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Corporate Vice President
New York Life Insurance
San Jose, CA, United States
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New York Life Insurance Company is the largest mutual life insurance company in the United States. Founded in 1845 and headquartered in New York City, New York Life reported 2017 operating earnings of $2.06 billion. Total assets under management at year end 2017, with affiliates, totaled $586 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 independent rating agency commentary as of 8/1/17).
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.
CORPORATE VICE PRESIDENT – SERVICE LEADER (MG2)
ROLE DESCRIPTION:
• Responsible for General Office operations and staff development including life new business functions, agent contract and license support, staff recruitment and development and overall customer service. Acts as a mentor and trainer to lower level processors and supervisors. Responsible for development and performance of direct reports as well as Service staff at large.
• Oversee the service provided to Agents, Agency management and customers in the day-to-day operations of the General Office.
• Oversee the processing of Life new business in the General Office including all related accounting functions.
• Oversee the processing of Agent contracts and licensing functions including all related agent set up activities.
• Participate in GO management meetings including Weekly and Monthly Planning meetings, Annual Plan and Agency meetings. Prepare required G.O. reports for Zone, Home Office and local Agency management.
• Conducts training of new and established agents and their staff related to new business and agent compensation and benefits, recruiting, retention and recognition programs as well as Agent compensation and benefit programs.
• Conduct individual performance review and planning sessions with G.O. staff members including formal performance management meetings and forms. Prepare and conduct G.O. staff development functions including training and staff assignment schedules, staff deployment, staff meetings, employee relations and attendance issues.
• Oversee financial functions within GO operations including local expenses, Agency programs (rent, telephone, FT program, copier, marketing), Agent ledger debit programs.
• Individual is responsible to follow company guidelines and established regulatory procedures (FINRA, SEC, state DOI, etc.).
REQUIRED SKILLS AND EXPERIENCE:
• At least 3-5 years of Leadership Experience is required, preferably General Office Service Leadership.
• Knowledge of company systems is required. Life application systems - NB21, GeODE, CIP, AML database, AutoC, Rumba - SEPS, MRDP; Agent Contract and Licensing systems - ACS, GeODE, Marketer, WebCRD, E&O, etc.
• Detailed knowledge of products, structure and systems necessary to resolve policy holder and agent inquiries and problems.
• Individual is required to have an understanding of the new business functions, agent contract and licensing as well as inforce policy service functions in order to provide quality and accurate service to customers. Additionally, the job requires knowledge of Agency department.
• Ability to make decisions and troubleshoot issues independently is necessary.
• Individual is expected to engage in professional development through LOMA, generally seeking an FMLI designation.
• Bachelors Degree required
• Series 99 Operational Professional Registration is required
EOE M/F/D/V
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