Sr. Event Planner at Life Insurance Co , NY

Sr. Event Planner – New York Life Insurance Co. New York, NY

Location Designation: Hybrid – 3 days per week

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long‑standing legacy in stability and growth. The strength revolves around our diversified, multi‑dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other—providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

• Act as the client’s point of contact during the planning and execution of live events, either as project lead or as an integral part of the planning team
• Build and maintain effective client relationships, anticipating requirements, understanding client needs and ensuring that requests are addressed in a timely manner
• Ensure clear communication with the client around all project deliverables including roles and responsibilities, agreed scope and budget, timelines and program status
• Work in partnership with clients in an advisory capacity, consulting on industry best practices and recommending creative, effective and appropriate solutions

• Manage, prioritize and oversee events from creative concept through initial briefing to reconciliation including but not limited to initial budget creation, timeline management, planning, onsite delivery and post-event reporting
• Involvement in or oversight of all elements of the planning process including but not limited to venue and supplier sourcing and management, rooming blocks, F&B, AV and build, registration and event apps, staffing, security, transportation, signage and branding, SWAG sourcing, etc.
• Create and maintain complex project schedules, internal and external project documentation including project and ops plans, internal master decks, client WIP decks, meeting agendas and meeting minutes, etc.
• Actively contribute to or lead internal project meetings or client meetings
• Sourcing and management of all suppliers including negotiation of contracts
• Manage and ensure SLA’s are monitored and achieved throughout the event production process
• Involvement in pitch development, research, writing and presentation as required

• Lead or participate in regular internal team and project meetings, managing communications between team members to ensure clarity and that all deliverables and timelines are met
• Work with team to ensure adherence to client requirements and expectations
• Coach and oversee junior team members and freelancers on execution of job requirements
• Provide support for other team members and peers as required
• Field questions and offer advice to team members to assist with creative problem solving

• Build competitive, accurate and detailed program budgets
• Manage budget revenue throughout the planning process
• Responsible for accurate budget reporting to clients and timely reconciliation of events
• Maximize and monitor opportunities for increasing value adds, savings, and cost efficiencies, by forming strong partnerships with trusted suppliers

• Participate in creative brainstorms to generate ideas for clients
• Keep up to date on the industry, new suppliers and solutions and share learnings with team
• Attend industry events to gain exposure to new ideas
• Continually look for innovative solutions and production methods
• Contribute and recommend ideas for alternative solutions or latest technologies to add value to client deliverables or improve internal processes

• 6 – 8+ years’ live and event experience
• Advanced project management skills including budget…