Insurance Service Professional

Location Designation:Hybrid 4 days per week

When you join New York Life youre joining a company that values development career growth collaboration innovation and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs you can grow your career while developing personally and professionally.

Insurance Service Professional
***Hybrid work schedule: work in office 4 days work from home 1 day***

Join our Field Service Team the driving force behind the delivery of exceptional experiences for New York Lifes agents and clients. As part of our diverse team you will have the opportunity to shape seamless customer experiences. Whether youre helping 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 support the agents practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications make a change to an insurance policy or help their client with a service request you will be equipped to help them do so.

What Youll Do:

• Provide excellent daytoday 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

What Youll Bring:

• 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 or Bachelors degree preferred or equivalent years of related experience

Training & Development

Customer Service Representatives receive onthejob training to learn about the insurance industry product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.

Shift Information

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

Salary

Competitive fulltime 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:$38000$45000

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 bonus. In 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 prehire fingerprinting.

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 NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity equity and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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 theFoundation.Were 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 www.NewYorkLife.

Job Requisition ID:91477