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Customer Service Representative

2 months ago

San Francisco, California, United States New York Life Full time

Job Summary

This is a full-time position at New York Life, a leading insurance company. As a Customer Service Professional, you will provide exceptional support to agents, clients, and Field Management, either in person, over the phone, or through electronic communication.

Key Responsibilities

  • Provide day-to-day customer service to agents, clients, and Field Management
  • Support agency management in the on-boarding of new agents, including contracting assistance
  • Participate in event planning for training sessions, kick-off events, and other meetings as necessary
  • Directly support Agency Management team with note taking, presentation creation, newsletters, expense tracking, and various other administrative duties
  • Process agent contract and license requirements, including resident and non-residence requirements, license renewals, and funds related to contract and license functions
  • Support agency management in supervision of agents, including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports
  • Assist with workflow of applications for life products, annuities, contract changes, policy billing, and initial and downstream accounting entries related to the new business process

Requirements

  • Associates or Bachelors degree preferred, or equivalent years of related experience
  • 2 or more years of customer service and administrative experience
  • Strong computer skills with proficiency in the Microsoft Office Suite
  • Demonstrated ability to multitask effectively
  • Strong written and verbal communication skills required

Training & Development

Customer Service Representatives receive 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.

Benefits

  • Competitive full-time base salary, overtime eligibility, and target bonus
  • Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program

Career Opportunities

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