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Senior Associate, Website and Salesforce Support

New York Life - Jimenez Team
New York, NYPosted 1 weeks ago

Job Description

  • 6+ years of annuity related experience is required.
  • Bachelor’s Degree required.
  • Ability to work as a team member.
  • Knowledge of annuity products, procedures, processes, and distribution is required.
  • Familiarity with Agentforce capabilities (e.g., automation, AI driven support, workflow optimization) and how they apply to servicing models.
  • Must possess excellent organizational and time management skills.
  • Initiative-taking individual who is skilled at troubleshooting and problem solving.
  • Strong written and verbal communication skills
  • Excellent analytical skills with attention to detail are required.
  • Proven ability to multi-task and quickly assess and adjust priorities.
  • Proactive mindset and strong work ethic
  • Understanding of Third-Party distribution channel
  • Proficiency with NYL systems such as rPay, DMS, AWF, and Salesforce
  • Proficient in MS Word, Excel, and PowerPoint

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    About New York Life - Jimenez Team
    Senior Associate, Website and Salesforce Support at New York Life - Jimenez Team | Renata