Client Service Representative
Job Location:
Jersey, NJ - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Location Designation:Hybrid - 3 days per week
Role Overview:
As a Client Service Representative within New York Lifes Institutional Annuities business youll play a meaningful role in our Pension Risk Transfer (PRT) portfoliohelping ensure retirees receive the benefits theyve earned. This is more than a service role; its an opportunity to support individuals and families during one of the most important stages of their financial lives.
Youll work with group annuity contracts that fund pension obligations partnering with retirees beneficiaries financial institutions and plan sponsors to deliver accurate timely and compassionate service. Your attention to detail and commitment to service excellence will directly support New York Lifes long-standing promise to provide financial security and peace of mind.
We invest in your success from day one. Youll receive comprehensive training on institutional annuity products contract provisions and transaction processing along with ongoing coaching and feedback. As you build expertise youll gain valuable experience in retirement benefits financial operations and regulatory complianceskills that open doors to long-term career growth within New York Life.
What Youll Do:
- Handle inbound calls deferred participants beneficiaries financial institutions and contract holders through inbound phone support
- Interpret group annuity contracts and retirement certificates to accurately calculate and process retirement and death benefits
- Process annuity payments and other transactions with precision timeliness and care
- Review forms and supporting documentation to ensure completeness accuracy and compliance
- Research and locate participants with due or unpaid benefits helping ensure no one is left behind
- Manage an assigned caseload proactively to meet service and quality standards
- Ensure all work aligns with internal controls regulatory requirements and audit standards
- Contribute to team initiatives process improvements and departmental projects
What Youll Bring:
- Bachelors degree preferred
- Strong analytical and problem-solving skills with attention to detail
- Proficiency in Microsoft Word and Excel and comfort navigating multiple systems
- Excellent organizational and time-management skills with the ability to multitask
- Clear professional written and verbal communication skills
- Previous customer service experience ideally in a regulated or service-driven environment
- Ability to work independently while collaborating effectively with a team
- Willingness to follow established procedures and stay current with internal controls
- Spanish speaking is a plus
Why New York Life
At New York Life youll be part of a company with over 175 years of financial strength integrity and purpose. Youll join a collaborative team that values development accountability and making a real difference for retirees and plan sponsors alike.
Pay Transparency
Salary Range:$45000-$50000
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.
Company Overview
At New York Life our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology- data- and AI-enabled organization we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communitiesinviting bold thinking collaborative problem-solving and purpose-driven innovation. Here youll find the rare balance of long-standing stability and forward momentum supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company we offer a place to grow your skills contribute to meaningful work and deliver solutions that matter. Your ideas drive whats next and your growth powers it.
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 .
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Job Requisition ID: 94203
Required Experience:
Unclear Seniority
About Company
Protect and build your future with comprehensive one-on-one guidance from New York Life. Learn about our life insurance and financial product offerings.
