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New York Life Insurance Company · 3 weeks ago

Service Leader, Onsite Relationship Management 93106

Tampa,Florida,United States

Full-time

Onsite

Mid Level

$70K/yr - $90K/yr

New York Life Insurance Company is seeking a Service Leader to join their dynamic management team in Tampa, Florida. In this role, you will serve as a relationship manager, ensuring effective communication and collaboration between the Service team and local Agency partners while driving service improvements and supporting local office operations.

FinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Champion Service Relationships: Serve as the trusted point of contact for GO Agency Managers, recruiters, and agents, understanding their unique needs and ensuring that they receive the service support they need to succeed

Resolve Service Escalations: Address concerns with empathy, urgency, and accountability to maintain agent satisfaction and build long-term loyalty; follow through on complex service challenges to ensure resolution

Support Strategic Sales Engagements: Collaborate with our Agency sales team to align service initiatives with business development goals, including incentive programs and agent enablement

Provide AI & Digital Support: Deliver training, support, and guidance on the use of AI-driven tools and digital platforms, helping agents and staff leverage innovative solutions for enhanced productivity and service excellence

Coordinate Local Engagement Events: Plan and execute local events that reinforce partnership, drive engagement, and create opportunities for connection between Service and our sales partners

Enable Change and Adoption: Lead training and onboarding for new service tools and capabilities, fostering adoption and continuous improvement

Oversee Office Operations: Manage local facilities and technology support; in partnership our Service team, ensure an environment that supports relationship-building and productivity

Support Financial Accuracy: Oversee local financial processes with precision, ensuring transparency and accountability in service-related expenditures

Qualification

FINRA SIESeries 99Bachelor’s degreeCustomer-centric mindsetMicrosoft Office SuiteClient relationship experienceTrainingCoaching backgroundProactive mindsetInterpersonal skillsProblem-solving skills

Required

Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire

Bachelor's degree

Strong interpersonal and communication skills, with a proven ability to build trusted relationships at all levels

Ability to effectively advocate for the utilization of new service capabilities among our local Agency partners, and influence strong adoption of digital solutions

Customer-centric mindset with a passion for understanding and exceeding expectations

Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and SharePoint

Ability to learn quickly while managing in-office responsibilities

Proactive mindset in identifying and resolving service challenges

Preferred

Experience in a client relationship, account management, or internal business partner-facing role

Ability to influence across functions and levels without direct authority

Strong problem-solving and analytical skills

Background in training or coaching preferred

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Company

New York Life Insurance Company

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

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

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)