, and effectiveness of the team’s operational deliverables.

Key Responsibilities

• Review Requests for Proposals (RFPs) for completeness and alignment with underwriting and product guidelines
• Identify missing information or discrepancies and coordinate resolution with agents and underwriting partners
• Apply approved pricing tools (e.g., CURT Rater) within established parameters
• Manage proposal data within Salesforce and Outsystems, ensuring accuracy and timely updates
• Transition cases from pre-sale to post-sale processing in accordance with established procedures
• Maintain accurate sales pipeline data and assist in preparing standard operational reports
• Analyze data discrepancies in commission uploads, check funding, and data validations and resolve using established processes
• Support tracking and documentation of key operational metrics
• Verify agent licensing, training, and regulatory requirements in accordance with established procedures
• Participate in quality reviews, access reviews, reconciliations, and audit preparation
• Escalate issues that fall outside established guidelines
• Identify workflow inefficiencies within day-to-day processes and suggest improvements within established frameworks
• Maintain procedure documentation, process guides, and reporting inventories
• Provide guidance to newer team members on operational procedures as appropriate.

Qualifications & Requirements

• Bachelor’s degree required.
• 2–4 years of experience in Life Insurance, Employee Benefits, Financial Services, or related field.
• Working knowledge of Group Benefits products preferred.
• Proficiency in Microsoft Excel, Word, and CRM systems (Salesforce preferred).
• Demonstrated ability to analyze information and apply policies and procedures to resolve routine operational issues.
• Strong organizational and communication skills.
• Ability to manage competing priorities with moderate supervision.

New York Life is an Equal Opportunity Employer (EOE M/F/D/V).

Pay Transparency

Salary Range: $65,000-$92,500 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

​Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Job Requisition ID: 93569