高级专员,市场管理员(远程,任何州,美国)
Senior Specialist, Market Administrator (MA) (Remote, any state, US)
职位名称:市场管理员(MA)
部门简介
团体福利解决方案为中型和大型公司提供全面的保险和缺勤管理解决方案。我们的工作有助于打造更健康、更快乐、更安全的员工队伍,为纽约人寿“在我们需要的时候出现”的传统做出贡献。在这里,你将直接设计、实施并支持这些影响客户生活的解决方案。我们核心业务是通过缺勤、意外、残疾、自愿福利和人寿保险解决方案,为人们提供财务保障和安心。
职位概述
市场管理员(MA)为纽约人寿的团体福利解决方案(GBS)销售和客户管理团队提供行政和运营支持。该职位支持售前流程、提案协调、报告活动和行政流程,同时帮助确保对内部团队、经纪人和客户的及时准确支持。
主要职责
- 支持RFP/RFI售前流程,包括提交准备、时间线跟踪和沟通协调。
- 清理并提交RFP给承保部门进行定价,并协助收集所需的提案信息。
- 管理与提案活动和销售机会相关的日历、截止日期和会议邀请。
- 创建和维护机会文件夹,整理提案文档和沟通内容。
- 在Salesforce及相关跟踪工具中录入和维护账户和机会信息。
- 将提案请求和RFP/RFI问卷提交给相应的内部团队。
- 协调提案问题,并协助从相关专家处收集答复。
- 协助承保和销售团队进行提案更新和报价修改。
- 在指定的共享存储库中维护提案文档和沟通内容。
- 提交并跟踪与销售机会和注册相关的数据分析请求。
- 协调业务材料和演示文稿的印刷、运输和交付活动。
- 管理共享邮箱,并协助市场内的沟通流程。
- 协助策划会议、持续教育活动和市场活动。
- 支持新销售代表和客户经理的入职活动,包括设备协调和系统访问请求。
- 根据需要为特殊项目和其他任务提供行政支持。
- 担任后备支持人员
查看英文原文
Location Designation: Fully Remote
Business Unit Overview
Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-size and large companies. Our work fosters a healthier, happier and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you’ll design, implement and support these solutions directly impacting customers’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits and life insurance solutions.
Role Overview
The Market Administrator (MA) provides administrative and operational support to NYL’s Group Benefit Solutions (GBS) Sales and Client Management teams. This role supports the presale process, proposal coordination, reporting activities, and administrative workflows while helping ensure timely and accurate support for internal teams, brokers, and clients.
What You’ll Do
- Support the RFP/RFI presale process, including submission preparation, timeline tracking, and communication coordination.
- Scrub and submit RFPs to Underwriting for rating and assist with gathering required proposal information.
- Manage calendars, deadlines, and meeting invitations related to proposal activity and sales opportunities.
- Create and maintain opportunity folders and organize proposal documentation and communications.
- Enter and maintain account and opportunity information within Salesforce and related tracking tools.
- Submit proposal requests and RFP/RFI questionnaires to appropriate internal teams.
- Coordinate proposal questions and assist with collecting responses from subject matter experts.
- Support Underwriting and Sales teams with proposal updates and quote revisions.
- Maintain proposal documentation and communications within designated shared repositories.
- Submit and track data analytic requests related to sales opportunities and enrollment
- Coordinate printing, shipping, and fulfillment activities for business materials and presentations.
- Manage shared mailboxes and assist with communication workflows across the market.
- Assist with planning meetings, continuing education events, and market activities.
- Support onboarding activities for new Sales Representatives and Account Executives, including equipment coordination and system access requests.
- Provide administrative support for special projects and additional assignments as needed.
- Serve as backup support for other Market Administrators when necessary.
Salesforce & Data Management
- Maintain accurate opportunity and proposal information within Salesforce.
- Support regional tracking and reporting updates related to sales opportunities.
Communication & Team Collaboration
- Communicate updates and timelines to Sales, Underwriting, Proposal Teams, and additional internal partners.
- Collaborate with internal and external stakeholders to gather case-level information required for proposals.
- Provide responsive and professional support throughout the proposal and presale process.
What You’ll Bring
Qualifications
- Bachelor’s degree preferred or equivalent professional experience.
- Experience supporting Group Benefits, Insurance, Sales Operations, or Client Management environments preferred.
- Experience in a presale, proposal management, or administrative support role preferred.
- Health and Life License preferred but not required.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Excellent written and verbal communication skills.
- Strong interpersonal and customer service skills with the ability to collaborate across teams.
Core Competencies
- Organization & Prioritization
- Customer Focus
- Communication & Collaboration
- Problem Solving
- Adaptability
- Attention to Detail
- Operational Support
- Time Management
Technical Skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams).
- Experience with GBS systems and processes preferred.
- Working knowledge of SharePoint, Salesforce, WebEx, and collaborative platforms preferred.
- Strong document formatting and presentation support skills.
Pay Transparency
Salary Range: $55,000-$65,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of .
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 94703
Originally posted on Himalayas