Field Service Onsite Relationship Specialist 94882

New-York-Life; Windsor (CT); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Paid Vacation

Job summary

New York Life is seeking an Operations Specialist in Windsor, CT. This full-time, onsite role supports the Managing Partner and local leadership, handling administrative tasks, onboarding, and client/agent inquiries to ensure smooth daily operations.

You will work closely with the Service Leader to maintain efficient processes, coordinate meetings, manage facilities, and handle routine tasks such as mail, scheduling, and payments. A customer-service background is essential.

Qualifications

• Minimum 3 years of experience in customer service or office administration.
• Excellent written and verbal communication skills.
• Strong computer skills with proficiency in Microsoft Office Suite.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management team.
• Collaborate with the onsite Service Leader to ensure efficient operations.
• Act as a point of contact for agents and clients, addressing inquiries promptly and professionally.
• Greet visitors and manage mail, deliveries, and scheduling.
• Coordinate accounts payable/receivable and reconcile expenses.

Skills

Customer service

Office administration

Communication skills

MS Office

Education

Associate or bachelor’s degree preferred

Tools

Microsoft Office

Job description

Job DescriptionRequisition ID94882DepartmentService Experience Value StreamJob FunctionService Experience Value StreamLocationWindsor,Connecticut,United StatesRole Location DesignationFully OnsiteJob Requisition ID: 94882Location Designation: Fully OnsiteBusiness Unit OverviewJoin 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 OverviewOur 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 DoProvide administrative and operational support to the Managing Partner and management teamCollaborates with the onsite Service Leader to ensure efficient operationsAct as a point of contact for agents, addressing their inquiries promptly and professionallyGreet and welcome visitorsAnswer and direct phone inquiriesCoordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cardsHandle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelinesAssist with facility management (building maintenance requests, troubleshoot local network issues, etc.)Manage resource assignments for new agents, ensuring their onboarding experience is smoothAdditional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidatesWhat You’ll BringRequired Skills: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.Ideal candidate should have a minimum of 3 years experience in a customer service and/or office administrationExcellent written and verbal communication skillsStrong computer skills with proficiency in the Microsoft Office SuiteAssociates, or bachelor’s degree preferred, but not requiredTraining & DevelopmentCustomer 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 InformationThis 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.SalaryCompetitive full-time base salary, overtime eligibility plus target bonusBenefitsPaid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment ProgramCareer OpportunitiesNew York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.Job Level: LEVELCS3Pay TransparencySalary Range: $50,000-$65,000Overtime eligible: NonexemptDiscretionary bonus eligible: YesSales bonus eligible: NoActual 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 requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.Our BenefitsWe 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 InclusionAt 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: 94882