Agent Operations Specialist 94812

About the role

As an Agent Assist Associate you will provide administrative, new‑business, marketing, and compliance support to New York Life agents, helping them operate more efficiently and focus on revenue‑generating activities. The role manages case tracking across core products, maintains client data in Sales Central, supports marketing execution, coordinates client communications and scheduling, and ensures follow‑through on in‑force service needs. Success requires strong organization, attention to detail, familiarity with NYL systems and tools, and the ability to collaborate across licensing, compliance, underwriting, and field operations.

Responsibilities

• Manage and track new‑business cases across Life, Annuity, LTC, and IDI products, proactively monitoring pipelines, following up on outstanding requirements, and ensuring timely movement from submission through policy placement.
• Maintain accurate and complete client records within Sales Central and related systems, performing regular data updates, segmentation, and reporting to support agent outreach and business planning.
• Coordinate scheduling and client communications, including booking and confirming appointments, assisting with in‑force service requests, and ensuring a consistent, professional client experience.
• Execute marketing and event support activities, such as managing marketing calendars, generating client‑touchpoint reports, preparing materials for compliance review, and assisting with seminar logistics.
• Collaborate with underwriting, licensing, compliance, and field‑operations partners to resolve case issues, escalate concerns when appropriate, and provide informed recommendations that improve workflow efficiency and overall service delivery.

Requirements

• Experience in administrative support, operations, case management, or client service—preferably within financial services, insurance, or a regulated environment.
• Strong proficiency with CRM platforms, case‑management systems, and Microsoft Office tools (especially Outlook and Excel), with demonstrated accuracy in data entry and reporting.
• Excellent written and verbal communication skills; ability to engage professionally with agents, clients, and cross‑functional partners.
• Proven organizational and time‑management skills, including the ability to prioritize competing tasks, meet deadlines, and work independently in a fast‑paced environment.
• Sound problem‑solving skills and judgment; ability to identify process gaps, recommend improvements, and escalate issues appropriately.
• A collaborative, service‑oriented approach that values diverse perspectives and contributes to an inclusive, team‑driven culture.

Preferred Skills

• Familiarity with systems such as Sales Central, Marketing Central, Revver, App Central, or similar financial‑services platforms.
• Knowledge of life insurance, annuity, LTC, or disability insurance new‑business and in‑force servicing processes.
• Experience supporting marketing campaigns, client events, or compliance‑related workflows.
• Exposure to licensing, underwriting, or regulatory processes within a financial‑services organization.

Associates or Bachelor’s degree preferred, or equivalent years of related experience.

Pay

Salary range: $51,500 – $73,500. Position is non‑exempt and eligible for overtime. Employees may receive an annual discretionary bonus and may participate in an additional incentive program.

Benefits

New York Life offers a comprehensive benefits package that includes leave programs, adoption assistance, student‑loan repayment programs, and other modern‑workforce offerings. The benefits suite is continuously refined based on employee feedback to support flourishing both inside and outside of work.

Commitment to Inclusion

New York Life is dedicated to fostering an inclusive workplace where individuals can contribute their best and succeed together. Our core values of humanity and integrity guide a culture that values diverse perspectives, ensuring every employee feels valued and supported while we serve communities with financial security and peace of mind.