Onsite Operations & Agent Relations Specialist

New York Life; Overland Park (KS); On-site; USD 45,000 - 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 is seeking an Operations Specialist for onsite support at one of our General Offices. You’ll be the first point of contact for agents and clients, performing administrative and operational duties to streamline workflows and support the Managing Partner.

You will collaborate with the on-site Service Leader, handle inquiries, manage mail, payments, and facilities tasks, and help onboard new agents while ensuring compliance and smooth daily operations across the office.

Qualifications

• Strong relationship-building and communication skills.
• Organizational abilities with a proactive approach to problems.
• Experience in administrative and operational support.

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, addressing inquiries promptly and professionally.
• Greet and welcome visitors.
• Answer and direct phone inquiries.
• Coordinate accounts payable and receivable, including managing agent payments and expenses.
• Handle mail and deliveries in accordance with regulatory guidelines.
• Assist with facility management and onboarding of new agents.
• Prepare reports and coordinate meetings and fingerprinting for candidates.

Skills

Relationship-building

Organizational skills

Communication

Problem-solving

Job description

New York Life is seeking an Operations Specialist for onsite support at one of our General Offices. You’ll be the first point of contact for agents and clients, performing administrative and operational duties to streamline workflows and support the Managing Partner.

You will collaborate with the on-site Service Leader, handle inquiries, manage mail, payments, and facilities tasks, and help onboard new agents while ensuring compliance and smooth daily operations across the office.