Life Insurance New Business Service Representative

Location Designation

Hybrid - 4 days per week

Hybrid work schedule: 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 have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in 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 as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance policy applications as they move through the new business process.

CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to update a state license, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.

• 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 screen potential agent candidates. Additional ad hoc responsibilities may also be assigned.

• The ideal candidate should have 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 required.

Associate’s 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 are provided to 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 – 5:00 PM during the work week.

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

Paid vacation, health care, 401(k) match, pension plan, tuition assistance, flexible spending accounts, and student loan repayment program.

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting, and claims.

Salary range: $43,000 – $47,500

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 individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

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

At New York Life, our 180‑year legacy of purpose and integrity fuels our future. As we evolve into a more technology, data, and AI‑enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across…