Field Service Onsite Relationship Specialist

New York Life•Los Angeles, CA

6d•$45,000 - $65,000•Onsite

About The Position

The Field Service Onsite Relationship Specialist supports daily operations in a New York Life General Office. As part of the Service organization, the role serves as 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 maintain efficient operations and support agents, clients, and other Agency stakeholders. The role involves customer service, office administration, payment and expense coordination, mail handling, facility support, resource assignments for new agents, meeting preparation, and other administrative tasks. On-the-job training covers the insurance industry, product and policy provisions, and transaction processing, with coaching and feedback to support development.

Requirements

At least 3 years of experience in customer service and/or office administration.
Excellent written and verbal communication skills.
Strong computer skills and proficiency with Microsoft Office Suite.
Strong relationship-building and organizational abilities, effective communication, and a proactive approach to problem-solving.
Must complete FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Nice To Haves

Associate 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 address their 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 to support their onboarding.
Complete additional administrative duties, including control reports, conference room coordination, meeting preparation, and candidate fingerprinting.