New York Life Insurance Company · 6 days ago

Operations Team Analyst

Oklahoma City, OK

Full-time

Hybrid

Entry Level

$40K/yr - $42K/yr

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Insider Connection @New York Life Insurance Company

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Processing Agent EFT Requests: Efficiently manage requests related to agent payments.

Printing and Mailing Checks/Policies: Assemble and mail policies and checks to agents and clients, ensuring accuracy.

Handling Policy Information Requests: Assist with inquiries related to policies and orphan leads.

Maintaining Agent Agreements: Keep accurate records of agent occupancy, phone usage, hoteling, collaboration, and expense allowances.

Financial Administration: Pay office bills, submit operational expenses, and reconcile purchase cards.

Agent Updates and Graduation: Execute updates to U4 forms, address changes, FINRA updates, and new agent graduations.

Control Reporting: Assist with Internal Control Financial Reporting (ICFR) processes

Agent Program Facilitation: Provide information on the Successor Agent, Outside Business Activity, and Agent Mentorship programs.

Onsite Duties: Greet In Person guests and answer phones, Manage local GO/Sales Office incoming and outgoing mailing duties, Assign Agent space, phone, mailbox, security access, and copier codes, Order and maintain Office supplies, Handle fingerprinting and I-9 verification for candidates at the local GO.

Qualification

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Computer skillsMicrosoft OfficeCommunicationProblem-solving