Onsite Relationship & Operations Specialist

New York Life Insurance Co.; Raleigh (NC); On-site; USD 46,000 - 63,000; 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 at our General Office. You will assist the Managing Partner and leadership, coordinate office tasks, and ensure smooth interactions with agents and clients in a fully onsite role.

The position requires strong relationship-building, organizational abilities, and proactive problem-solving. A minimum 3 years in customer service or office administration is preferred, with strong MS Office skills and effective

Qualifications

• Minimum 3 years experience in customer service and/or office administration.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Provide administrative and operational support to the Managing Partner and leadership.
• Collaborate with onsite Service Leader to ensure efficient operations.
• Serve as a primary contact for agents, addressing inquiries promptly and professionally.
• Greet and assist visitors; manage phone inquiries.
• Coordinate accounts payable/receivable and agent-related expenses.

Skills

Customer service

Office administration

Relationship building

Communication

MS Office

Education

Associates degree preferred

Tools

Microsoft Office

Job description

New York Life Insurance Co. is seeking an Operations Specialist to support daily operations at our General Office. You will assist the Managing Partner and leadership, coordinate office tasks, and ensure smooth interactions with agents and clients in a fully onsite role.

The position requires strong relationship-building, organizational abilities, and proactive problem-solving. A minimum 3 years in customer service or office administration is preferred, with strong MS Office skills and effective