Insurance Service Professional

Position: Insurance Service Professional 92676

Location

Hybrid - 4 days per week

Overview

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. You will shape seamless customer experiences by helping agents meet clients’ life insurance needs, supporting strategic initiatives to enhance our operating environment, and educating agents on innovative digital solutions. Your work will directly contribute to customer trust and loyalty.

Role Overview

Our local General Office is seeking service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will support the agents’ practice by managing insurance policy applications through the new business process. CSRs use strong knowledge of our systems and processes to assist agents with questions and process service requests with ease. You will help expedite applications, make changes to policies, or assist clients with service requests.

What

You’ll Do

• Provide excellent day-to-day customer service to agents, clients, and Field Management, in person, by phone, or through electronic communication
• Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
• Assist with 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 and greet customers; potential agent candidates may be required

What You’ll Bring Required Skills

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

Preferred Skills

• Associates or Bachelor’s degree preferred, or equivalent 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 help you gain the necessary skills to be successful.

Shift Information

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.

Salary

Competitive full-time base salary, overtime eligibility plus target bonus

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.

Pay Transparency

Salary Range: $45,000-$50,000

Overtime eligible:
Nonexempt

Discretionary bonus eligible:
Yes

Sales bonus eligible:
No

Actual base salary will be determined based on experience, skills, qualifications, and job location. Additionally, employees may be eligible for an annual discretionary bonus and may participate in an incentive program.

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

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. We are evolving into a more technology-, data-, and AI-enabled organization while remaining grounded in our core values. We offer stability and forward momentum within an inclusive team that honors tradition and progress. As a Fortune 100 mutual company, we provide opportunities to grow skills, contribute to meaningful work, and deliver solutions that matter.

Our

Benefits

We provide a comprehensive benefits package, including leave programs, adoption assistance, and student loan repayment programs. For more details, visit our NYL Benefits Site.

Our Commitment to Inclusion

Fostering an inclusive workplace is fundamental to who we are. We value diverse perspectives and experiences to achieve greater success and provide financial security and peace of mind to families across communities. Learn more about New York Life’s leadership in inclusion.

Job Requisition

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