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Insurance Operations Coordinator

1 week ago


Fresno, California, United States New York Life Insurance Company Full time
Insurance Operations Coordinator

The Insurance Operations Team at New York Life is the backbone of delivering exceptional experiences for our agents and clients. As a member of this diverse team, you'll have opportunities to shape seamless customer experiences.

You'll be supporting agents in meeting their clients' life insurance needs, contributing to strategic initiatives, and educating our agents on innovative digital solutions. Your work will directly impact our success in fostering customer trust and loyalty.

Role Overview:

This role resides within our Service organization and serves as the first point of contact for agents and clients. You'll provide dedicated support to the Managing Partner, handling administrative and operational responsibilities to streamline processes for Agency stakeholders.

Key Responsibilities:

  • Provide administrative support to the Managing Partner and management team
  • Collaborate with the Office Manager to ensure efficient operations
  • Act as a point of contact for agents, addressing their inquiries promptly and professionally
  • Greet and welcome visitors
  • Answer and direct phone inquiries
  • Coordinate accounts payable and receivable
  • Handle incoming and outgoing mail and deliveries
  • Manage resource assignments for new agents
  • Additional administrative duties such as control reports and coordinating conference rooms

Requirements:

We're looking for an ideal candidate with experience in a customer service and/or administrative role. You should have excellent written and verbal communication skills, strong computer skills with proficiency in the Microsoft Office Suite, and a proactive approach to problem-solving.

Benefits:

New York Life offers a competitive full-time base salary, overtime eligibility, and target bonus. Additionally, you'll be eligible for paid vacation, health care, 401K match, pension plan, tuition assistance, flexible spending accounts, student loan repayment program, and career opportunities within the Service Organization.