Insurance Service Representative

6 days ago


Fargo, North Dakota, United States New York Life Insurance Co Full time

Job Summary

New York Life Insurance Co is seeking a highly skilled Insurance Service Professional to support our insurance agents, clients, and management team. As a Customer Service Representative, you will work closely with our agents to facilitate the contracting and licensing process, manage insurance policy applications, and provide exceptional customer service.

Key Responsibilities

  • Assist with the workflow of new insurance policies, from application to delivery and payment.
  • Coordinate underwriting requirements for new insurance applications, interacting with agents, clients, vendors, and underwriters.
  • Support the training and development of agents in underwriting and new business, including presentations and virtual training.
  • Facilitate the onboarding of new agents by processing contracts and licenses.
  • Provide exceptional customer service, answering incoming calls and greeting guests.
  • Support management in various duties, such as preparing for meetings, event planning, creating reports, and pulling documentation for compliance reviews.

Requirements

  • Experience in customer service and/or administrative roles.
  • 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 and Development

New York Life Insurance Co provides 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.

Work Environment

This is a full-time position, Monday through Friday, with flexible 7.5-hour shifts between 8:30 AM and 5:00 PM. Competitive full-time base salary, overtime eligibility, and target bonus.

Benefits

Paid vacation, health care, 401K match, pension plan, tuition assistance, flexible spending accounts, and student loan repayment program.

Career Opportunities

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



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