Customer Service Specialist for Annuity New Business

1 week ago

Cleveland, Ohio, United States New York Life Insurance Company Full time

Job Requisition ID: 90504

Location Designation: Hybrid - 3 days per quarter

At New York Life Insurance Company, we are dedicated to fostering an environment that emphasizes career advancement, teamwork, innovation, and inclusivity. We believe in empowering our employees to take pride in being part of a company committed to ethical practices. Here, you will have the chance to enhance your career while growing personally and professionally through a variety of resources and programs. Our company values the importance of both virtual and face-to-face interactions in nurturing our corporate culture.

Are you a friendly, customer-focused individual? Do you have a passion for assisting others in securing their financial future? If you are looking for a career with a leading organization in the industry, New York Life Insurance Company may be the right fit for you.

Our Service Organization is currently seeking Customer Service Call Center Representatives for our Service Center. We employ highly skilled customer service professionals who provide support to our insurance agent management team by managing new business inquiries related to sales processing and administrative tasks. Our mission is to deliver exceptional service to our agents and clients efficiently and effectively.

New York Life's Service Organization is committed to providing outstanding service by ensuring that every customer interaction is a positive experience. We are looking for customer-centric, accountable, efficient, and engaged professionals who are guided by a strong commitment to service excellence.

Key Responsibilities:

  • Manage a high volume of incoming inquiries from agents
  • Provide timely assistance and updates regarding pending items and application requirements
  • Handle most customer interactions independently
  • Communicate basic information clearly within the functional area
  • Collaborate with team members daily to meet departmental and regulatory standards
  • Process requirement items as needed

Qualifications:

  • Associate's or Bachelor's degree preferred, or equivalent years of relevant experience
  • 2 - 5 years of experience in customer service and/or call center roles
  • Strong accountability, ethical standards, and decision-making abilities
  • Excellent written and verbal communication skills
  • Proficient computer skills and ability to multitask
  • Strong time management capabilities
  • Attention to detail

Training & Development:

Customer Service Representatives will participate in a comprehensive paid training program to gain knowledge about the insurance industry, phone etiquette, product details, policy provisions, and transaction processing. Ongoing coaching and feedback will be provided to ensure you develop the skills necessary for success.

Shift Information:

This is a full-time position, Monday through Friday. Candidates should be flexible to work any 7.5-hour shift during standard business hours.

Salary:

Competitive full-time base salary, with overtime eligibility and a target bonus.

Benefits:

Paid vacation, healthcare, 401K matching, pension plan, tuition assistance, and flexible spending accounts.

Career Opportunities:

New York Life offers various corporate opportunities within the Service Organization, including roles in management, quality control, training, underwriting, and claims.

Salary Range: $32,500 - $45,500

Overtime Eligible: Nonexempt

Discretionary Bonus Eligible: Yes

Sales Bonus Eligible: No

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to enhancing local communities through a culture of employee giving and volunteerism. We are proud to operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses 'Be Good At Life.'

Please Note:

  • This role requires FINRA Associated Person fingerprinting.

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