Institutional Annuities Client Service Representative

1 week ago


Jersey City, New Jersey, United States New York Life Insurance Company Full time
Job Summary: We are seeking a highly skilled Client Service Representative to join our Institutional Annuities team. As a Client Service Representative, you will play a critical role in providing exceptional service to our institutional clients, ensuring their needs are met and exceeded. Key Responsibilities: * Process annuity requests with precision and accuracy, adhering to contractual provisions * Manage inbound and outbound calls, addressing inquiries from institutional and individual annuitants * Provide up-to-date information on pricing, interest calculations, account balances, audit inquiries, and tax filings to our institutional clients * Establish and maintain high-quality relationships with internal and external customers, assessing and responding to their needs effectively * Develop a thorough understanding of operational procedures, company, industry, and regulatory policies to communicate effectively with clients * Learn and retain a strong working knowledge of multiple applications, products, and services Requirements: * Bachelor's Degree or equivalent business experience * General knowledge of Group Annuity Contracts and/or Stable Value Contracts is a plus * Understanding of Pension Plans (Defined Benefit/Contribution) is advantageous * Excellent time management, organizational, and multi-tasking skills are essential to manage a diverse workload effectively * Strong written and verbal communication skills * Result-oriented mindset and a team player What We Offer: * A dynamic and supportive work environment * Opportunities for professional growth and development * Competitive compensation and benefits package How to Apply: If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, please submit your application, including your resume and cover letter, to [insert contact information].

  • Jersey City, New Jersey, United States New York Life Full time

    Client Service Representative **Job Summary** New York Life is seeking a Client Service Representative to join our Institutional Annuities (IA) Client Services & Operations Team in Jersey City. As a key member of our Disbursement Control Team, you will play a critical role in supporting the administration of several IA businesses. **Key...


  • Jersey City, New Jersey, United States New York Life Full time

    About the RoleWe are seeking a highly skilled and customer-focused professional to join our Institutional Annuities (IA) Client Services & Operations Team in Jersey City. As a Client Service Representative, you will play a critical role in supporting the administration of several IA businesses, with a focus on activities related to participant pension...


  • Jersey City, New Jersey, United States Ampcus Full time

    Job Summary:At Ampcus, we are seeking a highly skilled Customer Service Representative to join our team. As a key member of our Information Security department, you will be responsible for providing accurate and timely responses to Technology and Security-related due diligence or RFI/RFP requests from internal and external clients.Key Responsibilities:•...


  • Jersey City, New Jersey, United States SERVICE PROFESSIONALS, INC. Full time

    Customer Service Representative Job DescriptionWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Service Professionals, Inc. in Union, NJ. As a Customer Service Representative, you will be the primary point of contact for our customers, providing exceptional service and support to ensure their...


  • Jersey City, New Jersey, United States SERVICE PROFESSIONALS, INC. Full time

    Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team in Union, NJ.Our MissionAt Service Professionals, we are committed to delivering exceptional customer experiences that exceed our customers' expectations.What We OfferExceptional Benefits: Comprehensive health and dental...


  • Jersey City, New Jersey, United States SERVICE PROFESSIONALS, INC. Full time

    Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team in Union, NJ.Our MissionAt Service Professionals, we are committed to delivering exceptional customer experiences that exceed our customers' expectations.What We OfferExceptional Benefits: Comprehensive health and dental...


  • Jersey City, New Jersey, United States Fidelity TalentSource LLC Full time

    Job Description:We are seeking a highly motivated and detail-oriented Client Experience Operations Representative to join our team at Fidelity Investments. As a key member of our Client Service and Support team, you will play a critical role in delivering exceptional client experiences and building strong relationships with our clients.The Role:Support and...


  • Jersey City, New Jersey, United States Verisk Analytics Full time

    Job SummaryWe are seeking a highly skilled Client Services Representative to join our team at Verisk Analytics. As a key member of our customer-facing team, you will be responsible for maintaining excellent relationships with our clients by conducting research to address their questions, educating them about our suite of underwriting products and services,...


  • Jersey City, New Jersey, United States Neuropath Behavioral Healthcare Full time

    Job DescriptionJob Summary:Our Client Services Administrator will provide program coordination and perform administrative functions for our clientele. They will interact with NeuroPath Behavioral Healthcare clients by ensuring they receive the services they need and resolving any complaints.Company Overview:At NeuroPath Behavioral Healthcare, we provide...


  • Jersey City, New Jersey, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a highly skilled Pension Risk Transfer Associate to join our team at New York Life Insurance Company. As a key member of our Pension Risk Transfer (PRT) Installation Team, you will be responsible for on-boarding new PRT business and supporting our Service team.Key ResponsibilitiesSupport the installation, set up, and maintenance...


  • Jersey City, New Jersey, United States New York Life Insurance Company Full time

    About the RoleWe are seeking a highly skilled Pension Risk Transfer Associate to join our team at New York Life Insurance Company. As a key member of our Pension Risk Transfer (PRT) Installation Team, you will be responsible for on-boarding new PRT business and supporting our Service team.Key ResponsibilitiesSupport the installation, set up, and maintenance...


  • Jersey City, New Jersey, United States FastSigns Full time

    About the RoleWe are seeking a highly skilled and motivated Customer Service Representative to join our team at FASTSIGNS. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients through effective communication and...


  • Jersey City, New Jersey, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.Key Responsibilities:Manage client relationships and provide...


  • Jersey City, New Jersey, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Client Service and Support team as a Brokerage Client Experience Operations Representative II. In this role, you will be responsible for providing exceptional customer service to our clients, resolving complex issues, and building strong relationships with internal and...


  • Jersey City, New Jersey, United States The Hillman Group Full time

    Job SummaryWe are seeking a highly skilled Field Service Representative to join our team at The Hillman Group. As a Field Service Representative, you will be responsible for providing exceptional customer service and support to our clients in the field.Key Responsibilities:Travel to and among customer store locations to provide merchandising services and...


  • Jersey City, New Jersey, United States CSI Group Full time

    Job SummaryThe Client Support Specialist is the primary point of contact for clients and customers, providing exceptional service and support to ensure their satisfaction with our services. This role requires a high level of professionalism, empathy, and attention to detail.Key Responsibilities:Answering Inquiries: Respond to a high volume of incoming calls...


  • Jersey City, New Jersey, United States Tawanda Jackson - State Farm Agent Full time

    **Job Summary**As a Customer Service Representative for Tawanda Jackson - State Farm Agent, you will play a vital role in providing exceptional customer service and support to our clients. If you are a people-oriented individual with excellent communication skills and a passion for helping others, we encourage you to apply for this exciting opportunity.**Key...


  • Jersey City, New Jersey, United States CSI Group Full time

    Job SummaryThe Customer Service Representative serves as the primary point of contact for clients, providing exceptional support and ensuring a positive experience with CSI Group.Key ResponsibilitiesRespond to high-volume incoming calls, addressing client inquiries and resolving issues in a timely and professional manner.Provide accurate and helpful...


  • Jersey City, New Jersey, United States Ascension Management Full time

    Job OverviewAscension Management is seeking a highly skilled and detail-oriented Customer Service Representative to join our team. As a Quality Assurance Specialist, you will be responsible for delivering exceptional customer experiences and ensuring the accuracy of all client services and sales.Key ResponsibilitiesProvide top-notch customer support and...


  • Jersey City, New Jersey, United States Tawanda Jackson - State Farm Agent Full time

    Job Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Responsibilities:Provide prompt, accurate, and friendly customer service, responding to inquiries...