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
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
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.
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, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, 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.
Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.
Job Requisition ID: [[id]]