Operations Representative - Reg 60


Date: Nov 25, 2021

Location: New York, NY, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.



New York Life’s Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer - focused, accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.

The Regulation 60 Representative works to achieve the goals of their team by working both independently and with other team members by assisting with administration functions of indexing, processing of initial work items such as drum steps and case creation, and resolving problems with initial submissions in the automated workflow environment.  The Representative applies product knowledge and insurance knowledge rules and regulations to work on cases and assist with problems and questions within the Regulation 60 Team.


 Primary Responsibilities:

  • Assist in the execution and processing of routine administrative transactions, including the transition of faxed and mailed correspondence into the administrative system (indexing), processing initial and drum steps, and interfacing with external carriers
  • Aid in processing of Agency Reg 60 transactions through queues    
  • Develop product illustrations, product calculators and policy briefs to provide customers with replacement modeling
  • Ensure all relevant and necessary documentation is obtained pertaining to the source and accuracy of information, to assist with replacement actions
  • Field incoming agent inquiries regarding case requirements and communicate regularly with the field and management on the status of escalated cases



  • Bachelor’s degree in Finance, Economics or Business preferred; High School Diploma or GED required
  • 1+ years of experience in financial services and/or retail customer service
  • Experience with the New York State Regulation 60 process preferred
  • Strong oral and written communication and customer service skills.    
  • Experienced with accomplishing multiple tasks and high volumes of work under strict time deadlines
  • Working knowledge of financial products a plus
  • Proficient data entry skills 


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 our Foundation. 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 www.NewYorkLife.com.J

Job Requisition ID: 84731



Job Segment: Operations Manager, Social Media, Customer Service Representative, Data Entry, Operations, Marketing, Customer Service, Administrative