Customer Service Professional

1 week ago


San Mateo, United States New York Life Full time

**Customer Service Professional 85256**

* **Please wait...**

**Location:** San Mateo, CA, US

When you join New York Life, youre joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

**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

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

**Qualifications**

* Associates, or Bachelors 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.**

Recognized as one of *Fortunes* Worlds Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by our . 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 , our and the page of .J

Job Requisition ID: 85256

**Job Segment:** Underwriter, Social Media, Claims, Inspector, Customer Service, Insurance, Marketing, Quality



  • San Mateo, United States Home Depot Full time

    Job Description Customer Service/SalesPosition Purpose: Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. These associates learn about products using our tools, and provide information to customers in order to sell an entire project. Associates in this position...


  • San Mateo, United States TMG Services Full time

    Job DescriptionJob DescriptionWe are seeking a dynamic and sports-minded individual to join our team as an Entry Level Customer Service Coordinator. As a key member of our customer service department, you will play a crucial role in delivering exceptional support to our clientele. Entry Level Customer Service Coordinators will have a competitive spirit,...


  • San Mateo, United States TMG Services Full time

    Job DescriptionJob DescriptionTidal Management is looking for an Entry Level Customer Service Manager to proactively support and provide direct customer service strategies for a renowned client in the Telecommunications industry. As the Entry Level Customer Service Manager, you will fuel the customer’s excitement as their direct point of contact. We need...

  • Customer Service 1

    1 week ago


    San Diego, United States Pilot Freight Service Full time

    ** Customer Service 1** **Job Category****:** Stations-West **Requisition Number****:** CUSTO004437 Showing 1 location **Job Details** **Description** **Pilot Freight Services is seeking a full time Customer Service 1 for our San Diego CA, location.** **Responsibilities:** * Frequent and accurate communication to customer, cartage agents, and other station...

  • Travel Nurse

    Found in: Talent US A C2 - 1 week ago


    San Mateo, United States Coast Medical Service Full time

    Coast Medical Service is seeking an experienced Case Manager Registered Nurse for an exciting Travel Nursing job in San Mateo, CA. Shift: 5x8 hr days Start Date: 05/13/2024 Duration: 13 weeks Pay: $2788 / Week Coast Medical Service is a nationwide travel nursing & allied healthcare staffing agency dedicated to providing an elite traveler experience for the...


  • San Mateo, United States Y Combinator Full time

    **Customer Support Engineer** **** Customer messaging via push notifications, email, SMS, & in-app. San Mateo, California Full-time 1+ years About OneSignal We started as app developers who just wanted a developer-friendly API for push notifications. Finding no good solution, we built one ourselves. Today, OneSignal is the leading solution for sending...


  • San Mateo, United States ABC Insurance Full time

    Job DescriptionJob DescriptionWe are looking someone who is responsible, enthusiasm and dispine person to join us.

  • Guest Services

    3 days ago


    San Mateo, United States San Mateo County Event Center Full time

    **The SAN MATEO COUNTY FAIR is seeking a Guest Services staff members to work in a fun and friendly environment during the San Mateo County Fair.** **This is a seasonal position from approximately May 29 through June 9.** **Must have an open schedule to be available day and/or evenings and be available to work on the weekends of June 1-2 and June...

  • Customer Service

    Found in: beBee jobs US - 2 weeks ago


    San Antonio, Texas, United States Lowe's Full time

    Mr. Rooter Plumbing's proven systems make it easy for our staff members to achieve their goals, whether financial, professional and/or personal.Mr. Rooter implements our Code of Values of Respect, Integrity, and Customer Focus while having Fun in the Process, making it a place you will be proud to work for.Dispatching service calls to the Plumbers using...


  • San Mateo, United States Penn Foster Inc Full time

    San Mateo, CA, United States of America General Summary The VP – Customer Success Business Ops & Support is expected to be the leader for the following business operations: Accrualify system Implementations, Product Development, Customer Success, internal operations including revenue, upsell and renewals. This position requires an understanding of...


  • San Mateo, United States CareerBuilder Full time

    San Mateo, CA, United States of America General Summary The VP Customer Success Business Ops & Support is expected to be the leader for the following business operations: Accrualify system Implementations, Product Development, Customer Success, internal operations including revenue, upsell and renewals. This position requires an understanding of accounting...

  • Customer service

    21 hours ago


    San Leandro, United States Michaels Stores Full time

    Store - BAY-SAN LEANDRO, CA - Deliver friendly customer service, help customers shop our store, and find what theyre looking for. Ensure all customers receive a fast and friendly checkout experience. Complete truck unloading and merchandise duties t Customer Service, Retail, Customer, Merchandise, Store


  • San Mateo, United States County of San Mateo (CA) Full time

    Description San Mateo County Health is seeking a well-qualified individual for the position of Electronic Health Record Analyst II-Resolute Professional Billing-Limited Term.This position will support Epic Resolute Professional Billing which will require current Epic certification in Resolute Professional Billing and Charge Router. The current vacancy is...


  • San Antonio, United States Xpel Technologies Corp Full time

    Director of Customer Service (San Antonio, TX) Published On 9/8/2023 Job Summary: Lead, develop, and coach customer service supervisors and managers across multiple countries to build successful relationships and deliver an exceptional customer experience. Core Duties: • Establish performance objectives, monitor team performance, and provide feedback to...

  • Manager - Customer Marketing

    Found in: Careerbuilder One Red US C2 - 7 days ago


    San Mateo, CA, United States Freshworks Full time

    Company DescriptionFreshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end user. Headquartered in San Mateo, California, Freshworks has a global team operating from 13 global...


  • San Clemente, United States CareerBuilder Full time

    Job DescriptionJob Description A manufacturing company in San Clemente is looking for an experienced Customer Service Specialist . This position will provide complete customer support by processing customer orders, maintaining customer accounts, facilitating requests and resolving concerns in a timely and accurate manner. This is a temp-to-hire or...


  • San Antonio, United States Rollins Full time

    ** Customer Service Specialist** **Job Category****:** Customer Service **Requisition Number****:** CUSTO022977 Showing 1 location **Job Details** **Description** **At Orkin, our purpose is to help protect the world where we live, work, and play.** Our **Customer Service Specialists** are committed to this purpose. Our **Customer Service Specialists** are...


  • San Antonio, United States Qwalifize LLC Full time

    Job DescriptionJob DescriptionType:Contract-To-HireFull Time or Part Time:Full timePay Rate:$17.00 per hrLocation:San Antonio, TX 78229 Language Requirements:Write, read, and speak English fluently Job Overview:This role is primarily responsible for providing excellent customer service, accurate information and assistance to customers over the phone....


  • San Diego, United States Hello Auto Group Full time

    * Organized and friendly personality * Time management skills * Fantastic communication skills with your customers * Professional, well-groomed personal appearance * Strong record of positive customer satisfaction results * Team oriented and self-motivated * Able to work with little supervision * Clean driving record and valid drivers license **Apply...


  • San Francisco, United States Associa Full time

    Job Description The Community Assistant is responsible for assisting customers with any troubles or inquiries that they might have. Often, customer service associates help customers over the phone or via email, but they may also deal with customers in person. A Community Assistant must possess a service-oriented attitude, as well as a friendly and personable...