Annuity New Business Representative

Location Designation:
Hybrid - 1 day per quarter

** Please note that while this position is posted as a remote role, candidates must reside within a 50-mile radius of either Dallas, TX, or Cleveland, OH. **

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 may be the company for you.

New York Life’s Service Organization is hiring Customer Service Representatives for its Service Center. We employ highly trained customer service professionals responsible for supporting the insurance agent management team by handling new business sales processing and administrative support functions. Our goal is to deliver best-in-class service to our agents and clients in a cost-effective manner.

New York Life's Service Organization 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 dedicated to and guided by a commitment to service excellence.

• Execute and process routine administrative transactions – including the transition of faxed and mailed correspondence into the administrative system, processing initial funds requests, and conduct routine follow up calls and emails. This involves checking documents for completeness and accuracy, analyzing and correcting errors and omissions, processing and attaching additional material, assembling and routing material that requires exercising judgment based on thorough knowledge of related procedures and precedents.
  
  Request documents from agents or the mailroom when necessary. Communicate with agents and general office staff regarding accepted and rejected submissions
• Process initial premium payments and ensure cases are issued. Process related accounting transactions to clear issues such as over payments, no good checks, and critical items.
• Establish high quality customer relationships – using informational resources and own technical knowledge to respond to customer inquiries.
• Help orient new team members and play a contributory role in team projects.
• Develop and maintain working knowledge of administrative and mainframe systems needed to process service functions.
• Assist team members on a daily basis to complete unfinished work in order to meet Departmental and regulatory standards.
• Field inquiry calls from agents and respond to any inquiry that requires further research within a timely manner.
• Develop working knowledge of all NYL life and annuity products, in addition to the Funds Onboarding process and procedures.
• Work on special assignments as assigned by the manager
• Cross train on job functions within Annuity New Business such as application entry, requirement review, and manual issues.
• Provide backup phone support for the Annuity New Business Call Center.

• Bachelor degree or equivalent work experience.
• Working knowledge of insurance/investment industry
• Experienced with accomplishing multiple tasks and high volumes of work under strict time deadlines.
• Working knowledge of NYL products
• Experience with NYL mainframe and PC based systems.
• Proficient data entry skills.
• Good oral and written communication skills.
• Good customer service and listening skills.
• Detail-oriented, organized.

• Salary Range: $41,000-$58,500
• 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.…