Reporting Specialist - Office Support 88970

Date: May 19, 2023

Location: Waltham, MA, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



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.




Reporting Specialist - Office Support

***Hybrid work schedule: work in office 4 days, work from home 1 day***


Primary Responsibilities:

  • Provide support to agency management including presentations and bulletins, answer and make phone calls, set and prepare for appointments, print production reports from Company systems.
  • Participates in event planning for training sessions, webinars, kick-off events and other meetings.
  • Daily correspondence including email, bulletins, opening mail, etc.
  • Tracking and logging contests



  • Associates, or Bachelor’s degree preferred, or equivalent years of related experience
  • Advanced skills in Microsoft Excel, PowerPoint and Access
  • The ideal candidate should have experience managing expense reports, complex calendars, reports, and email communications
  • Strong computer skills and ability to multitask
  • Strong written and verbal communication skills required


Training & Development:

Employees receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.


Shift Information:

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week.



Competitive full-time base salary, overtime eligibility plus target bonus



Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program


Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.







Salary range: $40,000-$50,000 

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.


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: 88970



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