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Associate Service Leader (55438) at New York Life Insurance Company in Saddlebrook, NJ

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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 & 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 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.


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 Zone Officer 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.g. health, life insurance), compensation (e.g. commissions, training allowance program), incentives (sales programs and bonuses) and reporting (e.g. production dashboards) to lead the service initiatives for the internal customers - agents and field managers in the daily operation of the General Office.
  • Learn and apply knowledge of company products, procedures and regulations in order to apply solutions and make recommendations for service staff, agents and policyholders when dealing with life insurance contracts and agent and field management employment contracts.
  • Participate in the management operations of the General Office working closely with the field management team on important decisions that affect the General Office operation, agent and policyholder service and staff development.
  • Train new and existing employees in the life new business and agent contracting and licensing functions providing on the job training and troubleshooting problems and issues.
  • Contributes to the development of the agents by conducting training classes related to life applications, Inforce service, agent compensation and benefits.



  • Bachelor’s degree required
  • 2 + years of customer service and/or call center experience preferred
  • Must complete Series 99 (Operations Professional FINRA Exam) within six months
  • Ability to relocate  across the United States within  12 to 24 months upon completion of development program (Required)
  • Travel throughout the United States may be required as an Associate Service Leader
  • Accountable, ethical, good decision making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask
  • Analytical with high attention to detail
  • Customer focused



Competitive base salary, plus bonus eligibility



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 17, 2016. See http://fortune.com/fortune500/ for methodology.

**Total surplus, which includes the Asset Valuation Reserve, is one of the key indicators of the company's long-term financial strength and stability and is presented on a consolidated basis of the company.

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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