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Posted: Sunday, February 18, 2018 2:47 PM

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 2016 operating earnings of 1.954 billion. Total assets under management at year end 2016, with affiliates, totaled 538 billion. As of year:end 2016, New York Life's surplus was 23.336 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 and Poor's AA+. (Source: Individual Third Party Ratings Report as of 8/17/16).
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.
Associate Service Leader
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 Lifes 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.
Associate Program Overview:
This position is a management training position for the role of General Office Service Leader. Under the supervision of the Service Leader, the Regional Service Leader and a structured development program, the associate is required to learn and understand all administrative and sales support aspects of Life insurance new business, premium and other accounting, agent contracts and licensing as well as service functions for internal and external customers.
The first year is focused around the technical aspects of the functions, and initial soft skills development, as well as the compliance issues surrounding the administration and sale of insurance, variable products and employment contracts. On, or about the first year the individual is developed in managerial skills such as staff performance management, planning and organizing workflows and staff deployment, staff hiring and training, budgets and expense management and problem solving.
This individual is required to rotate in and out of different sized General Offices to better develop skills in a variety of environments. Following the structured development program, approximately two years, the individual will be eligible for appointment as Service Leader in a General Office.
Primary Responsibilities:
:Learn and eventually provide training for the specific functions, compliance issues and workflows related to the processing of life insurance applications; all related premium accounting; policy delivery and client correspondence.
:Learn and eventually provide training for the specific functions, compliance issues and workflows related to agent contracting and licensing and other agent programs and benefits including all the related accounting functions. Accounting functions include transactions involving Company issued and agent checks, agent ledger payments.
:Develop knowledge of agent and field management services including the benefit programs (e


• Location: san jose, San Jose / South Bay

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