Associate New Business Concierge 91413
Associate New Business Concierge 91413
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$ 45000 - 65000
1 Vacancy
Job Description
Location Designation:Hybrid 3 days per week
Our New York Life culture has laid the foundation for over 175 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 longstanding legacy in stability and growth. The strength revolves around our diversified multidimensional 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 willbe part ofan inclusive teamguided by our belief to always be there for each otherproviding the support and flexibilityto 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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Business Unit Overview:
Join Life Insurance Solutions the engine behind New York Lifes diverse life insurance and employee benefits offerings. Collaborate with experts across various disciplines to develop manage and strategically evolve the companys insurance portfolio. Our work directly impacts individuals and families by ensuring they have financial security and peace of mind.
Role Overview:
This position plays a vital role in assisting the Concierge Team by ensuring efficient case management and delivering exceptional service to brokers case managers and external partners. This includes acting as a secondary contact for brokers and Field Directors coordinating followups gathering required documents for case submissions and supporting the onboarding of new firms. The New Business Concierge collaborates with teams like Underwriting and Sales Support to streamline case processing resolve NIGO issues and ensure compliance with regulatory standards. Additionally they participate in ongoing training contribute to process improvements and maintain high service standards to enhance operational efficiency
What Youll Do:
- Serve as a key support resource for the Concierge Team assisting in managing cases and ensuring an exceptional service experience for brokers case managers and external partners.
- Act as a secondary point of contact for brokers and Field Directors providing timely updates and addressing inquiries escalating complex issues as needed.
- Proactively assist Concierges by coordinating followups gathering outstanding requirements and ensuring all necessary documents are in place for case submission.
- Support the Concierge Team in onboarding new firms introducing them to NYLs new business processes requirements and best practices.
- Participate in training and professional development to expand knowledge of products underwriting requirements and case management best practices.
- Assist in the management of new business submissions helping to track cases through underwriting policy issue and delivery to ensure smooth processing.
- Work closely with Field Directors Underwriting Licensing & Contracting and Sales Support to streamline case processing and resolve outstanding requirements.
- Identify and assist in resolving notingoodorder (NIGO) issues ensuring applications and documentation comply with NYL and regulatory requirements.
- Help maintain workflow accuracy and service standards ensuring timely and efficient handling of cases.
- Assist in documenting best practices and identifying process improvement opportunities to enhance efficiency.
What Youll Bring:
- Bachelors degree preferred or equivalent years of related experience
- The ideal candidate should have 3 years of relevant customer service and administrative experience.
- Strong computer skills with proficiency in Microsoft Office including Outlook Word and Excel. Proficiency in PowerPoint Teams SharePoint a plus.
- Strong written and verbal communication skills required including the ability to communicate technical topics in clear understandable language.
Training & Development
Customer Service Professionals receive onthejob training with coaching and feedback provided to help you gain the necessary skills to be successful. Onthejob training may also include opportunities to enhance computer skills product knowledge or take insurance industry courses.
Hours
This is a fulltime position Monday through Friday. Normal business hours are 8:30 am to 5:00 pm with an hour for lunch. After initial training is completed you may adjust your schedule within permitted guidelines while still working 37 hours per week.
Pay Transparency
Salary Range:$45000$65000
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 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 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:91413
Required Experience:
IC
Employment Type
Full-Time
