Service Operations Professional
Service Operations Professional
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Job Description
Location Designation:Hybrid 4 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.
Service & Operations 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 work closely with our agents as you support their onboarding experience facilitating the contracting and licensing process. In 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 to assist agents 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.
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:
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 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.
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#LIHYBRID
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 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:90910
Required Experience:
Unclear Seniority
Employment Type
Full-Time
