Agent Operations Specialist 94812

• 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.
• A collaborative, service-oriented approach that values diverse perspectives and contributes to an inclusive, team-driven culture.

• Familiarity with systems and tools such as Sales Central, Marketing Central, Revver, App Central, or similar financial services platforms.
• Knowledge of life insurance, annuity, LTC, or disability insurance new business and in-force servicing processes.
• Experience supporting marketing campaigns, client events, or compliance-related workflows.
• Exposure to licensing, underwriting, or regulatory processes within a financial services organization.
• Associates, or Bachelor’s degree preferred, or equivalent years of related experience

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.

Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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 Life’s leadership in this space.​

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 the Foundation .

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 .