Remote Agent Productivity & Operations Specialist

New York Life; New York (NY); On-site; USD 52,000 - 74,000; Full time

Benefits offered by this job

Leave programs

Adoption assistance

Student loan repayment

Job summary

New York Life is seeking an Agent Assist Associate to provide administrative, new business, marketing, and compliance support to its agents. You will manage case tracking across core products, maintain client data in Sales Central, and assist with client communications and scheduling while collaborating with licensing, compliance, underwriting, and field operations.

Success depends on strong organization, attention to detail, and proficiency with NYL systems.

Qualifications

• Experience in administrative support, operations, case management, or client service—preferably within financial services, insurance, or a regulated environment.
• Strong proficiency with CRM platforms and Microsoft Office tools, with attention to data entry and reporting.
• Excellent written and verbal communication, able to engage professionally with agents, clients, and cross-functional partners.

Responsibilities

• Drive agent productivity by managing operational and administrative workflows that support new business growth and client service excellence.
• Manage and track new business cases across Life, Annuity, LTC, and IDI products, monitor pipelines, follow up on requirements, move to policy placement.
• Maintain accurate client records in Sales Central and related systems, perform data updates and reporting for outreach and planning.
• Coordinate scheduling and client communications, book appointments, assist with in-force service requests, ensure professional client experience.
• Support marketing and events, manage calendars, prepare materials for compliance review, assist with seminar logistics.

Skills

Administrative support

CRM platforms

Microsoft Office (Outlook, Excel)

Written and verbal communication

Time management

Collaborative teamwork

Education

Associates or Bachelor's degree preferred

Tools

Sales Central

Marketing Central

Revver

App Central

Job description

New York Life is seeking an Agent Assist Associate to provide administrative, new business, marketing, and compliance support to its agents. You will manage case tracking across core products, maintain client data in Sales Central, and assist with client communications and scheduling while collaborating with licensing, compliance, underwriting, and field operations.

Success depends on strong organization, attention to detail, and proficiency with NYL systems.