Associate Service Leader Onsite Relationship Management 93172 jobs in United States
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New York Life Insurance Company · 6 days ago

Associate Service Leader Onsite Relationship Management 93172

New York Life Insurance Company is a Fortune 100 mutual company with a 180-year legacy of purpose and integrity. They are seeking an Associate Service Leader to undergo a management training program focused on operational and leadership skills to prepare for the role of General Office Operations Manager.

FinanceFinancial ServicesInsurance

Responsibilities

Operational training will include procedural and compliance knowledge surrounding the administration of new business for our products, including life insurance, annuities, long term care, mutual funds and disability insurance
It also includes agent contracting and licensing processes and service functions for internal and external customers
Leadership training includes soft skill development, staff performance management, planning and organizing workflows and staff deployment, staff hiring and training, budgets and expense management
The training program will prepare the associate to participate in the management operations of the General Office by working closely with the field management team on important decisions that affect the General Office operation, agent and policyholder service, and staff development
The training program will prepare the associate to contribute to the development of agents by conducting training classes related to life applications, inforce service, agent compensation, and benefits
Following the structured development program, approximately 1-2 years, the individual will be eligible for appointment as Operations Manager in one of our General Office locations

Qualification

Series 99 certificationCustomer service experienceLeadership skillsProblem-solving abilityEthical decision-makingWritten communicationVerbal communicationAdaptability

Required

Bachelor's degree required
Must complete Series 99 (Operations Professional FINRA Exam) within 1 year
Ability to relocate across the United States within 12 to 24 months upon completion of development program (required)
Travel throughout the United States may be required as an Operations Manager Trainee to better develop skills in a variety of environments
Customer-focused, dedicated to and guided by a commitment to service excellence
Accountable, ethical, good decision-making and problem-solving ability
Ability to adapt to quick and constant change
Strong written and verbal communication skills

Preferred

Minimum 2 years of customer service and/or call center experience preferred

Benefits

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

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.

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