Field Service Onsite Relationship Specialist 94882

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 help shape seamless customer experiences—whether assisting agents with life‑insurance needs, supporting strategic initiatives to enhance the operating environment, or educating agents on innovative digital solutions. Your work will directly impact customer trust and loyalty.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management team
• Collaborate with the onsite Service Leader to ensure efficient operations
• Act as a point of contact for agents, addressing inquiries promptly and professionally
• Greet and welcome visitors
• Answer and direct phone inquiries
• Coordinate accounts payable and receivable, including managing agent payments, submitting operational expenses, and reconciling purchase cards
• Handle incoming and outgoing mail and deliveries, including distribution of incoming correspondence per regulatory guidelines
• Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.)
• Manage resource assignments for new agents to ensure a smooth onboarding experience
• Perform 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 to ensure smooth functioning of the organization.

Skills

• 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
• Associate’s or bachelor’s degree preferred but not required

Benefits

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

Pay

Competitive full‑time base salary with overtime eligibility and target bonus. Pay transparency salary range: $50,000–$65,000. Position is non‑exempt (overtime eligible). Discretionary bonus eligible; sales bonus not eligible. Actual base salary will be based on experience, skills, qualifications, and location. Employees are also eligible for an annual discretionary bonus and may participate in an incentive program.

Schedule

Full‑time onsite position, Monday through Friday. Flexible to work any 7.5‑hour shift between 8:00 AM and 5:00 PM.