Job description

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. • A collaborative, service-oriented approach that values diverse perspectives and contributes to an inclusive, team-driven culture. Preferred Skills: • 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 Job Level: LEVELCS3 Pay Transparency Salary Range: $51,500-$73,500 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. 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 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 . Job Requisition ID: 94812

Requirements

Must-haves

Job Requisition ID: 94812
Location Designation: Fully Remote
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.
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.
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.

Nice-to-haves

Familiarity with systems and tools such as Sales Central, Marketing Central, Revver, App Central, or similar financial services platforms.
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
Job Level: LEVELCS3

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: eightfold
Effort: medium