Senior Associate, Employee Benefits Implementation Coordinator

Location Designation: Remote 

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.

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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.

The Senior Associate - Implementation Coordinator is responsible for working directly with our career agents and clients to facilitate a smooth onboarding process during the employee benefits sales cycle. This remote position will support New York Life agents and our field-facing business partners (Business Development Consultants, Internal Sales Desk Consultants, and GO Management) to increase penetration and production of our Group Term and Group Disability products in the Small Business marketplace.  The Implementation Coordinator will be recognized as an employee benefits subject matter expert and leverage this knowledge to simplify the implementation at several critical stages for both the agent and client.  The ideal candidate will possess an in-depth knowledge of employee benefits, understand the importance of excellence in service, and have the capacity to identify and propose solutions for areas of improvement. This role will also monitor the sold case pipeline by working with our TPA to reduce cancellations and develop agent knowledge to properly service inforce groups.

As the Employee Benefits Implementation Coordinator, you will:

• Interact daily with agents and our field partners (Business Development Consultants, Internal Sales Desk Consultants, Agents, and Clients) in the completion of appropriate Employee Benefits group case paperwork for new business
• Develop and implement a system to monitor incoming sales, track progress throughout the implementation process and collect outstanding requirements
• Coordinate with TPAs, operations, and sales to equip agents with tools and collateral for voluntary enrollments (both electronic and paper)
• Work with agents for ongoing service needs including the annual enrollment and renewal process
• Identify and present trends to upper management for training opportunities and system enhancements
• Promote cross-sell of additional products to agents after the EB implementation process has concluded
• Assist with the development of training material related to the Employee Benefits Sales process
• Strong problem-solving abilities to assist agents with ad-hoc inforce business requests

Qualifications:

• Possesses strong relationship management skills with ability to create and maintain effective business relationships with business partners within the New York Life corporation
• Possesses excellent written and verbal communication skills with high level of professionalism to interact         with a wide variety of internal and external parties.
• Ability to manage multiple, competing priorities based on financial impact and deadlines in a fast-paced and  challenging environment
• Ability to adapt function/business strategy plans and policies to address operational and service challenges
• Demonstrates ability to conceptualize and provide innovative thinking to develop solutions to improve the agent and client experience
• Demonstrates strong organizational skills and attention to detail in order to produce accurate results Possesses a strong work ethic and displays a sense of urgency for successful and timely processing of work
• Ability to work independently as well as within a team environment
• Ability to anticipate internal and external business challenges and make recommendations for process, product, and service improvements to enhance the agent experience.

Experience

• BA/BS degree required
• 3-5 years of related industry implementation/service experience required
• Extensive knowledge of the Employee Benefits sales cycle, product features, and implementation process
• Prior experience with clients through service or client onboarding
• Knowledge of NYL Career Agency System and the New York Life Worksite Distribution system.
• Proficiency with Microsoft Office suite and SalesForce
• Life and health license preferred

SF: #LI - LS1

#LI-REMOTE 

Salary range:  

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: Yes 

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 www.NewYorkLife.com.

Job Requisition ID: 88754