Field Service Onsite Relationship Specialist 94750

New York Life Insurance Co; Waltham (MA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Overtime eligibility

Target bonus

Discretionary annual bonus

Job summary

New York Life Insurance Co is seeking an Operations Specialist to provide administrative and operational support in our Waltham General Office. You will work with the Managing Partner and Service Leader to keep daily operations smooth and responsive for agents and clients.

The role requires strong relationship-building, organization, and proactive problem-solving. Opportunity to contribute to onboarding, scheduling, and regulatory-compliant processes in a fully onsite environment.

Qualifications

• Minimum 3 years in customer service or office administration.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Associates or bachelor's degree preferred, but not required.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management team.
• Collaborate with the onsite Service Leader to ensure efficient operations.
• Serve as a point of contact for agents, addressing inquiries promptly and professionally.
• Greet and welcome visitors.
• Answer and direct phone inquiries.
• Coordinate accounts payable and receivable, including agent payments and reconciling purchase cards.
• Handle incoming and outgoing mail and deliveries per regulatory guidelines.
• Assist with facility management and network issue troubleshooting.
• Manage resource assignments for new agents and onboarding.
• Support other administrative duties such as reports, meeting prep, and fingerprinting for candidates.

Skills

Customer service

Office administration

Excellent communication

MS Office

Education

Associate's or Bachelor's degree preferred

Tools

Microsoft Office

Job description

Field Service Onsite Relationship Specialist

Waltham, Massachusetts, United States

Job Description

Requisition ID

94750

Department

Job Function

Service Experience Value Stream

Location

Waltham,Massachusetts,United States

Role Location Designation

Fully Onsite

Business Unit Overview

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 role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide 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 as a 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
• Collaborates with the onsite Service Leader to ensure efficient operations
• Act as a point of contact for agents, addressing their inquiries promptly and professionally
• Greet and welcome visitors
• Answer and direct phone inquiries
• Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards
• Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines
• Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.)
• Manage resource assignments for new agents, ensuring their onboarding experience is smooth
• Additional administrative duties such as control reports, 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 years experience in a customer service and/or office administration
• Excellent written and verbal communication skills
• Strong computer skills with proficiency in the Microsoft Office Suite
• Associates, or bachelor’s degree preferred, but not required

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

Pay Transparency

Salary Range:$50,000-$65,000

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.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

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. 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 of www.NewYorkLife.com .

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Job Requisition ID:94750

Family Friendly Benefits

Find benefits that support your unique family situation, including fertility assistance, paid new-parent benefits, backup childcare services, free virtual tutoring, and more.

We Invest in Your Future

Enjoy a more secure future with a company-sponsored pension plan for eligible employees and a savings plans with a company match 1 .

Take advantage of our tuition reimbursement program to further your education and advance your career with job-related courses and programs.

Summer Flex Time

Take time for yourself and your loved ones. Enjoy reduced working hours during the summer months.

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.