New Business Service Representative 94578

Location: Hybrid - 4 days per week

About the Role

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will support insurance agents, clients, and management by managing insurance policy applications through the new business process. You will use your solid knowledge of our systems and processes to assist agents with their questions and process service requests efficiently.

Responsibilities

• 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.
• Assist with the workflow of applications for life products, annuities, contract changes, policy billing, and initial and downstream accounting entries related to the new business process.
• Answer incoming calls, greeting customers and potential agent candidates as required.
• Assist with in-person responsibilities to provide support to Agents and Agency Managers within the General Office.

Requirements

• 2 or more years of customer service and administrative experience.
• Strong computer skills with proficiency in the Microsoft Office Suite.
• Demonstrated ability to multitask effectively.
• Strong written and verbal communication skills.

Qualifications

• Associates or Bachelor’s degree 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 feedback are provided to help you gain the necessary skills to be successful.

Schedule

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

Pay

Salary Range: $43,000-$47,500. Competitive full-time base salary, overtime eligibility, plus target bonus. Actual base salary will be determined based on several factors including individual’s experience, skills, qualifications, and job location. Employees are eligible for an annual discretionary bonus and may participate in an incentive program.

This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Benefits

• Paid Vacation
• Health Care
• 401K match
• Pension Plan
• Tuition Assistance
• Flexible Spending Accounts
• Student Loan Repayment Program

Career Opportunities

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting, and claims.