Agent Operations Specialist 94812

Job Requisition ID: 94812

Location Designation: Fully Remote

Join the Agent Assist Program and play a meaningful role in elevating the experience of New York Life agents and their clients. As part of a collaborative and service-driven team, you will help streamline operations, strengthen client interactions, and support agents as they grow their practices. Whether you are managing new business workflows, supporting strategic initiatives that enhance how we operate, or guiding agents in the effective use of digital tools and platforms, your contributions will directly influence productivity, consistency, and overall service excellence. Your work will help build lasting trust, reinforce client relationships, and advance the standard of support across the field.
Role Overview:

As an Agent Assist Associate, you will provide administrative, new business, marketing, and compliance support to New York Life agents, helping them operate more efficiently and focus on revenue-generating activities. This role manages case tracking across core products, maintains client data in Sales Central, supports marketing execution, coordinates client communications and scheduling, and ensures follow-through on in-force service needs.

Success in this position requires strong organization, attention to detail, familiarity with NYL systems and tools, and the ability to collaborate across licensing, compliance, underwriting, and field operations. A proactive, service-oriented approach is essential, as this role directly contributes to improving agent productivity and modernizing the field support experience.

What You’ll Do :

As a member of the Agent Assist Program, your primary focus will be to drive agent productivity by managing operational and administrative workflows that support new business growth and client service excellence. In addition:

- Manage and track new business cases across Life, Annuity, LTC, and IDI products, proactively monitoring pipelines, following up on outstanding requirements, and ensuring timely movement from submission through policy placement.

- Maintain accurate and complete client records within Sales Central and related systems, performing regular data updates, segmentation, and reporting to support agent outreach and business planning.

- Coordinate scheduling and client communications, including booking and confirming appointments, assisting with in-force service requests, and ensuring consistent, professional client experience.

- Execute marketing and event support activities, including managing marketing calendars, generating client touchpoint reports, preparing materials for compliance review, and assisting with seminar logistics.

- Collaborate with underwriting, licensing, compliance, and field operations partners to resolve case issues, escalate concerns when appropriate, and provide informed recommendations that improve workflow efficiency and overall service delivery.

In this role, judgment, prioritization, and proactive communication directly influence case cycle times, data accuracy, agent satisfaction, and the overall success of the Agent Assist Program.
What You’ll Bring:
Required Skills:

- Experience in administrative support, operations, case management, or client service—preferably within financial services, insurance, or a regulated environment.

- Strong proficiency with CRM platforms, case management systems, and Microsoft Office tools (particularly Outlook and Excel), with demonstrated accuracy in data entry and reporting.

- Excellent written and verbal communication skills, with the ability to engage professionally with agents, clients, and cross-functional partners.

- Proven organizational and time management skills, including the ability to prioritize competing tasks, meet deadlines, and work independently in a fast-paced environment.

- Sound problem-solving skills and judgment, with the ability to identify process gaps, recommend improvements, and escalate issues appropriately.