Administrative Assistant, Field Operations and Supervision

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Date: Aug 14, 2019

Location: Waltham, MA, 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 www.NewYorkLife.com.

 

New York Life’s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States.  Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales.  Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. 

 

Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers.  The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women’s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.

 

 

Role Overview

  • General Administrative and Secretarial functions (Filing, Follow-up Calls, Appointment Setting, tracking of activity status, creating reports, limited Travel Booking, etc.) for the Corporate Vice President plus three other team members.
  • Prepares Agency Standards reports, prepares for Office of Supervisory Jurisdictions (OSJ) Inspections Files and participates in follow-up processes to close out OSJ’s within the 30-day time after they are completed.
  • Handles creation of warning and disciplinary action letters (follow-up with team members in securing warning letters and forwards to the Home Office for processing).
  • Pre-reviews paperwork and works with the Agency Standards Managers in the G.O.’s for outstanding items.
     
      

Qualifications

  • Minimum of 3-5 years of administrative experience
  • Proven expertise in Microsoft Office applications including - Excel worksheets, Word, PowerPoint and knowledge of Access database application helpful
  • Strong organizational skills
  • Strong communication skills both verbal and written
  • Handle follow-up communications with Managing Partner, Agents and GO Agency Standards Managers and Home Office staff

 

EOE M/F/D/V

 

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Nearest Major Market: Waltham
Nearest Secondary Market: Boston

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