Operations Team Analyst 90493

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 provide dedicated support to the local Managing Partners, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. This enables each location to focus on sales, growth, and productivity. 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.

What will you Do

• Processing Agent EFT Requests: Efficiently manage requests related to agent payments.

• Printing and Mailing Checks/Policies: Assemble and mail policies and checks to agents and clients, ensuring accuracy.

• Handling Policy Information Requests: Assist with inquiries related to policies and orphan leads.

• Maintaining Agent Agreements: Keep accurate records of agent occupancy, phone usage, hoteling, collaboration, and expense allowances.

• Financial Administration: Pay office bills, submit operational expenses, and reconcile purchase cards.

• Agent Updates and Graduation: Execute updates to U4 forms, address changes, FINRA updates, and new agent graduations.

• Control Reporting: Assist with Internal Control Financial Reporting (ICFR) processes

• Agent Program Facilitation: Provide information on the Successor Agent, Outside Business Activity, and Agent Mentorship programs.

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.

Require 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.

Salary

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

Benefits

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 www.NewYorkLife.com.

Job Requisition ID: 90493