Manager, Service Leader 80269


Date: Jan 10, 2019

Location: Tulsa, OK, US

Company: New York Life Insurance Co


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


Manager, Service Leader



  • Responsible for General Office operations and staff development including life new business functions, agent contract and license support, staff recruitment and development and overall customer service.  Acts as a mentor and trainer to lower level processors.  Responsible for development and performance of direct reports as well as Service staff at large. 
  • Lead the service provided to Agents, Agency Management and customers in the day-to-day operations of the General Office. 
  • Lead the processing of Life new business in the General Office including all related accounting functions.
  • Lead the processing of Agent contracts and licensing functions including all related agent set up activities.
  • Participate in GO Management meetings including Weekly and Monthly Planning meetings, Annual Plan and Agency meetings.  Prepare required G.O. reports for Zone, Home Office and local Agency Management.
  • Conducts training of new and established agents and their staff related to new business and agent compensation and benefits, recruiting, retention and recognition programs as well as Agent compensation and benefit programs.    
  • Conduct individual performance review and planning sessions with G.O. staff members including formal performance Management meetings and forms.   Prepare and conduct G.O. staff development functions including training and staff assignment schedules, staff deployment, staff meetings, employee relations and attendance issues.  
  • Lead financial functions within GO operations including local expenses, Agency programs (rent, telephone, FT program, copier, marketing), Agent ledger debit programs. 
  • Individual is responsible to follow company guidelines and established regulatory procedures (FINRA, SEC, state DOI, etc.). 




  • At least 2 years of Office Supervision Experience is required.
  • Bachelors Degree required
  • Series 99 Operational Professional  Registration is required
  • Knowledge of company systems is required.  Life application systems - NB21, GeODE, CIP, AML database, AutoC, Rumba - SEPS, MRDP; Agent Contract and Licensing systems - ACS, GeODE, Marketer, WebCRD, E&O, etc.
  • Detailed knowledge of products, structure and systems necessary to resolve policy holder inquiries and problems. 
  • Individual is required to have an understanding of the new business functions, agent contract and licensing as well as in-force policy service functions in order to provide quality and accurate service to customers.  Additionally, the job requires knowledge of Agency department.
  • Ability to make decisions and troubleshoot issues independently is necessary. 
  • Individual is expected to engage in professional development.


Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.




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Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

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