Location Designation: Hybrid - 4 days per week 



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.




Business Unit Overview

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.


***Hybrid work schedule: work in office 4 days, work from home 1 day***


Role Overview

Individuals in this role play a crucial part in ensuring a smooth process for new and existing agents. Their responsibilities include handling agent licensing, appointments, registrations, and terminations. They work closely with agents to set them up for success and provide the necessary information related to licensing and appointments. Additionally, they maintain open communication with agents, keeping them informed about status updates.


What will you Do


  • Review and process Errors & Omissions (E&O) insurance for newly registered agents and handle annual renewals, ensuring timely updates and compliance.
  • Process initial and renewal State Security licenses for agents.
  • Process new appointments for licenses and handle agent registration transfers. Ensuring seamless transitions for agents moving between roles or locations.
  • Manage resident license registrations, ensuring accuracy and adherence to state and company regulations.
  • Perform Outside Business Activity processing for new and current agents.
  • Perform termination processes and agent requirements and ensure proper documentation.



Onsite Duties

  • Greet In Person guests and answer phones

  • Manage local GO/Sales Office incoming and outgoing mailing duties

  • Assign Agent space, phone, mailbox, security access, and copier codes

  • Order and maintain Office supplies.

  • Handle fingerprinting and I-9 verification for candidates at the local GO


What You’ll Bring

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.


Required Skills:

  • Ideal candidate should have experience in a customer service and/or administrative role

  • Excellent written and verbal communication skills

  • Strong computer skills with proficiency in the Microsoft Office Suite

  • Associates, or bachelor’s degree preferred, but not required


Training & Development

Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.

Shift Information

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM.


Competitive full-time base salary, overtime eligibility plus target bonus


Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program

Career Opportunities

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.



Salary range: $40,500-$42,500 

Overtime eligible: Nonexempt 

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: 90493



About NY Life Insurance Company

Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

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.

Required Legal Notices – All Candidates Please Click Here

Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma

Job Segment: Social Media, Claims, Outside Sales, QC, Underwriter, Marketing, Insurance, Sales, Quality