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Customer Service Professional
1 month ago
**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
