Customer Service Representative

5 days ago


Watertown, Massachusetts, United States New York Life Full time

Customer Service Professional

About the Role

We are seeking a highly skilled Customer Service Professional to join our team at New York Life. As a key member of our Service Organization, you will play a critical role in supporting the onboarding of new agents, participating in event planning, and processing agent contract and license requirements.

Key Responsibilities

  • Support agency management in the onboarding of new agents
  • Participate in event planning for training sessions, kick-off events, and other meetings
  • Process agent contract and license requirements, including resident and non-resident 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

Requirements

  • Associates or Bachelor's 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 and Development

As a Customer Service Representative, you will receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback will be provided to help you gain the necessary skills to be successful.

Shift Information

This is a full-time position, Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM and 5:00 PM during the work week.

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.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.



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