Field Service Onsite Relationship Specialist

New York Life Insurance•Los Angeles, CA

5d•Onsite

About The Position

The Field Service Onsite Relationship Specialist supports daily operations at a New York Life General Office. As part of the Service organization, this role is a first point of contact for agents and clients and provides dedicated administrative and operational support to the local Managing Partner and management team. The position works with the onsite Service Leader to help ensure efficient office operations and a smooth experience for agency stakeholders. The role calls for relationship-building, organization, effective communication, and proactive problem-solving. Customer Service Representatives receive on-the-job training on the insurance industry, product and policy provisions, and transaction processing, along with coaching and feedback. This is a full-time, fully onsite position, Monday through Friday, with flexibility to work any 7.5-hour shift between 8:00 AM and 5:00 PM.

Requirements

At least 3 years of experience in customer service and/or office administration.
Strong relationship-building, organizational, communication, and problem-solving skills.
Excellent written and verbal communication skills.
Strong computer skills, including proficiency with Microsoft Office Suite.
Flexibility to work any 7.5-hour shift between 8:00 AM and 5:00 PM, Monday through Friday.
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting is required.

Nice To Haves

Associate’s or bachelor’s degree preferred, but not required.

Responsibilities

Provide administrative and operational support to the Managing Partner and management team.
Collaborate with the onsite Service Leader to ensure efficient operations.
Serve as a point of contact for agents and promptly and professionally address their inquiries.
Greet and welcome visitors.
Answer and direct phone inquiries.
Coordinate accounts payable and receivable, including agent payment requests, operational expenses, and purchase-card reconciliation.
Handle incoming and outgoing mail and deliveries, distributing incoming correspondence in accordance with regulatory guidelines.
Assist with facility management, including building maintenance requests and troubleshooting local network issues.
Manage resource assignments for new agents to support a smooth onboarding experience.
Perform additional administrative duties, including control reports, coordinating conference rooms, preparing for meetings, and fingerprinting candidates.