Top Operations & Support Jobs

Coordinate the investment team by managing meetings, enhancing CRM systems, analyzing data for insights, and optimizing processes to support investment decisions.

Support Medical Underwriting by responding to applicants, TPAs, and underwriters; monitor case progress, prepare reports, and provide status updates. Improve workflows, participate in system testing, perform data entry/indexing, and mentor junior staff while managing multiple priorities with attention to detail.

Lead platform, communications, community, and operations for New York Life Ventures. Design and execute engagement programs, produce executive reporting and insights, manage cross-functional strategic initiatives, and improve processes to scale organizational effectiveness.

Handle inbound Variable Annuity calls from agents and policy owners, resolve issues, process in-force transactions accurately and compliantly, compose correspondence, de-escalate complex situations, support projects as a subject matter expert, and contribute to continuous improvement to enhance service delivery.

The Senior Associate will drive strategic initiatives, support planning and operational processes, and enhance collaboration across various enterprise functions at New York Life.

Provide day-to-day customer service to agents, clients, and field management; manage life insurance and annuity application workflows; coordinate underwriting requirements; answer calls and electronic inquiries; support in-person agent and agency manager needs; assist with policy changes, billing, and accounting entries in the new business process.

Lead and modernize the Agent Help Desk, managing day-to-day 24x7 BYOD support, outsourced vendors, workforce planning, and service quality. Drive adoption of cloud contact center technologies (e.g., Amazon Connect), AI-enabled support, self-service, analytics, and continuous operational improvements in partnership with engineering and business teams.

Provide front-line administrative and operational support for a General Office: greet agents/clients, handle phones and mail, manage AP/AR and purchase card reconciliation, coordinate onboarding and resource assignments, assist with facility and local network issues, prepare meeting logistics, and support the Managing Partner and onsite Service Leader to ensure smooth daily operations.

Provide front-line administrative and operational support for a General Office: greet visitors, handle phone/mail, assist agents, manage AP/AR, coordinate onboarding and facilities, support the Managing Partner, and perform other office tasks to ensure smooth daily operations.

Manage operational execution of workforce engagement programs (Matching Gifts, Volunteers for Good, Community Impact Grants, Giving Campaign). Serve as platform administrator for CSRconnect and GrantsConnect, ensuring data integrity, configurations, reporting, and user support. Provide program analysis, benchmarking, grant payment backup, vendor coordination, and customer service for employees and agents while supporting campaign logistics and executive reporting.