Date: Mar 16, 2023

Location: Tacoma, WA, 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.




Operations & Customer Service Manager (MG1), Service Leader




This fast-paced role includes leading a customer-focused service team to provide support to our external and internal customers:  Agents, Agency Management, and Policyholders. Your team’s primary functions are to provide a seamless onboarding experience for agent candidates, ensuring they are contracted timely & overseeing applications through the new business process. You and your team will be responsible for on-site operations and service. You will be responsible for training and developing others, conducting team member check-ins, and leading and contributing to planning sessions. You will also be responsible for following company guidelines and established regulatory procedures (FINRA, SEC, state DOI, etc.). 


Who You Are:

You like to be of service to others and have a passion for supporting your customer

You have a passion for coaching, empowering, developing, and inspiring others

You are patient, humble, and presume positive intent

You are a change leader, known for driving innovation and excellent at acting with agility

You are naturally curious and a quick study

You are an excellent presenter with strong written and verbal communication skills and you possess the ability to communicate with all levels of internal and external stakeholders


What You’ll Need:

Bachelor’s degree required

Demonstrated leadership ability with at least two years of supervisory experience

Series 99 FINRA registration required within first six months or candidates currently holding Series 6 or 7 licenses would satisfy this requirement.


What Really Excites Us:

Previous customer service or hospitality experience

Career-minded individual

Business acumen

Ability to make sound decisions with agile problem-solving skills





Salary range: $65,000-$95,000 

Overtime eligible: Exempt 

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: 88575



Nearest Major Market: Tacoma

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