New Business Service Representative 94578

Business Unit Overview

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 Service Representative you will support theagentspractice by managing insurance policy applications as they move through the new business process. Representatives use their solid knowledge of our systems and processes toassistagents with their questions and process service requests with ease. Whether our agents are looking toexpediteapplications make a change to an insurance policy or help their client with a service request you will be equipped to help them do so.

WhatYoullDo:

• Provide excellent day-to-day 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

• Assistwith workflow of applications for life products annuities contract changes policybillingand initial and downstream accounting entries related to the new business process

• Answer incoming calls greeting customers and potential agent candidates may berequired

• Assistwith in-person responsibilities to provide the supportrequired ofthe Agents and Agency Managers within the General Office.

WhatYoullBring:

Required Skills

• The ideal candidate should have 2 ormore yearsof customer service and administrative experience

• Strong computer skills withproficiencyin the Microsoft Office Suite

• Demonstrated ability to multitask effectively

• Strong written and verbal communication skillsrequired

Preferred Skills

• Associates orBachelorsdegree preferred or equivalent years of related experience

Training & Development

Customer Service Representatives receive on-the-job training to learn about the insurance industry product and policy provisions and transaction processing. Coaching and feedbackisprovided to help you gain the necessary skills to be successful.

Shift Information

This is a full-time position Monday through should be flexible to work any 7.5-hour shift between 8:00 AM 5:00 PM during the work week.

Salary

Competitive full-time base salary overtime eligibility plus target bonus