*** We will consider qualified applicants located within a reasonable commuting distance of our offices in Cleveland, Dallas, Tampa, or New York City.
Role Overview:
New York Life Service Operation provides In-Force customer service to more than 12,000 agents and 3.5 million clients for life insurance and annuities sold through our agent distribution channel. Responsible for more than 30 million touch points with customers each year through different service channels including phone, written correspondence, online, through Interactive Voice Response (IVR) system and more.
We are seeking a dynamic and forward-thinking leader to join our team as an In-Force Service Manager. If you enjoy leading by example, motivating and developing others, and coaching customer service professionals to provide outstanding service, this opportunity is for you!
What You'll Do:
- Take ownership of the team's performance, continuously driving improvement.
- Lead, coach, and empower a team of Customer Service Representatives to deliver high-quality service with minimal effort.
- Encourage employees to question the status quo, seek mutually beneficial solutions, and suggest improvements.
- Resolve escalated customer situations with full ownership.
- Lead, coach and develop team by monitoring performance for desired results, coaching and providing feedback to individual team members.
- Identify performance detractors, training needs, develop and deliver documented plans to achieve and exceed goals.
- Conduct regular coaching conversations to evaluate employee performance and apply applicable disciplinary actions as necessary.
- Collaborate with other leaders to enhance service, reduce waste, and boost team morale and engagement.
- Demonstrate flexibility and reliability in adapting to schedule changes and partnering with the team to consistently meet business needs.
- Inspire and influence through authentic leadership-remaining accessible, amplifying strengths, and consistently modeling excellence.
- Participate in core teams for new projects and additional responsibilities as needed.
What You'll Bring:
Required Skills:
- Demonstrated success in creating exceptional customer experiences and providing inspirational leadership.
- FINRA Series 6 or 7 REQUIRED and Obtain FINRA Series 26 or 24 within 1 year.
- Minimum of 3 to 5 years management experience in a customer service environment.
- Excellent verbal, written, and listening skills.
- Strong organizational skills with the ability to multitask.
- High Emotional IQ and strong interpersonal skills.
- Ability to de-escalate challenging situations and reach mutually agreeable resolutions.
- Strong technical and analytical skills, including experience with reporting data.
- Proficient in Word, Excel, PowerPoint, website navigation, and data entry.
Preferred Skills:
- Bachelor's degree in finance or business preferred or minimum
Pay Transparency
Salary Range: $73,000-$104,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93472
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What We Do
At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
