Onsite Relationship & Operations Specialist

New York Life Insurance Co.; Waltham (MA); 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 for its fully onsite General Offices.

You will support the Managing Partner and management, coordinate with the onsite Service Leader, and serve as the first point of contact for agents and clients. The role demands strong relationship-building, organizational skills and proactive problem-solving, with daily duties spanning communications, scheduling, accounts payable/receivable, mail handling, and event-ready meeting prep.

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 the 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 their inquiries promptly and professionally.
• Greet and welcome visitors.
• Answer and direct phone inquiries.
• Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards.
• Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines.
• Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.).
• Manage resource assignments for new agents, ensuring their onboarding experience is smooth.
• Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates

Skills

Customer service

Office administration

Communication skills

Microsoft Office Suite

Education

Associates or bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

New York Life Insurance Co. is seeking an Operations Specialist for its fully onsite General Offices.

You will support the Managing Partner and management, coordinate with the onsite Service Leader, and serve as the first point of contact for agents and clients. The role demands strong relationship-building, organizational skills and proactive problem-solving, with daily duties spanning communications, scheduling, accounts payable/receivable, mail handling, and event-ready meeting prep.