Location Designation:Hybrid - 3 days per week
Business Unit Overview:
Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, and select cultural markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds.
Role Overview:
In this role, you will provide essential administrative support to the Agency's leadership team, particularly Zone Officers. Responsibilities include answering inquiries from Managing Partners and recruiters, managing calendars, and coordinating travel arrangements. You will also process travel expenses, reconcile credit card statements, and prepare various documents such as presentations and spreadsheets. Additionally, you will handle onboarding paperwork, manage recruiter performance data,and assist with meeting planning logistics. As a secondary security liaison, you will help ensure the safety and operational efficiency of the office.
What You'll Do:
- Answer inquiries from Managing Partners and recruiters
- Maintain calendar for Zone Officers
- Coordinate air, rental car, and hotel arrangements for Zone Officers' company-related travel
- Prepare and process travel expenses through SAP System
- Reconcile Amex credit card statements with travel expense reports
- Prepares correspondence, presentations and spreadsheets as needed for multiple Zone Officers
- Handles all of the paperwork related to hiring of new Partners
- Handles processing for resignations, promotions, and transitions back to an agent contract
- Trackrecruiter performance data and preparing monthly spreadsheets
- Set up various Zone conference calls and maintainattendance spreadsheets
- Email correspondence with Managing Partners, Senior Partners, and Partners
- Secondary security liaison for the office
- Assists with meeting planning -air, hotel, and meal arrangements
What You'll Bring:
- Bachelor's Degree or equivalent work experience
- Minimum of 1-5 years industry experience
- Must have excellent knowledge of Word, Excel, and PowerPoint
- Knowledge of SAP
- Must be a self-starter, detail oriented and a team player
- Must be able to prioritize responsibilities
- Must have excellent organizational and customer service skills, including strong telephone and written communications skills
Pay Transparency
Salary Range:$55,000-$70,000
Overtime eligible:Nonexempt
Discretionary bonus eligible:Yes
Sales bonus eligible:No
Actual base salary will be determined based on several factors but not limited to individual's 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.
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 Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by theFoundation.We're 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 www.NewYorkLife.com.
Job Requisition ID:91103