New York Life Insurance Company · 19 hours ago
Associate, Fulfillment Analyst
New York Life Insurance Company is dedicated to delivering comprehensive insurance and absence management solutions. The Associate, Fulfillment Analyst role involves fulfilling enrollment materials, ensuring quality and compliance, and supporting cross-functional coordination for client needs.
FinanceFinancial ServicesInsurance
Responsibilities
Fulfill enrollment and ongoing education material requests in alignment with defined SLAs, quality standards, and compliance requirements
Develop, customize, and review enrollment and marketing materials including, but not limited to, pre-enrollment flyers, posters, e-cards, rate sheets, benefit summaries, educational presentations (live and virtual), and enrollment forms
Interpret policy language and underwriting guidance to accurately produce benefit summaries, enrollment forms, beneficiary forms, and evidence of insurability documents
Verify accuracy, completeness, and compliance of all materials prior to release to brokers, clients, or internal partners
Coordinate printing, shipping, and fulfillment logistics as required
Partner with Enroller Managers and internal stakeholders to understand material and training needs for upcoming enrollment events
Support a consistent requester and client experience by adhering to intake processes, communication standards, and documentation requirements
Identify and escalate risks, exceptions, or ambiguities early to prevent rework, delays, or compliance exposure
Participate in continuous improvement activities and tools that add measurable value to the business area, including but not limited to team huddles, root cause problem solving sessions, standard work documentation, and workflow optimization
Contribute feedback on enrollment tools, systems, vendor outputs, and processes, identifying opportunities to improve efficiency, quality, scalability, and client experience
Support team initiatives and projects aimed at scaling enrollment fulfillment capabilities to meet increasing volume and complexity
Demonstrate accountability for reducing rework, improving turnaround time, and maintaining quality performance over time
Qualification
Required
Bachelor's degree strongly preferred or equivalent relevant experience
Experience working in a detail-oriented, process-driven environment with a strong focus on accuracy and quality
Proven ability to work independently while managing multiple assignments with competing deadlines
Strong critical thinking and problem-solving skills, particularly in navigating ambiguity and complex operational processes
Strong written and verbal communication skills with attention to detail
Experience working with operational systems and document workflows
Proficiency with Microsoft Office and Adobe Acrobat, including creating, editing, saving, and managing electronic documents
Preferred
Experience using Smartsheet or similar workflow, intake, and reporting tools to support operational tracking and continuous improvement is a plus but not required
Prior experience in insurance, group benefits, or another regulated industry is a plus, but not required
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.
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 StageLeadership Team
Recent News
2026-01-13
2026-01-05
Insurance News in the United States
2025-12-13
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