Customer Service Representative, Life Insurance

Customer Service Representative, Life Insurance

Location Designation: Hybrid – 3 days per week.

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. You will become a valued part of a welcoming, inclusive, and caring organization with a long‑standing legacy in stability and growth. The strength revolves around our diversified, multi‑dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other – providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

We are looking for customer‑focused, accountable, efficient and engaged professionals who are devoted and guided by a commitment to service excellence. Customer Service Representatives establish high quality customer relationships using informational resources and technical knowledge.

Monday – Friday: 8:00 am – 8:00 pm. Full‑time – candidates must be available to work a variety of hours. Sample schedules include:

• 11:00 am – 7:00 pm
• 11:30 am – 7:30 pm
• 12:30 pm – 8:00 pm

• Handle high volume of inbound customer and sales agent inquiries.
• Communicate and educate on product features, benefits and contract provision details.
• Handle most customer interactions independently.
• Explain information in functional area.
• Maintain satisfactory level of key performance indicators according to departmental requirements.

• Associate’s degree or equivalent years of related experience.
• Minimum 2 years of customer service and/or call center experience.
• Accountable, ethical, good decision‑making ability.
• Problem‑solving and ability to assess and take appropriate action.
• Strong verbal and written communication skills.
• Excellent computer navigation skills and ability to multitask.
• High school diploma, or GED from an accredited school.

• Bachelor’s degree or equivalent years of related experience.
• Bilingual – Spanish.
• Prior experience within the insurance industry.

Customer Service Representatives undergo a comprehensive paid hybrid training program to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful. Career growth opportunities are available. It is mandatory to attend all Sales and Service Center training with the objective of obtaining the Florida Life and Variable Annuities License (#214).

Preferred candidates hold a current / active Florida Life and Variable Annuities License (#214) with Continuing Education (CEs) completed within 90 days of hire.

Training schedule: 9 am – 5 pm EST for the first 16 weeks, with hybrid work (remote Monday & Friday, onsite Tuesday–Thursday). After training, you will transition to full‑time work from home. Must live within 50 miles of our Tampa location (8641 Henderson Rd, Tampa 33634).

• Standard – Medical, Dental, Vision
• Life Insurance, Short‑Term & Long‑Term Disability
• Vacation, Holidays
• Paid Training
• 401(k) with Company Match
• Cash Value Pension Plan
• Tuition Reimbursement On‑site Gym & Cafeteria
• Employee Discounts
• Employee Resource Groups
• Volunteer Opportunities
• Casual Dress

Salary Range: $35,000 – $45,000. Overtime eligible:
Non‑exempt. Discretionary bonus eligible:
Yes. Sales bonus eligible:
No. Actual base salary will be determined based on several factors but not limited to experience, skills, qualifications, and job location. Employees may also be eligible to participate in an incentive program.

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 environment where individuals can contribute their best and succeed together. Our core values of humanity and integrity ensure every employee feels valued and supported.

Job Requisition : 92864