Customer Service Representative, Life Insurance
New York Life · Tampa, FL · 1 mo ago
Hybrid$35k–$42k/yrFull-time
We need to output HTML fragment with sections: h3 headings for sections present: About the role? Actually we need to use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must remove boilerplate.
We need to parse the posting and extract content.
Let's identify sections:
- Overview / Role Overview: description about role, culture, etc. Could be "About the role". We'll put that in
About the role
with paragraphs. - Responsibilities: "What You’ll Do" bullet list. - Requirements/Qualifications: "What You’ll Bring" includes education, experience, skills. Could be Requirements and Qualifications. We'll combine maybe as Requirements. - Skills: maybe separate but we can include within Requirements. - Benefits: "Benefits/Perks And Amenities" list. - Pay: "Pay Transparency Salary Range: $35,000-$42,000 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No ..." plus mention of annual discretionary bonus etc. So we have pay info. - Schedule: details about hybrid training schedule and after training full-time WFH, hours of operation, sample schedules. So we have schedule. We must not include sections with placeholder like "commensurate with experience". We have actual specifics. We must not duplicate lines. We need to preserve all substantive information. Must not invent. We need to output only HTML fragment, no /, no markdown fences. Let's craft. First, About the role: combine culture description, role overview, mission, etc. We'll need to paraphrase? Must preserve all substantive information, not invent or summarize away detail. We can keep sentences as is, but we can combine into paragraphs. Must not omit details. We'll include key points: New York Life culture, 175 years, inclusive, diversified portfolio, Fortune 100, career ambitions, etc. Also mention role overview: personable, customer-service oriented, helping people protect future, industry leader, best in class service, etc. Also mention training details? That might go under Training section but we don't have a heading for Training; we could include under About the role or maybe under Responsibilities? But we have no heading for Training; we could include under About the role as part of description. However we have a separate schedule and pay sections. The training schedule is part of Schedule? Actually schedule includes training hybrid schedule and after training full-time WFH. We'll put that under Schedule. Thus About the role will include culture, mission, role overview, maybe also mention that you'll be part of New York Life Direct team revolutionizing life insurance for AARP members, etc. Let's extract paragraphs: From start: "Location Designation: Hybrid - 3 days per week Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance. As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others. You are our future, and we commit to investing in you accordingly. 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." Then later: "The initial 16 weeks of training involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday & Thursday . After training, the role will transition to full time work from home. As part of New York Life Direct, you'll join a team revolutionizing the life insurance experience for AARP members. We're the industry leader in direct-to-consumer life insurance, offering streamlined coverage directly to individuals, bypassing traditional agent models. Your work will directly impact lives by making life insurance accessible, affordable, and understandable for millions of Americans. When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture." Then "Role Overview Are you a personable, customer-service oriented individual? Are you interested in helping people protect their future? Are you interested in a career with an industry leader? If so, New York Life Insurance Company (NYL) may be the company for you. NYL strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer- focused, accountable, efficient and engaged professionals who are devoted and guided by a commitment to service excellence. Customer Service Representatives establish high quality customer relationships using informational resources and technical knowledge." We can combine these into About the role. Now Responsibilities: "What You’ll Do Handle high volume of inbound customer and sales agent inquiries.Communicates and educates on product features, benefits and contract provision details.Ability to handle most customer interactions independently.Ability to explain information in functional area.Maintains satisfactory level of key performance indicators according to departmental requirements." We need to split into list items. Each sentence separated by period? We'll make- each.
Now Requirements/Qualifications: "What You’ll Bring Associates degree or equivalent years of related experienceMinimum 2 years of customer service and/or call center experience requiredAccountable, ethical, good decision-making abilityProblem solving / ability to assess and take appropriate actionStrong verbal and written communication skills requiredExcellent computer navigation skills and ability to multitaskHigh school diploma, or GED from an accredited school required. Bonus Points For These Bachelor’s degree or equivalent years of related experienceBilingual – SpanishPrior experience within the insurance industry"
We need to parse into list items. Also note "Bonus Points For These" indicates preferred qualifications.
We could split into Requirements (mandatory) and Preferred Qualifications (Bonus). But we only have headings for Requirements, Qualifications, Skills. Could use Requirements for mandatory, Qualifications for preferred, Skills for skills. But we must not create thin sections; better to combine into Requirements (including both mandatory and preferred) and maybe Skills separate? However we have skills listed: communication, computer navigation, multitasking, problem solving, decision making, etc. Could put those under Skills.
Let's decide: Use
Requirements
for education/experience mandatory.Preferred Qualifications
not in allowed headings list; we have Qualifications. So we can useQualifications
for preferred (bonus). AndSkills
for abilities. But we must only include sections if there is real specific content. We have content for each. Now Benefits: list from "Benefits/Perks And Amenities Standard- Medical, Dental, VisionLife Insurance, Short-Term & Long-Term DisabilityVacation, HolidaysPaid Training401K with Company MatchCash Value Pension PlanTuition ReimbursementOn-site Gym & CafeteriaEmployee discountsEmployee Resource GroupsVolunteer OpportunitiesCasual Dress". Need to split into items. Pay: "Pay Transparency Salary Range: $35,000-$42,000 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 individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program." We'll put that inPay
with paragraphs. Schedule: details: "Hours of operation are Monday - Friday: 8:00am - 8:00pm Full-time - candidates must be available to work a variety of hours, here are some sample schedules: 11:00am – 7:00pm, 11:30am - 7:30pm, 12:30pm – 8:00pm". Also training schedule: "The initial 16 weeks of training involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday & Thursday . After training, the role will transition to full time work from home." Also "Training Hours: 9am-5pm EST Must live within 50 miles of our Tampa location 8641 Henderson Rd, Tampa 33634". That's location requirement; maybe include in Schedule or About? It's a requirement: must live within 50 miles of Tampa. Could be part of Requirements (location). We'll include under Requirements maybe as a bullet. But we have no heading for Location; we can include in Requirements. We'll also include training schedule under Schedule. Thus Schedule section will have paragraphs about hours of operation, sample schedules, training hybrid schedule, after training WFH, training hours, location requirement. Now we need to ensure we don't repeat content. Let's craft HTML. We'll start withAbout the role
then paragraphs. We need to avoid repeating sentences exactly? It's okay to repeat as long as we preserve all info. But we should not duplicate lines; we can combine. Let's write About the role paragraph(s): Paragraph 1: New York Life culture foundation over 175 years, welcoming inclusive caring organization, legacy stability growth, diversified multi-dimensional business portfolio beyond life insurance, Fortune 100 industry leader, environment to explore career ambitions, tackle meaningful challenges, stretch skills while balancing work-life. Paragraph 2: Inclusive team belief to always be there for each other, support flexibility to grow, reach new heights, impact lives, invest in future. Paragraph 3: Visit LinkedIn and Newsroom for more. Paragraph 4: As part of New York Life Direct team revolutionizing life insurance for AARP members, industry leader in direct-to-consumer life insurance, streamlined coverage directly to individuals, bypassing traditional agent models, work impacts lives making life insurance accessible, affordable, understandable for millions. Paragraph 5: Company values career development, collaboration, innovation, inclusiveness; employees proud to be part of company committed to doing right thing; opportunity to grow career while developing personally and professionally via resources and programs; relationship-based company values virtual and in-person interactions. Paragraph 6: Role Overview: personable, customer-service oriented individual interested in helping people protect future, career with industry leader; NYL may be company for you; strive best-in-class service, positive service experience; looking for customer-focused, accountable, efficient, engaged professionals devoted to service excellence; CSRs establish high-quality customer relationships using informational resources and technical knowledge. That covers. Now ResponsibilitiesResponsibilities
with ul. Items: - Handle high volume of inbound customer and sales agent inquiries. - Communicates and educates on product features, benefits and contract provision details. - Ability to handle most customer interactions independently. - Ability to explain information in functional area. - Maintains satisfactory level of key performance indicators according to departmental requirements. Now RequirementsRequirements
with ul for mandatory: - Associates degree or equivalent years of related experience. - Minimum 2 years of customer service and/or call center experience required. - High school diploma, or