Onsite Field Service & Relationship Specialist

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

Benefits offered by this job

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Job summary

New York Life | General Offices is seeking an Operations Specialist to support daily onsite operations for agents and clients. You will assist the Managing Partner and Service Leader, coordinate administrative tasks, and ensure smooth processes across the office.

The role emphasizes strong communication, problem solving, and collaboration with various teams. Applicants should have related experience and a proactive approach to improve efficiency in a fully onsite environment.

Qualifications

• Minimum of 3 years experience in customer service and/or office administration.
• Excellent written and verbal communication skills.
• Strong computer skills with 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.
• Collaborates with the onsite Service Leader to ensure efficient operations.
• Act 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, submitting operational expenses, and reconciling purchase cards.
• Handle incoming and outgoing mail and deliveries, distributing correspondence per guidelines.
• Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.).
• Manage resource assignments for new agents, ensuring a smooth onboarding experience.
• Coordinate conference rooms, prepare for meetings, and handle fingerprinting for candidates.

Skills

Customer service experience

Office administration

Communication skills

Microsoft Office proficiency

Education

Associates degree or bachelor’s degree preferred

Tools

Microsoft Office Suite

Job description

New York Life | General Offices is seeking an Operations Specialist to support daily onsite operations for agents and clients. You will assist the Managing Partner and Service Leader, coordinate administrative tasks, and ensure smooth processes across the office.

The role emphasizes strong communication, problem solving, and collaboration with various teams. Applicants should have related experience and a proactive approach to improve efficiency in a fully onsite environment.