Operations Management Trainee 92490

New York Life • San Francisco, CA

117d • $60,000 - $80,000

About The Position

The Associate Service Leader position at New York Life is a management training role aimed at preparing individuals for the position of General Office Operations Manager. The training program encompasses both operational and leadership training, focusing on the administration of new business for various products, including life insurance, annuities, long-term care, mutual funds, and disability insurance. The program also covers agent contracting and licensing processes, as well as service functions for internal and external customers. Leadership training includes soft skill development, staff performance management, planning and organizing workflows, staff hiring and training, and budget management. After completing the structured development program, which lasts approximately 1-2 years, the individual will be eligible for appointment as Operations Manager in one of the General Office locations.

Requirements

• Bachelor's degree required.
• Minimum 2 years of customer service and/or call center experience preferred.
• Must complete Series 99 (Operations Professional FINRA Exam) within 1 year.
• Ability to relocate across the United States within 12 to 24 months upon completion of the development program.
• Customer-focused with a commitment to service excellence.
• Strong written and verbal communication skills.
• Ability to adapt to quick and constant change.

Responsibilities

• Participate in operational training covering procedural and compliance knowledge.
• Learn about the administration of new business for various products.
• Gain knowledge of agent contracting and licensing processes.
• Develop leadership skills including staff performance management and workflow organization.
• Contribute to the development of agents by conducting training classes.
• Work closely with the field management team on important operational decisions.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree