Administrative Assistant


Date: Jan 18, 2023

Location: Plano, TX, US

Company: New York Life Insurance Co

Location Designation: Fully Onsite/Essential Employees 



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.





Duties and Responsibilities:


  • Knowledge of Claim systems:  Workbench, Acclaim, iAM, SRO, Iron Mountain and Accutrac.
  • Research incoming documents and deliver to appropriate party and/or route to appropriate benefit case
  • Research and resolved checks that are returned to the office.
  • Generate and send out correspondence to customers
  • Scan and upload documents onto Workbench claim system
  • Gather and research data to address customer inquiries 
  • Track, locate and deliver physical claim files to office personnel upon request
  • Archive closed claims to offsite storage
  • Issue check payments as requested and approved by management
  • Escheat outstanding checks to the State, according to Escheat Check process.
  • Share accountability for the results of respective team
  • Organize and develop Excel logs, as needed, to facilitate workflows. Maintain existing inventory logs.  Ensure data in logs is current and accurate.
  • Open service tickets through Help Desk, as needed
  • Support and backfill for co-workers, as needed
  • Work with a sense of urgency and complete assignments within requested time frames
  • Demonstrate reliability by delivering on all job performance expectations
  • Demonstrate behavior that is consistent with NYL corporate compliance policies:  Privacy, Ethics, and Protection of Information
  • Develop an understanding of our customers’ and business partners’ administrative service needs and demonstrate it by consistently interacting with them in a positive manner
  • Assist other departments with work, as needed
  • Actively contribute to the team’s service and quality objectives
  • Maintain regular communication with peers, cross-departmental business partners, and managers regarding compliance and work related issues
  • Take accountability for actions and communication in relation to job performance.
  • 75% walking; moving files throughout the office; Filing; Scanning file room shelves.  
  • Light/Moderate lifting of files and file boxes from storage; loading large file volumes into carts to take to the mailroom for scanning and pick up files from mailroom (15-20 lbs.)  




Skill Requirements & Qualifications;



  • High School Diploma with previous office/business experience (Minimum Requirement)
  • Strong organizational skills (Required)
  • Self-starter who seeks challenges (Required)
  • Customer service initiative (Required)
  • Ability to work in a fast-pace environment (Required)
  • Strong interpersonal skills (Required)
  • Individual contributor, as well as, a team player (Required)
  • Possess a high level of attention to detail (Required)
  • Working knowledge of windows based application:  Excel, Microsoft, Access (Required)
  • Moderate walking through out the office; Moving files within the office using rolling cart (Required)
  • Be mindful and respectful of team members; and across departmental employees and peers






Salary range: $35,000-$55,000 

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.


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: 88448






Job Segment: Secretary, Help Desk, Information Technology, Mailroom, Social Media, Administrative, Technology, Marketing, Operations