Insurance Onsite Relationship Analyst 92695

New York Life • Baton Rouge, LA

94d • $43,000 - $47,500

About The Position

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Individuals in this role provide dedicated support to the local Managing Partners, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. This enables each location to focus on sales, growth, and productivity. The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Requirements

• Ideal candidate should have experience in a customer service and/or administrative role.
• Excellent written and verbal communication skills.
• Strong computer skills with proficiency in the Microsoft Office Suite.
• Associates, or bachelor's degree preferred, but not required.

Responsibilities

• Processing Agent Check Requests: Efficiently manage requests related to agent payments.
• Printing and Mailing Checks/Policies: Assemble and mail policies and checks to agents and clients, ensuring accuracy.
• Handling Policy Information Requests: Assist with inquiries related to policies and orphan leads.
• Maintaining Agent Agreements: Keep accurate records of agent occupancy, phone usage, hoteling, collaboration, and expense allowances.
• Financial Administration: Pay office bills, submit operational expenses, and reconcile purchase cards.
• Agent Updates and Graduation: Execute updates to U4 forms, address changes, FINRA updates, and new agent graduations.
• Control Reporting: Assist with Internal Control Financial Reporting (ICFR) processes.
• Agent Program Facilitation: Provide information on the Successor Agent, Outside Business Activity, and Agent Mentorship programs.
• Greet In Person guests and answer phones.
• Manage local GO/Sales Office incoming and outgoing mailing duties.
• Assign Agent space, phone, mailbox, security access, and copier codes.
• Order and maintain Office supplies.
• Handle fingerprinting and I-9 verification for candidates at the local GO.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Industry: Insurance Carriers and Related Activities
• Education Level: Associate degree