Onsite Relationship & Operations Specialist

New York Life Insurance Co.; New York (NY); Vor Ort; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Zusammenfassung

New York Life Insurance Co. in Brooklyn seeks an Operations Specialist to support the Managing Partner and regional leadership with administrative and operational tasks.

You will be the first point of contact for agents and clients, greet visitors, handle mail, coordinate payments, and assist with facilities and onboarding. The role emphasizes relationship-building, organization, proactive problem solving, and strong communication.

Qualifikationen

• Minimum 3 years of experience in customer service and/or office administration
• Strong written and verbal communication skills
• Proficient with Microsoft Office Suite (Word, Excel, Outlook) and basic IT troubleshooting

Aufgaben

• Provide administrative and operational support to the Managing Partner and leadership team
• Collaborate with onsite Service Leader to ensure efficient operations
• Greet visitors and serve as a primary point of contact for agents and clients
• Coordinate accounts payable/receivable and prepay/expenses; reconcile purchase cards
• Manage mail, deliveries, and document routing in line with regulatory guidelines
• Assist with facilities management and onboarding of new agents
• Prepare for meetings, manage conference rooms, and handle fingerprinting for candidates

Kenntnisse

Customer service

Office administration

Communication

Microsoft Office

Ausbildung

Associates or Bachelor’s degree preferred

Tools

Microsoft Office Suite

Jobbeschreibung

New York Life Insurance Co. in Brooklyn seeks an Operations Specialist to support the Managing Partner and regional leadership with administrative and operational tasks.

You will be the first point of contact for agents and clients, greet visitors, handle mail, coordinate payments, and assist with facilities and onboarding. The role emphasizes relationship-building, organization, proactive problem solving, and strong communication.