Field Service Onsite Relationship Specialist

Location: Fully Onsite

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 shape seamless customer experiences by supporting agents, strategic initiatives, and digital solutions. This role resides within our Service organization and serves as the first point of contact for agents and clients, while providing dedicated support to the local Managing Partner.

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 their 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 distributing incoming correspondence in accordance with regulatory guidelines
• Assist with facility management (building maintenance requests, troubleshooting local network issues, etc.)
• Manage resource assignments for new agents, ensuring a smooth onboarding experience
• Perform additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates

Requirements

• Minimum of 3 years of experience in 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
• Strong relationship-building skills, organizational abilities, and a proactive approach to problem-solving

Training & Development

Customer Service Representatives receive 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.

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.

Pay

Competitive full-time base salary range: $45,000-$65,000. Overtime eligible (nonexempt) and discretionary bonus eligible. Actual base salary will be determined based on experience, skills, qualifications, and job location.

Benefits

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

Career Opportunities

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting, and claims.