Insurance Service Professional

Insurance Service Professional – New Business Processing

Hybrid – 4 days per week; work in office 4 days, work from home 1 day.

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 shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on fostering customer trust and loyalty.

Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents to support onboarding, facilitating contracting and licensing processes, and manage insurance policy applications throughout the new business process.

• 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 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, greet customers and potential agent candidates; additional ad hoc responsibilities may also be assigned.

• 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.

Associates or Bachelor’s degree preferred, or equivalent years of related experience.

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.

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

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

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

Salary Range: $45,000 – $50,000.

Overtime eligible:
Nonexempt. Discretionary bonus eligible:
Yes. Sales bonus eligible:
No.

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