Insurance Service Representative

3 weeks ago


New York, New York, United States New York Life Full time
About the Role

We are seeking a highly skilled and customer-focused Service Analyst to join our team at New York Life. As a Service Analyst, you will be responsible for providing exceptional service to our clients by processing financial and non-financial transactions with accuracy and efficiency.

Key Responsibilities
  • Process routine and complex financial and non-financial transactions on clients' accounts with both expediency and accuracy.
  • Analyze and process a wide range of service requests for contract holders, ensuring compliance with regulatory guidelines.
  • Advise brokers, bank representatives, beneficiaries, and their representatives on contract provisions and related laws, regulatory requirements, and company procedures.
  • Respond to general written and oral inquiries concerning any financial or non-financial based on administrative procedures, being able to review and analyze the issue and present a solution.
Requirements
  • Associates or Bachelor's degree preferred, or equivalent years of related experience.
  • High school diploma or GED from an accredited school required.
  • Minimum 1 year of customer service and/or call center experience required.
  • Series 6 licensed preferred (must be secured within 6 months of hire date).
  • Accountable, ethical, good decision-making ability.
  • Strong written and verbal communication skills required.
  • Good computer skills and ability to multitask.
Training and Development

Service Analysts undergo a comprehensive paid on-site training program 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.



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