Life Insurance New Business Service Representative 94218

Business Unit Overview  

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.  

Role Overview:  

Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents practice by managing insurance policy applications as they move through the new business process. Representatives 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 expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.  

What You’ll Do:  

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

  
  

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  Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters 

  
  

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  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 

  
  

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  Answer incoming calls, greeting customers and potential agent candidates may be required  

  
  

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  Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office. 

  
  

What You’ll Bring:  

Required Skills  

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  The ideal candidate should have 2 or more  years of customer service and administrative experience 

  
  

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  Strong computer skills with proficiency in the Microsoft Office Suite 

  
  

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  Demonstrated ability to multitask effectively 

  
  

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  Strong written and verbal communication skills required  

  
  

Preferred Skills  

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

  
  

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