Assistant Office Coordinator (37328)
Saddlebrook, NJ
November 15, 2016
Position Type:
Full Time

New York Life Insurance Company (“New York Life” or “the company”) is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey New York Life in Mexico.


New York Life is one of the most financially strong and highly capitalized insurers in the business. The company reported 2015 operating earnings of $1.875 billion. Total assets under management at year end 2015, with affiliates, totaled $528 billion. New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody’s Aaa; Standard & Poor’s AA+. (Source: Individual Third Party Ratings Report as of 8/11/15).


Financial strength, integrity and humanity—the values upon which New York Life was founded—have guided the company’s decisions and actions for over 170 years.


Are you a personable, customer-service oriented individual? Are you interested in helping people protect their future? Are you interested in a career with an industry leader? If so, New York Life Insurance Company may be the company for you.


New York Life has over 120 General Offices throughout the country. The General Office is the company’s first point of service for our agents and policyholders. We help our agents make a difference in the lives of countless people in your community. We employ highly trained customer service professionals responsible for supporting the insurance agent management team by handling new business sales processing and administrative support functions. Our goal is to deliver best-in-class service to our agents and clients in a cost-effective manner.


New York Life's Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going.

We are looking for customer focused accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.




Primary Responsibilities:

  • Assists with managing the day to day workflow of the General Office, assisting with the deployment of staff as appropriate to ensure timely processing of new business.
  • Assists in establishing and monitoring training curriculum for newly hired staff, ensuring that proper cross training is taking place.
  • Demonstrate proficient knowledge on how to ensure proper separation of accounting fuctions within the General Office.                                  
  • Assists with preparing monthly reports for the Zone Office and Home Office, including staffing reports, production reports, and SEC-FINRA authorized compliance reports.
  • Experience with overseeing and supervising new business case management, accounting, and service processes in the General Office.                                                                                                                                                                      
  • Relationship management in providing agent service either in person or via phone or email to agents, Agency management, and clients.  Resolves policy issues for NYL customers through agent or directly with the client.  Assists staff members with resolving their policy issues.                                                                                                                      
  • Assists with the oversight of the daily accounting functions, including check acceptance and disbursement and associated correspondence.
  • Assists with the oversight of all end of day activities, including closing of company books for the day.                     
  • Developing specialized skills on how to teach new and established agent training classes designed to educate them on new business (for example application entry, underwriting rules).                            



  • Associates, or Bachelor’s degree preferred, or equivalent years of related experience
  • Minimum 2 – 5 years of customer service experience required
  • The ideal candidate should have customer service and administrative experience (i.e., retail, banking, real-estate)
  • Strong computer skills and ability to multitask
  • Will be required to take and pass the Series 99 examination within a year of being hired


Training & Development:

Customer Service Representatives undergo on- the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.


Shift Information:

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week.



Competitive full-time base salary, overtime eligibility plus target bonus



Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts


Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.









If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.


*Based on revenue as reported by “Fortune 500, Ranked within Industries, Insurance: Life, Health (Mutual),” Fortune Magazine, June 15, 2015.  See  for methodology.

1. Operating earnings is the key measure use by management to track Company’s profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US(GAAP), with certain adjustments Company believes to be appropriate as a measurement approach ( non GAAP), primarily the removal of gains or losses on investments and related adjustments.

2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.

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