A career at New York Life at https://www.newyorklife.com/ offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace at https://www.newyorklife.com/about/careers/diversity/ where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation at https://www.newyorklife.com/foundation . It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn at https://www.linkedin.com/company/newyorklife/ , our Newsroom at https://www.newyorklife.com/newsroom/ and the Careers at https://www.newyorklife.com/about/careers/ page of www.NewYorkLife.com at http://www.newyorklife.com/ .

Customer Service Professional

New Business & Contracting and Licensing Support

Primary Responsibilities

• Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication

• Support agency management in the on-boarding of new agents

• Participate in event planning for training sessions, kick-off events and other meetings

• Process agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions

• Support agency management in supervision of agents including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports

• 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

• Travel between Sales Office and General Office may be required

Qualifications

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

• 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

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 is provided to 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 a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

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

EOE M/F/D/V

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