Job Description

Location Designation: Hybrid - 4 days per week

Join our Field Service Team the driving force behind the delivery of exceptional experiences for New York Lifes agents and part of our diverse team you will have the opportunity to shape seamless customer an agent meet their clients life insurance needs supporting strategic initiatives designed to enhance our operating environment or educating our agents on innovative digital solutions your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

Role Overview:

Our local General Office is excited to find service professionals who support our insurance agents clients and management team. As a Customer Service Representative (CSR) you will work closely with our agents as you support their onboarding experiencefacilitatingthe contracting and licensing addition you will support their practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes toassistagents with their questions and process service requests with ease. Whether our agents are looking to update a state license make a change to an insurance policy or help their client with a service request you will be equipped to help them do so.

WhatYoullDo:

• Provide excellent day-to-day customer service to agents clients and Field Management either in person over the phone or through electronic communication
• Coordinate underwriting requirements by interacting with agents clients outside medical vendors and underwriters
• Assist with workflow of applications for life products annuities contract changes policy billing and initial and downstream accounting entries related to the new business process
• Answer incoming calls greeting customers and potential agent candidates may be required. Additional ad hoc responsibilities may also be assigned.

WhatYoullBring:

Required Skills

• The ideal candidate should have 2 or more years of customer service and administrative experience
• Strong computer skills with proficiency in the Microsoft Office Suite
• Demonstrated ability to multitask effectively
• Strong written and verbal communication skills required

Preferred Skills

Associates orBachelorsdegree preferred or equivalent years of related experience

Training & Development

Customer Service Representatives receive on-the-job training to learn about the insurance industry product and policy provisions and transaction processing. Coaching and feedbackisprovided to help you gain the necessary skills to be successful.

Shift Information

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM 5:00 PM during the work week.

Salary

Competitive full-time base salary overtime eligibility plus target bonus

Benefits

Paid Vacation Health Care 401K match Pension Plan Tuition Assistance Flexible Spending Accounts Student Loan Repayment Program

Career Opportunities

New York Life offers a variety of corporate opportunities within the Service Organization including management quality control training underwriting and claims.

Pay Transparency

Salary Range:$45000-$50000

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 individuals experience skills qualifications and job location. Additionally employees are eligible for an annual discretionary addition to base salary employees may also be eligible to participate in an incentive program.

Please note : This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

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 communitiesinviting bold thinking collaborative problem-solving and purpose-driven innovation. Here youll 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 whats 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 here to discover more about our comprehensive benefit options or visit our .

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 Lifes leadership in this space.

Recognized as one of Fortunes Worlds Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the 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:92956

Required Experience:

Unclear Seniority

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