Associate Service Leader Onsite Relationship Management 94534

New York Life Insurance Co; Glendale (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Discretionary bonus eligible

Comprehensive benefits

Job summary

New York Life Insurance Co. in Glendale, CA is seeking an Associate Service Leader Onsite Relationship Management to join our Service Experience Value Stream.

This role trains staff on process, contracts, and service functions for agents and policyholders. You will work onsite, complete FINRA exams within a year, and relocate within the US as development progresses, with opportunities to advance to Operations Manager.

Qualifications

• Bachelor’s degree or relevant professional designations and business experience.
• Minimum 2 years of customer service and/or call center experience preferred.
• Must complete 99 and SIE (Operations Professional FINRA Exam) within 1 year.
• Ability to relocate across the United States within 12 to24 months upon completion of development program (required).
• Travel throughout the United States may be required as an Operations Manager Trainee to better develop skills in a variety of environments.
• Customer-focused, dedicated to and guided by a commitment to service excellence.
• Accountable, ethical, good decision-making and problem-solving ability.
• Ability to adapt to quick and constant change.
• Strong written and verbal communication skills.

Responsibilities

• Complete procedural and compliance knowledge surrounding the administration of new business for our products.
• Lead/participate in management operations of the General Office and staff deployment.
• Contribute to agent development by conducting training on life applications and service.

Skills

Customer service

Call center

Relocation ability

Communication skills

Leadership potential

Education

Bachelor’s degree

Job description

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Associate Service Leader Onsite Relationship Management 94534

Glendale, California, United States

Job Description

Requisition ID

94534

Job Function

Service Experience Value Stream

Location

Glendale,California,United States

Role Location Designation

Fully Onsite

Job Requisition ID:94534

Location Designation:Fully Onsite

New York Life has 113 General Offices throughout the country. The General Office is the company’s first point of service for our agents and policyholders.

Role Description:

Operational training will include procedural and compliance knowledge surrounding the administration of new business for our products, including life insurance, annuities,long termcare, mutualfundsand disability insurance.It also includes agent contracting and licensing processes and service functions for internal and external customers.

Leadership training includes soft skill development, staff performance management, planning and organizing workflows and staff deployment, staff hiring and training,budgetsand expense management.

The training program will prepare the associate toparticipatein the management operations of the General Office by working closely with the field management team on important decisions that affect the General Office operation, agent and policyholder service, and staff development.

The training program will prepare the associate to contribute to the development of agents by conducting training classes related to life applications,inforceservice, agent compensation, and benefits.

Following the structured development program,approximately 1-2years, the individual will be eligible for appointment as Operations Manager in one of our General Office locations.

Qualifications:

• Bachelor’s degree or relevant professional designations and business experiencerequired
• Minimum 2 years of customer service and/or call center experience preferred
• Must complete 99 and SIE (Operations Professional FINRA Exam) within 1 year
• Ability torelocateacross the United States within 12 to24 monthsupon completion of development program (required)
• Travel throughout the United States may berequiredas an Operations Manager Trainee to better develop skills in a variety of environments
• Customer-focused, dedicated to and guided by a commitment to service excellence
• Accountable, ethical, good decision-making and problem-solving ability
• Ability to adapt to quick and constant change
• Strong written and verbal communication skills

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

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'reproud that due to our mutuality, weoperatein 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 GoodAtLife.” To learn more, please visit LinkedIn, ourNewsroomand the Careers pageof www.NewYorkLife.com .

Job Level: LEVELCS4

Pay Transparency

Salary Range:$60000-$75000

Discretionary bonus eligible:Yes

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID: 94534