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Insurance Service Professional
2 months ago
We are seeking a highly skilled and experienced Insurance Service Professional to join our Field Service Team at New York Life Insurance Company. As a key member of our team, you will play a critical role in delivering exceptional customer experiences for our agents and clients.
Key Responsibilities- Customer Service: Provide top-notch day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication.
- Underwriting Coordination: Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters.
- Application Workflow: Assist with the workflow of applications for life products, annuities, contract changes, policy billing, and initial and downstream accounting entries related to the new business process.
- Communication: Answer incoming calls, greet customers, and respond to their inquiries in a professional and courteous manner.
- Experience: 2 or more years of customer service and administrative experience.
- Skills: Strong computer skills with proficiency in the Microsoft Office Suite, demonstrated ability to multitask effectively, and strong written and verbal communication skills.
- Education: Associates or Bachelor's degree preferred, or equivalent years of related experience.
- Competitive Salary: A competitive full-time base salary, with 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 Growth: Opportunities for career advancement and professional development within the Service Organization, including management, quality control, training, underwriting, and claims.
New York Life Insurance Company is a leading provider of life insurance and financial services. We are committed to improving local communities through a culture of employee giving and volunteerism, supported by the New York Life Foundation. We believe in a diverse workforce and are proud to be recognized as one of Fortune's World's Most Admired Companies.
