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Customer Support Specialist for National Accounts

2 months ago


Farmington, Connecticut, United States New York Life Insurance Company Full time

Job Requisition ID: 90674

Location Designation: Hybrid - 3 days per week

At New York Life Insurance Company, we provide extensive insurance and absence management solutions tailored for mid-sized and large enterprises. Our mission is to cultivate a healthier, happier, and more secure workforce, thereby contributing to our legacy of being there when it matters most. In this role, you will design, implement, and support solutions that directly influence the lives of employees, ensuring financial security and peace of mind through our various offerings, including absence, accident, disability, voluntary benefits, and life insurance solutions.

Position Overview:

The Customer Support Specialist plays a vital role in delivering guidance and administrative services for significant National Account clients. This position involves responding to inquiries related to both retiree and active dependent life insurance. The Specialist collaborates closely with third-party vendors to gather necessary information for billing and validating premium payments to facilitate life insurance claims processing. Additionally, the Specialist ensures accurate and timely entry of customer data.

Key Responsibilities:

  • Engage effectively with service partners and vendors to offer consultative support to customers associated with large National Account clients.
  • Deliver exceptional customer service.
  • Utilize information, policies, and resources to provide precise and efficient responses.
  • Manage a balance of inbound and outbound calls while executing other daily tasks.
  • Consistently meet established quality performance standards.
  • Prepare tailored packages for customers that include specific benefit materials.
  • Collaborate with vendors on customer billing, payment applications, and account reconciliations.
  • Investigate and confirm coverage by collecting relevant information.
  • Support the team in annual premium billing activities, including extending or canceling coverage and communicating any applicable rate changes.
  • Document all decisions and discussions that occur during the assessment process.
  • Accurately record calls in the designated database.
  • Update and maintain reference materials/forms to ensure resolution accuracy.
  • Exhibit a willingness to learn and effectively apply new skills as customer expectations evolve.
  • Participate in team meetings and contribute to organizational goals.
Qualifications:
  • High School Diploma required; some college education preferred.
  • Strong verbal and written communication skills, along with interpersonal abilities.
  • Ability to actively listen, probe for clarification, and demonstrate empathy towards customers.
  • Excellent analytical, problem-solving, and organizational skills.
  • Proficient in navigating multiple systems and tools.
  • Strong computer skills, particularly in Microsoft Office applications such as Outlook, Excel, and Access.
  • Ability to work collaboratively as a team member and assist others in managing workload.
  • Prior experience in customer service within a call center or similar professional environment (2+ years preferred).
  • Capability to multi-task effectively.
  • Adaptability to support changes and meet evolving business and customer needs.
Additional Information:

This position involves a hybrid work schedule, with remote work on designated days and on-site work during the week.

Compensation:

Salary range: $32,500 - $57,500

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on various factors, including individual experience, skills, qualifications, and job location. Employees may also be eligible for an annual discretionary bonus and an incentive program.

Benefits:

We offer a comprehensive benefits package, including leave programs, adoption assistance, and student loan repayment options. We continuously refine our offerings based on employee feedback to ensure you thrive both professionally and personally.

Diversity Commitment:

We believe in fostering a diverse workforce, as it aligns with our mission to advocate for the financial security and success of individuals in every community. Diversity, equity, and inclusion are core principles embedded in our brand and culture.

As a recognized leader in the industry, New York Life is dedicated to enhancing local communities through employee giving and volunteerism. We operate in the best interests of our policy owners, ensuring a stable and supportive environment for our employees.