Senior Associate, AARP Program Management

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Date: Jan 30, 2019

Location: White Plains, NY, 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

The AARP Agent Program is a critical element to NYL's overall relationship with AARP.  This role owns and supports key aspects of this important program, including key facets of program management, marketing support, data management and processes management.  This role also helps to develop and support key prospecting strategies and business alliances through the Group Membership Organization.

 

  • Primary contact for AARP program Agents with questions, information requests and issues needing resolution that come in through the phone and program email box
  • Manage event and seminar support for program Agents
  • Manage program certification and recertification processes, including responding to agent questions/issues, maintain online modules to ensure they are operational and compliance approved
  • Program liaison to IT to support the program infrastructure
  • Owns the management and maintenance of the LTC Options lead pool, including the invitation and removal processes
  • Supports LTC Options lead fee processing, including making recommendations on all reimbursement requests
  • Responsible for all reporting and data requests related to the AARP Agent Program and LTC Options
  • Owns NYL's process for AARP Field Director visits and is the point person for AARP Field Directors
  • Represents NYL on the AARP Marketing Oversight Committee and supports the Agent Advisory Board and Core Team meetings with AARP
  • Editor-in-Chief for the AARP Agent Program newsletter and responsible for its monthly development and distribution

 

Qualifications

  • Bachelor’s Degree
  • Minimum of 5 years of relevant experience (Corporate Marketing B2B/B2C)
  • Strong understanding of the New York Life Agency system and prospecting
  • Strong understanding of how associations operate
  • Proficient in Word, Excel and PowerPoint
  • Strong writing and oral skills
  • Detailed oriented
  • Strong organization skills
  • Strong customer orientation
  • Strong interpersonal skills to work with AARP/New York Life Direct, Group Membership's relationship managers, Agency field management
  • Strong presentation skills: the ability to deliver presentations in-person and virtually to program Agents

 

SF:EF-MM1

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EOE M/F/D/V

 

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Nearest Major Market: White Plains
Nearest Secondary Market: New York City

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