Onsite Field Service Relationship Specialist

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

Benefits offered by this job

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

FSAs

Student Loan Repayment

Job summary

New York Life is seeking an Operations Specialist for our Waltham office to support the Managing Partner and local leadership. You will handle daily administrative tasks, coordinate with the Service Leader, and act as the first point of contact for agents and clients.

You’ll manage mail, payments, onboarding, and facilities, ensuring smooth operations and timely responses in a fast-paced insurance environment.

Qualifications

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

Responsibilities

• Provide administrative and operational support to the Managing Partner and leadership team.
• Collaborate with onsite Service Leader to ensure efficient operations.
• Serve as a point of contact for agents, addressing inquiries promptly and professionally.
• Greet visitors and manage incoming calls, mail, and deliveries.
• Coordinate accounts payable/receivable and process expenses and reimbursements.
• Assist with facility management and minor IT/network troubleshooting.
• Support onboarding of new agents and fingerprinting for candidates.
• Prepare control reports, schedule meetings, and manage conference rooms.

Skills

Customer service

Office administration

Communication

MS Office

Education

Associates or Bachelor’s degree preferred

Job description

New York Life is seeking an Operations Specialist for our Waltham office to support the Managing Partner and local leadership. You will handle daily administrative tasks, coordinate with the Service Leader, and act as the first point of contact for agents and clients.

You’ll manage mail, payments, onboarding, and facilities, ensuring smooth operations and timely responses in a fast-paced insurance environment.