Field Service Onsite Relationship Specialist

New York Life Insurance Co; Anchorage (AK); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full benefits package

Student loan repayment programs

Adoption assistance

Job summary

New York Life Insurance Co in Anchorage seeks Field Service Onsite Relationship Specialist to support agents and clients, drive efficient operations, and help onboarding of new agents.

This fully onsite role requires strong relationship-building, organization, and proactive problem-solving, with opportunities to participate in benefits programs and contribute to a trusted customer experience.

Qualifications

• 3 or more years of customer service and/or office administration experience.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management team.
• Collaborates with the onsite Service Lead to ensure efficient operations.
• Serve as a point of contact for agents and clients, addressing inquiries promptly.
• Greet and welcome visitors and answer phone inquiries.
• Coordinate accounts payable/receivable and reconcile expenses for agents.
• Assist with facility management and onboarding for new agents.

Skills

Customer service

Office administration

Communication skills

Education

Associate's degree preferred

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Field Service Onsite Relationship Specialist

Anchorage, Alaska, United States

Service Experience Value Stream

Job Requisition ID: 94641

Location Designation: Fully Onsite

Job Description

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

Role Overview

Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This roleresideswithin our Service organization and is the first point of contact for agents and clients. In addition, theyprovide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. The role requires strong relationship-building skills, organizational abilities, effective communication,as well asa proactive approach to problem-solving, ensuring the smooth functioning of the organization.

What You’ll Do

Provide administrative and operational support to the Managing Partner and management team

Collaborateswith theonsite Service Leaderto ensure efficient operations

Act as a point of contact for agents, addressing their inquiries promptly and professionally

Greetand welcome visitors

Answer and direct phone inquiries

Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments,submittingoperational expenses, and reconcilingpurchase cards

Handle incoming and outgoing mail and deliveries, to include incoming correspondence distributionin accordance withregulatory guidelines

Assistwith facility management (building maintenance requests,troubleshootlocal network issues, etc.)

Manage resource assignments for new agents, ensuring their onboarding experience is smooth

Additionaladministrative duties such as controlreports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates

What You’ll Bring

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Required Skills

Ideal candidate should have a minimum of 3 yearsexperienceina customerservice and/oroffice administration

Excellent written and verbal communication skills

Strong computer skills withproficiencyin the Microsoft Office Suite

Associates, or bachelor’s degree preferred, but notrequired

Training & Development

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

Shift Information

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

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

Job Level

LEVELCS3

Salary Range

$45,000-$65,000

Discretionary Bonus Eligible

Yes

Additional Eligibility

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

Benefits

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 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.

Recognized as one 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: 94641

Disclaimer 1 : Eligibility for, and benefits under, the Pension Plan and 401(k) Savings Plan (“Plans”) are determined in accordance with the terms of the applicable plan document. Employees of certain subsidiaries, including but not limited to Group Benefit Solutions, employees of Life Insurance Company of North America and New York Life Group Insurance Company of NY, are not eligible to participate in the Pension Plan. In the event of a conflict between this information and the applicable plan document, the applicable plan document governs. The Company reserves the right to amend or terminate the Plans at any time.