Case Analyst

Job Requisition ID:94569

Location Designation:Hybrid - 3 days per week

Role Overview

The Case Analyst is responsible for processing and managing life insurance new business cases for Third Party Distribution. This role supports the full new business lifecycle ensuring cases are processed accurately timely and in compliance with regulatory and company standards. The Case Analyst partners closely with distributors agents and internal teams to deliver consistent high-quality customer experience from case submission through commission payment.

What Youll Do
Perform assigned life insurance new business processing activities including good order review electronic application completion policy preparation cancellations/declinations.
Maintain accurate and timely case status updates and reporting within established tracking tools and logs
Proactively follow up on outstanding requirements including medical financial and licensing items
Ensure accuracy and quality of work through self-review and adherence to established procedures
Meet defined service level agreements (SLAs) and communicate proactively when service standards may be impacted
Apply best practices to drive efficient processing and identify opportunities for continuous improvement
Deliver a positive and consistent customer experience throughout the new business process
Build and maintain effective working relationships with distributor representatives through proactive communication and timely issue resolution
Provide proactive case coordination and support throughout the new business lifecycle
Collaborate with internal partners including Sales Support Underwriting Agent Compensation Inforce Policy Service Licensing & Contracting and Conversion teams
Serve as back-up support for Concierge (Case Manager) functions for assigned distributors as needed
Ensure compliance with all regulatory legal and company requirements including state regulations Anti-Money Laundering (AML) and privacy standards
Demonstrate sound judgment in resolving issues and escalate matters appropriately to management when required
Utilize available job aids systems and online resources to resolve questions and issues efficiently
Complete cross-training on all new business processing functions to support business continuity and develop a comprehensive understanding of the end-to-end process
Develop and maintain working knowledge of life insurance products illustrations and New Business age and amount requirements

What Youll Bring
Bachelors degree or equivalent combination of education and related experience preferred
Customer service and administrative experience preferred
Strong attention to detail organizational skills and ability to manage multiple priorities
Effective written and verbal communication skills
Ability to work independently while contributing as part of a collaborative team

Job Level: LEVELCS3

Pay Transparency

Salary Range:$46500-$66500

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.

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 ofFortunes 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 .

Job Requisition ID: 94569