Customer Service Professional

4 months ago


San Francisco, United States New York Life Full time

**Customer Service Professional 84659**

* **Please wait...**

**Location:** San Francisco, 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 including contracting assistance

* Participate in event planning for training sessions, kick-off events and other meetings as necessary including working with Agency Managers to plan and execute events.

* Directly support Agency Management team with note taking, presentation creation, newsletters, expense tracking and various other administrative duties.

* 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

* 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

**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: 84659

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



  • San Francisco, California, United States Professional Career Solutions LLC Full time

    Customer Service Representative RoleWe're seeking a skilled Customer Service Representative to join our team at Professional Career Solutions LLC. This is a full-time, remote opportunity with flexible hours.About the Role:Provide exceptional customer service to clients via phone, email, and chat.Resolve customer complaints and concerns in a timely and...


  • San Ysidro, California, United States Manpower -Professional Full time

    Job DescriptionJob Title: Customer Service RepresentativeLocation: San Ysidro, CADuration: 6 months with the potential to be Temporary to Hire (Based on performance and business need)Pay: $20 - $24 per hour DOEPosition Summary:As a Customer Service Representative, you will be the primary point of contact for our 25 clinics throughout San Diego County, 400...


  • San Francisco, California, United States CLevelCrossing Full time

    VP Customer Success and Professional ServicesAt CLevelCrossing, we're revolutionizing the way businesses connect with their customers. Our customer messaging products drive growth across the customer lifecycle, and we're looking for a seasoned leader to join our team.What's the Opportunity?We're seeking a Vice President, Customer Success and Professional...


  • San Francisco, California, United States CLevelCrossing Full time

    Job Title: VP Customer Success and Professional ServicesAt CLevelCrossing, we are seeking a highly experienced and strategic leader to join our senior leadership team as Vice President of Customer Success and Professional Services. This role will be responsible for defining and delivering global customer success and professional services strategies that...


  • San Francisco, United States CLevelCrossing Full time

    VP Customer Success amp Professional Services Posted on Jun 28, 2022 Profile Communication has changed for people. Its changed for businesses, too. MEMBERS ONLY is the only suite of customer messaging products that drives growth at every stage of the customer lifecycleacross acquisition, engagement, and support. Today more than 25,000 businesses use MEMBERS...


  • San Francisco, United States CLevelCrossing Full time

    VP Customer Success amp Professional Services Posted on Jun 28, 2022 Profile Communication has changed for people. It’s changed for businesses, too. MEMBERS ONLY is the only suite of customer messaging products that drives growth at every stage of the customer lifecycle—across acquisition, engagement, and support. Today more than 25,000 businesses use...


  • San Antonio, Texas, United States Professional Moving & Storage INC Full time

    We are seeking highly skilled individuals to join our team at Professional Moving & Storage INC as Customer Service Representatives. As a key member of our customer service team, you will be responsible for handling incoming and outgoing sales and service calls with exceptional communication skills.Key Responsibilities:Respond to customer inquiries and...


  • San Diego, California, United States Service Champions Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Service Champions. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving issues, and ensuring customer satisfaction.Key...


  • San Francisco, California, United States SEARCH Group Partners Full time

    Job SummarySEARCH Group Partners is seeking a highly skilled Customer Success Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer experiences, driving account growth, and ensuring customer satisfaction.Key ResponsibilitiesOwn end-to-end customer experience, including onboarding, product...


  • 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...


  • San Francisco, California, United States SEARCH Group Partners Full time

    Customer Success ManagerSEARCH Group Partners is seeking a highly skilled Customer Success Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer experiences, driving growth, and ensuring customer satisfaction.Key Responsibilities:Own the end-to-end customer experience, from onboarding to...


  • San Francisco, California, United States Kira Learning Full time

    About Kira LearningKira Learning is a pioneering education technology company dedicated to revolutionizing the way computer science and artificial intelligence are taught and learned. Our mission is to empower teachers and prepare students for a world where technology and science play a pivotal role in everyone's lives.Job SummaryWe are seeking a highly...

  • Customer Service

    4 months ago


    San Francisco, United States san diego Full time

    **Customer Service** ** San Francisco, CA 5 months ago 68 applicants** ** Welcome back** Sign in to save **Customer Service** at **Pablo Designs**. **Customer Service Representative** Pablo Designs, a small, vibrant and growing lighting manufacturer in San Francisco seeks a Customer Service Representative. This candidate must be dynamic with attention to...


  • San Francisco, California, United States SEARCH Group Partners Full time

    Customer Success ManagerSEARCH Group Partners, a premier recruiting firm, is seeking a Customer Success Manager for one of our SaaS clients. This role can be based in San Francisco or Denver office, with a 100% in-office position.Key Responsibilities:Own the end-to-end customer experience, including onboarding, product adoption, and renewal.Proactively...


  • San Angelo, Texas, United States Angelo Water Service Full time

    Customer Service Representative Job DescriptionWe are seeking a highly skilled and motivated Customer Service Representative to join our team at Angelo Water Service in San Angelo, TX. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any...


  • San Angelo, Texas, United States Angelo Water Service Full time

    Customer Service RepresentativeAngelo Water Service is seeking a skilled Customer Service Representative to provide exceptional service to our customers. This is a full-time position, Monday – Friday (8:00-5:00PM) and some Saturdays (9-12PM).The ideal candidate will have previous experience in an inbound/outbound call center environment, with a strong...


  • San Francisco, United States Amazon Full time

    Senior Customer Practice Manager - Pre Sales, Professional Services The Amazon Web Services Professional Services team is looking for Customer Practice Managers (CPM) who can lead and/or support significant customer programs during the solution and pursuit stages, develop a long-term Professional Services strategy and execute that strategy with those...


  • San Jose, California, United States Connecticut Water Service Full time

    Customer Service RepresentativeWe are seeking a skilled Customer Service Representative to join our team at Connecticut Water Service. As a Customer Service Representative, you will be responsible for handling customer inquiries, resolving issues, and providing exceptional customer service.Key Responsibilities:Handle customer inquiries and resolve issues in...


  • San Francisco, California, United States BARTCA Full time

    Job SummaryWe are seeking a highly skilled and experienced Customer Service Director to lead our Customer Services Department. The ideal candidate will have a proven track record of delivering exceptional customer service and experience in managing a team of customer service professionals.The Customer Service Director will be responsible for developing and...


  • San Francisco, California, United States Searchlight Services Full time

    Join Searchlight Services as a Professional Services ManagerWe are seeking a highly skilled and experienced Professional Services Manager to join our team at Searchlight Services. As a key member of our team, you will be responsible for building and managing our professional services and implementation function from scratch.Key Responsibilities:Lead the...