Onsite Operations & Agent Relations Specialist

New York Life Insurance Co.; Riverside (CA); 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 Insurance Co. is seeking an Operations Specialist to support daily operations in one of our General Offices. You will serve as the first point of contact for agents and clients, handling administrative duties and facilitating efficient workflows across the service team.

The role requires strong relationship-building, organizational skills, and proactive problem-solving. A minimum of 3 years in customer service or office administration is preferred, with proficiency in Microsoft

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.

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 requests related to Agent payments, submitting operational expenses, and reconciling purchase cards.
• Handle incoming and outgoing mail and deliveries, including distribution per regulatory guidelines.
• Assist with facility management (maintenance requests, troubleshooting local network issues).
• Manage resource assignments for new agents, ensuring smooth onboarding.
• Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and fingerprinting for candidates.

Skills

Relationship-building

Organizational abilities

Effective communication

Problem-solving

Customer service

Education

Associates or Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

New York Life Insurance Co. is seeking an Operations Specialist to support daily operations in one of our General Offices. You will serve as the first point of contact for agents and clients, handling administrative duties and facilitating efficient workflows across the service team.

The role requires strong relationship-building, organizational skills, and proactive problem-solving. A minimum of 3 years in customer service or office administration is preferred, with proficiency in Microsoft