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Customer Service Representative
2 months ago
Job Summary
We are seeking a highly skilled Customer Service Representative to join our team at New York Life. As a key member of our Service Organization, you will be responsible for providing exceptional customer service to agents, clients, and Field Management.
Key Responsibilities
- Provide day-to-day customer service to agents, clients, and Field Management through various communication channels.
- 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.
- 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, including resident and non-resident 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.
- Answer incoming calls, greet customers, and potential agent candidates.
Requirements
- 2 or more years of customer service and/or administrative experience.
- Excellent written and verbal communication skills.
- Strong computer skills with proficiency in the Microsoft Office Suite.
- Proven ability to multi-task effectively.
- Associates or Bachelor's degree preferred, but not 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 are 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 and 5:00 PM during the work week.
Benefits
- Competitive full-time base salary.
- Overtime eligibility.
- Target bonus.
- 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.
