Field Service Onsite Relationship Specialist

New York Life Insurance•Riverside, CA

5d•Onsite

About The Position

The Field Service Onsite Relationship Specialist supports the daily operations of a New York Life General Office. The role is part of the Service organization and serves as a first point of contact for agents and clients, while providing dedicated administrative and operational support to the local Managing Partner and management team. The specialist works with the onsite Service Leader to help ensure efficient office operations and a smooth experience for agency stakeholders. The position involves relationship-building, organization, clear communication, and proactive problem-solving. Customer Service Representatives receive on-the-job training in the insurance industry, product and policy provisions, and transaction processing, along with coaching and feedback. This is a full-time, onsite position, Monday through Friday, with flexibility to work any 7.5-hour shift between 8:00 AM and 5:00 PM. The role is overtime-eligible and may receive a discretionary bonus. The stated base salary range is $50,000–$65,000.

Requirements

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

Nice To Haves

An associate or bachelor’s degree is 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 respond to inquiries promptly and professionally.
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 and support a smooth onboarding experience.
Complete additional administrative duties, including control reports, conference room coordination, meeting preparation, and candidate fingerprinting.