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CVP, Zone Agency Standards

New York Life - Jimenez Team
Alpharetta, GA$107K - $153K / yearPosted 2 weeks ago
Full-timehybridvp

Job Description

  • Complete and close ASR and OSJ inspections in a timely, accurate, and well-documented manner.
  • Conduct Agency Standards wrap-up presentations for General Office management following field reviews.
  • Assist with CCD Reviews and other Zone-level supervisory reviews, as assigned.
  • In coordination with the Lead ZASO, Team Leads, and Home Office Investigations/DA teams, assist in managing the disciplinary action process for the Zone, ensuring accurate, timely responses and closure.
  • Manage enhanced supervision (ES) programs including email and social reviews using Global Relay as outlined in the ES plan
  • Coach and mentor Team Leads and ASMs on investigative practices, supervision expectations, and performance improvement.
  • Serve as a trusted resource for field leadership on Agency Standards, supervision, and compliance matters.
  • Coordinate with Team Leads to assist in resolving General Office management or agent conflict cases.
  • Manage financial review process (BLG) across the Zone
  • Review and approve shared office space and multiple branch office locations within the Zone
  • Participate in Zone staff meetings and planning meetings, contributing insight and operational support.
  • Clearly communicate the rationale behind Company policy and supervisory decisions to field leadership.
  • Support the Lead ZASO in budget and travel planning; personally book travel and submit timely expense reports.
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    About New York Life - Jimenez Team