Service Leader, Onsite Operations 91932 (91932)
Service Leader, Onsite Operations 91932 (91932)
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$ 70000 - 90000
1 Vacancy
Job Description
Location Designation:Fully Onsite
Our New York Life culture has laid the foundation for over 180 years of commitment to our employees agents policy owners and the communities where we live and work. Here you become a valued part of a welcoming inclusive and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified multi-dimensional business portfolio that goes beyond life insurance.
As a Fortune 100 company and industry leader we provide an environment where you can explore your career ambitions offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You willbe part ofan inclusive teamguided by our belief to always be there for each otherproviding the support and flexibilityto grow and reach new heights while making an impact in the lives of others.
You are our future and we commit to investing in you accordingly.
Join our Field Service Team the driving force behind the delivery of exceptional experiences for New York Lifes agents and clients. As part of our diverse team you will shape seamless customer experiences. Whether youre helping an agent meet their clients life insurance needs supporting strategic initiatives designed to enhance our operating environment or educating our agents on innovative digital solutions your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.
Role Overview:
Join our dynamic management team at our Boston - South Coast General Office (GO) as a Service Leader where youll be at the forefront of driving excellence and innovation in our service department. As a key member of the GO leadership team youll oversee and manage the daily operations ensuring that all business objectives and key results are not only met but exceeded within our high service standards. In this pivotal role youll be the primary point of contact for GO Agency Managers recruiters and agents guiding them through our comprehensive Service resources and ensuring their needs are met with precision and care. Youll provide visionary leadership training and development to foster a culture of best-in-class service delivery. But thats not all youll also be a proactive change-maker constantly identifying and implementing improvement opportunities to enhance client experiences and operational efficiencies. If youre passionate about leading an office to new heights and making a tangible impact this is the role for you!
What Youll Do:
- Handle Service Escalations: Be the hero who ensures our customers needs are met with precision and care resolving any issues that arise with efficiency and empathy.
- Support Sales Initiatives: Drive success by supporting initiatives related to agent sales and incentives programs helping our team achieve their goals and exceed expectations.
- Coordinate Local Events: Bring energy and excitement to the office by coordinating and executing local General Office events that foster team spirit and collaboration.
- Navigate Change: Lead the way through transitions in service and operational systems and processes providing training on new capabilities and ensuring a smooth adaptation for the Agency.
- Oversee Financial Tasks: Ensure the accuracy and integrity of financial reports by overseeing accounts payable tasks for multiple accounts maintaining a keen eye for detail.
- Manage Operations: Keep the office running smoothly by managing facilities and building maintenance requests troubleshooting onsite technology and network issues and ensuring a well-maintained and functional environment.
What Youll Bring:
Required Skills
- Must pass the FINRA Securities Industry Essentials (SIE) and Series 99 exams within the first six months of hire. Applicants currently holding Series 6 or 7 licenses would satisfy this requirement.
- Bachelors degree
- Ability to balance learning with onsite management and support for the local GO
- Strong customer focus through the ability to understand and anticipate the needs of customers providing solutions that enhance their experience. The involves being proactive in identifying customer issues ensuring their satisfaction.
- Technical proficiency in Microsoft Word Excel PowerPoint Outlook and SharePoint
- Proactive in identifying and implementing improvements opportunities to enhance client experiences and operational efficiencies.
Preferred Skills:
- Ability to lead operations through influence coordination and strategic oversight rather than direct managerial authority. This involves guiding mentoring and driving initiatives that affect the broader organization.
- Strong problem-solving skills are essential. This role involves addressing complex issues and making thoughtful decisions to resolve diverse issues effectively.
- Training and development experience
Pay Transparency
Salary Range:$70000-$90000
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 individuals 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 requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.
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 here to 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 Lifes leadership in this space.
Recognized as one of Fortunes Worlds Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the 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 .
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Job Requisition ID:91932
Employment Type
Full-Time
