Top Operations & Support Jobs

The Service Leader will manage relationships between agents and the service team, resolve issues, oversee office operations, and support training and service initiatives.

Provide daily customer service to agents, clients, and field management; manage new business applications and underwriting requirements; coordinate with vendors and underwriters; process life product and annuity workflows, billing, and accounting entries; answer calls and support in-person agent needs.

Support onboarding of new insurance agents by processing contracting paperwork, tracking background checks/fingerprinting, resolving documentation gaps, communicating status to partners, and performing data entry and in-person support to integrate agents into company systems.

Lead and develop a high-performing team in servicing life and annuity policies, optimizing operational outcomes, and ensuring compliance with regulations.

Provide administrative and operational support to the Managing Partner and onsite Service Leader. Serve as first point of contact for agents and clients, handle phone and visitor interactions, coordinate accounts payable/receivable and purchase card reconciliation, manage mail and deliveries, assist with facility and local network issues, support agent onboarding, schedule meetings and conference rooms, prepare reports, and perform fingerprinting for candidates.

The Development Manager will enhance agent retention and production by implementing training systems, facilitating meetings, and driving sales initiatives, while promoting partnerships with management teams.

The Corporate Vice President of Enterprise Release Manager oversees the enterprise release calendar for field-facing applications, ensuring predictable, low-risk releases while collaborating with various stakeholders, driving continuous improvement, and enhancing communication and transparency.

The Field Experience Strategy Lead is responsible for advancing strategic initiatives to enhance advisor productivity, capability, and practice management at New York Life, collaborating with multiple teams for effective execution.

Provide compassionate inbound phone support for group annuity contracts, interpret contract provisions, calculate and process retirement and death benefit payments, review documentation for compliance, research and locate participants, manage a caseload to meet service and quality standards, and contribute to process improvements.

Oversee partner-supported service operations, ensuring stable performance by monitoring KPIs, addressing issues, and supporting process improvements. Role includes collaboration with service leaders and vendor management.