Client Service Representative - Institutional Annuities

Location Designation:Hybrid - 3 days per week

Client Service Representative Institutional Annuities:


The Role:
This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity this role you will serve as the Structured Settlement Annuities Departments front line answering questions from payees and Structured Settlement will process service requests financial transactions and death will also work closely with our Sales Desk while onboarding new business and distributing day will provide a new opportunity for you to learn helping you grow and develop with each interaction keeping you engaged and the role interesting.

Training & Development:
Client Service Representatives undergo in-house training to learn about the product contract provisions and transaction and feedback are provided to help you gain the necessary skills for you to be successful.

Required Qualifications
A minimum of a bachelors degree and/or equivalent and related work experience
Strong problem solving and organizational skills
Passionate to help others
Excellent oral and written communication skills
The ability to work and thrive in a team environment
Strong attention to detail
Accountable ethical good decision-making ability

Desired Qualifications
1-2 years of related experience
Knowledge of annuities Structured Settlement knowledge a plus
Client service experience

Pay Transparency

Salary Range:$45000-$52000

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.

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 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 .

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Job Requisition ID: 92427