Insurance Support Specialist

3 days ago


Medford, New York, United States New York Life Insurance Company Full time
About the Role:

The Customer Service Professional will work closely with our agents to support their onboarding experience, facilitating contracting and licensing processes. This role requires strong knowledge of our systems and processes to assist agents with their questions and process service requests efficiently. Additionally, the candidate will support agents' practices by managing insurance policy applications throughout the new business process.

Key Responsibilities:
  • Provide excellent customer service to agents, clients, and Field Management.
  • 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.
  • Coordinate underwriting requirements with agents, clients, outside medical vendors, and underwriters.
  • Answer incoming calls, greet customers, and assist potential agent candidates as needed.
Requirements:
  • 2+ years of customer service and administrative experience.
  • Strong computer skills with proficiency in Microsoft Office Suite.
  • Demonstrated ability to multitask effectively.
  • Strong written and verbal communication skills required.
Estimated Salary Range: $45,000 - $55,000 per year.

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