Field Service Onsite Relationship Specialist 94403

About the role

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management team
• Collaborates with the onsite Service Leader to ensure efficient operations
• As a point of contact for agents, address their inquiries promptly and professionally
• Greet and welcome visitors
• Answer and direct phone inquiries
• Cook up accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards
• Coordinate incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines
• Aid with facility management (building maintenance requests, troubleshoot local network issues, etc.)
• Manage resource assignments for new agents, ensuring their onboarding experience is smooth
• Assist with additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates

Requirements

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Qualifications

• Minimum of 3 years experience in a 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

Skills

• Customer Service Representative receives on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing
• Coaching and feedback are provided to help you gain the necessary skills to be successful

Benefits

• Paid Vacation
• Health Care
• 401K match
• Pension Plan
• Tuition Assistance
• Flexible Spending Accounts
• Student Loan Repayment Program

Pay

Competitive full-time base salary, overtime eligibility plus target bonus

Schedule

This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM.