Insurance Onsite Relationship Specialist 94226

New York Life Insurance Co•Bellevue, WA

9d•$45,000 - $65,000•Onsite

About The Position

Our General Offices serve as crucial hubs for our insurance agents and advisors throughout the country, providing them with support in various aspects of their business. We are seeking a motivated and efficient Operations Specialist to support the daily operations in one of our General Offices. This role resides within our Service organization and is the first point of contact for agents and clients. In addition, they provide dedicated support to the local Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders. The role requires strong relationship-building skills, organizational abilities, effective communication, as well as a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Requirements

Minimum of 3 years experience in a customer service and/or office administration
Excellent written and verbal communication skills
Strong computer skills with proficiency in the Microsoft Office Suite
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Nice To Haves

Associates, or bachelor’s degree preferred, but not required

Responsibilities

Provide administrative and operational support to the Managing Partner and management team
Collaborates with the onsite Service Leader to ensure efficient operations
Act as a point of contact for agents, addressing their inquiries promptly and professionally
Greet and welcome visitors
Answer and direct phone inquiries
Coordinate accounts payable and receivable, including efficiently managing requests related to Agent payments, submitting operational expenses, and reconciling purchase cards
Handle incoming and outgoing mail and deliveries, to include incoming correspondence distribution in accordance with regulatory guidelines
Assist with facility management (building maintenance requests, troubleshoot local network issues, etc.)
Manage resource assignments for new agents, ensuring their onboarding experience is smooth
Additional administrative duties such as control reports, coordinating conference rooms, preparing for meetings, and handling fingerprinting for candidates