Junior Associate, Concierge Team

Location Designation:Hybrid - 3 days per week

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 follow-ups 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 services standards to enhance operational efficiency.

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.

What Youll Do:
Serve as a key support resource for the Concierge Team assisting in managing cases and ensuring anexceptional service experience for brokers case managers and external partners.
Act as a secondary point of contact for brokers and Field Directors providing timely updates andaddressing inquiries escalating complex issues as needed.
Proactively assist Concierges by coordinating follow-ups gathering outstanding requirements andensuring all necessary documents are in place for case submission.
Support the Concierge Team in onboarding new firms introducing them to NYLs new business processesrequirements and best practices.
Participate in training and professional development to expand knowledge of products underwritingrequirements and case management best practices.
Assist in the management of new business submissions helping to track cases through underwriting policyissue and delivery to ensure smooth processing.
Work closely with Field Directors Underwriting Licensing & Contracting and Sales Support to streamlinecase processing and resolve outstanding requirements.
Identify and assist in resolving not-in-good-order (NIGO) issues ensuring applications and documentationcomply 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 toenhance 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. Proficiencyin PowerPoint Teams SharePoint a plus.
Strong written and verbal communication skills required including the ability to communicate technicaltopics in clear understandable language.

Pay Transparency

Salary Range:$46500-$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 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 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.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients and employees needs.

Job Requisition ID:93919