Insurance Service Professional - New Business ...

Location Designation: [[cust_rolelocationdesignation]] Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Lifeu2019s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether youu2019re helping an agent meet their clientsu2019 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 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. What Youu2019ll Do: + 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, greeting customers and potential agent candidates may be required. Additional ad hoc responsibilities may also be assigned. What Youu2019ll Bring: Required Skills + 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 Preferred Skills Associates, or Bacheloru2019s 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 u2013 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. Pay Transparency Salary Range: [[cust_salaryRangePosting]] Overtime eligible: [[customString6]] Discretionary bonus eligible: [[cust_merit]] Sales bonus eligible: [[stockPackage]] Actual base salary will be determined based on several factors but not limited to individualu2019s 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. Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview 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 industries and communitiesu2014inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, youu2019ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive whatu2019s next, and your growth powers it. Our Benefits We provide a full package of benefits for employees u2013 and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click here (HR Talent Acquisition Employee Benefits PDF_NYL_FINAL.pdf) to discover more about our comprehensive benefit options or visit ourNYL Benefits Site (. Our Commitment to Inclusion 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. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here (to learn more about New York Lifeu2019s leadership in this space.u200b Recognized as one of _Fortuneu2019s_ Worldu2019s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation (. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit theCareers (page of . u200bVisit ourLinkedIn (to see how our employees and agents are leading the industry and impacting communities. Visit ourNewsroom (to learn more about how our company is constantly evolving to meet our clients' and employeesu2019 needs. Job Requisition ID: [[id]]

Created: 2025-12-05