Insurance Onsite Relationship Specialist 93031 jobs in United States
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New York Life Insurance Company · 1 month ago

Insurance Onsite Relationship Specialist 93031

New York Life Insurance Company is a Fortune 100 mutual company focused on delivering exceptional experiences for agents and clients. The Insurance Onsite Relationship Specialist will support daily operations in a General Office, acting as the first point of contact for agents and clients while handling various administrative and operational tasks to enhance efficiency.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Provide administrative and operational support to the Managing Partner and management team
Collaborates 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 efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards
Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines
Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.)
Manage resource assignments for new agents, ensuring their onboarding experience is smooth
Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates

Qualification

Customer service experienceOffice administrationMicrosoft Office SuiteEffective communicationProactive problem-solvingRelationship-building skillsOrganizational abilities

Required

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
Strong relationship-building skills
Organizational abilities
Effective communication
Proactive approach to problem-solving

Preferred

Associates, 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

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Deepa Soni
Executive Vice President and Chief Information Officer
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Company data provided by crunchbase