Solutions Customer Service Representative

Position: Life Solutions Customer Service Representative
Job Description

Requisition ID94371

Department Service Experience Value Stream Job Function Service Experience Value Stream Location Dallas ,Texas,United States Role Location Designation Hybrid - 1 day per week

Job

Requisition  Designation:
Hybrid - 1 day per week

Life Solutions Customer Service Professional

Role Overview New York Life is seeking Customer Service Professionals who are passionate about helping others and enjoy solving problems. In this role, you will serve as a primary point of contact for customers, providing support on life insurance products and policy transactions while delivering a best-in-class customer experience.

This is an excellent opportunity to build a career with a Fortune 100 company known for its culture, training, stability, and long-term career opportunities. Comprehensive paid training is provided—no prior insurance experience required.

What You'll DoServe as the first point of contact for customers, handling both routine and complex inquiries

Resolve customer issues efficiently while reducing customer effort and driving positive outcomes

Assist customers with policy-related transactions such as payments, withdrawals, and general policy inquiries

Communicate clearly and professionally with customers via phone and written channels

Deliver high-quality service that reflects New York Life’s brand and commitment to excellence

Work independently and collaboratively in a fast-paced, customer-focused environment

Attend up to two on-site workdays per quarter following completion of training

What You’ll Bring :

Required Skills High School diploma or GED required; associate or bachelor’s degree preferred

Customer service or problem-solving experience preferred

Strong verbal and written communication skills

Ability to interpret customer needs, identify solutions, and take ownership of issues

Ethical, accountable, and sound decision-making skills

Proficient computer skills with the ability to multitask

Spanish speaking preferred but not required.

Training & Development New York Life provides a comprehensive, paid training program that covers life insurance products, policy provisions, systems, and customer service skills. Ongoing coaching, feedback, and mentoring support your success, including up to 20 days of on-site training for face-to-face learning.

With New York Life’s financial strength and long-standing commitment to development, many Customer Service Professionals advance into new roles within 12–24 months.

Compensation & Benefits Competitive full-time base salary

Overtime eligibility and annual bonus potential

Comprehensive benefits package, including:

Medical, Dental, and Vision coverage

Paid vacation and holidays
401(k) with company match and pension plan Student loan repayment and tuition reimbursement

Flexible spending and health savings options

Discounted fitness memberships

Schedule

Full-time, Monday through Friday No weekends

Our schedules start and end somewhere between 7:45 am EST and 7:15 pm EST.Job Level: LEVELCS2

Pay Transparency Salary Range: $42,000-$42,900

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.

Please note:

This role requires FINRA licensed and/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.  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…