Insurance Service Professional

Position: Insurance Service Professional 92676

Location Designation

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, and educating agents on digital solutions. Your work directly supports 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 knowledge of our systems and processes to assist agents with questions and process service requests with ease, expediting applications, making changes to policies, or helping 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 related new business entries
• Answer incoming calls; greeting customers and potential agent candidates may be required

What You’ll Bring Required Skills

• 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

Preferred Skills

• 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 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 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 location. Employees may be eligible for an annual discretionary bonus and 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 remain grounded in values as we evolve into a more technology-, data-, and AI-enabled organization.

Our diverse portfolio creates opportunities to make a difference across industries and communities, inviting bold thinking and collaborative problem-solving.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

Our Benefits

We provide a full package of benefits for employees, including leave programs, adoption assistance, and student loan repayment programs. Visit our NYL Benefits Site for more information.

Our Commitment to Inclusion

We are committed to fostering an inclusive workplace where individuals can contribute their best and succeed together. Our approach is rooted in humanity and integrity, embracing a broad range of perspectives and experiences to better serve families across all communities.

Visit our Linked In and Newsroom pages to learn more about our ongoing efforts and initiatives. Job Requisition

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