Teams at New York Life Insurance Company

Supports onboarding and contracting for new insurance agents by advancing contracts, tracking background checks and fingerprints, reviewing paperwork, resolving documentation gaps, providing status updates, processing system forms, and assisting the Managing Partner with phone, calendar, and correspondence responsibilities.

The Service Leader manages relationships with local agency teams, resolves service escalations, oversees specialist performance, supports sales engagement, and ensures operational efficiency at the office.

Support sourcing, screening, diligence, and portfolio monitoring for middle-market private investments. Manage proprietary database, prepare meeting notes and investment memos, track capital activity and performance, assist client communications and marketing, and collaborate on special projects with increasing responsibility for quantitative analysis and diligence documentation.