Onsite Service Relationship Leader

New York Life; Harrisburg (Dauphin County); On-site; USD 75,000 - 95,000; Full time

Job summary

New York Life in Harrisburg is seeking a Service Leader to strengthen connections between the Service team, Managing Partner, recruiters and agents. You will act as the primary liaison, ensuring seamless communication and alignment of service support with local needs.

As a trusted advisor, you’ll guide the adoption of digital solutions, oversee onsite specialists, drive events, training, and performance improvements while maintaining focus on customer trust and loyalty.

Qualifications

• Must pass FINRA SIE and Series 99 within first six months
• Bachelor's degree required
• Strong interpersonal and communication skills with ability to build trusted relationships at all levels
• Ability to advocate for new service capabilities and drive adoption of digital solutions
• Customer-centric mindset with a passion for meeting expectations
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint
• Ability to learn quickly while managing in-office responsibilities
• Proactive mindset in identifying and resolving service challenges

Responsibilities

• Champion service relationships as the trusted contact for GO Agency Managers, recruiters, and agents
• Resolve service escalations with empathy and accountability to maintain agent satisfaction
• Oversee onsite specialists and monitor workloads to meet productivity metrics
• Support strategic sales engagements with alignment to business development goals
• Provide AI and digital support training on AI-driven tools and platforms
• Coordinate local engagement events to strengthen partnerships
• Enable change and adoption through training for new service tools
• Oversee office operations and local facilities in partnership with the Service team
• Manage local financial processes with transparency and accountability

Skills

Interpersonal skills

Communication skills

MS Office proficiency

Digital adoption

Education

Bachelor's degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

SharePoint

Job description

New York Life in Harrisburg is seeking a Service Leader to strengthen connections between the Service team, Managing Partner, recruiters and agents. You will act as the primary liaison, ensuring seamless communication and alignment of service support with local needs.

As a trusted advisor, you’ll guide the adoption of digital solutions, oversee onsite specialists, drive events, training, and performance improvements while maintaining focus on customer trust and loyalty.