Senior Representative, Case Analyst

 

Location Designation: Hybrid - 3 days per week 

 

 

 

Case Analyst

Team: Third Party Distribution – Life
Job Level: CS-3

About the Role:

As a Case Analyst, you’ll play a key role in delivering a seamless new business experience for our distributors, agents, and internal partners. You’ll manage life insurance cases from submission through commission payment, ensuring accuracy, compliance, and exceptional service every step of the way. If you enjoy problem-solving, collaboration, and making complex processes feel effortless, this role is for you.

 

What You’ll Do

• Process new life insurance business, including good order review, electronic applications, policy preparation, cancellations/declinations, and ordering Attending Physician Statements through third-party vendors
• Maintain accurate, real-time case status updates and reporting in daily case logs
• Proactively follow up on outstanding requirements (medical, financial, licensing, etc.)
• Own the quality of your work by performing self-checks to ensure accuracy the first time
• Meet established service standards and communicate early when timelines may be impacted
• Identify opportunities to improve processes and share recommendations with leadership
• Deliver an exceptional end-to-end customer experience—from case submission through commission payment
• Build strong relationships with distributor representatives through proactive communication and timely, thoughtful responses
• Provide proactive case management and coordination throughout the new business lifecycle
• Partner closely with internal teams including Sales Support, Underwriting, Agent Compensation, Inforce Policy Service, Licensing & Contracting, and Conversion
• Serve as back-up support for the Concierge (Case Manager) as needed for assigned distributors
• Ensure compliance with all regulatory and company requirements, including state regulations, AML, and privacy standards
• Apply sound judgment to resolve issues and escalate appropriately when needed
• Use available job aids, tools, and online resources to find answers efficiently
• Cross-train on all new business processing functions to gain a holistic understanding of the full lifecycle
• Develop strong knowledge of life insurance products, illustrations, and New Business “age and amount” requirements

 

What You Bring:

• Associate’s or Bachelor’s degree, or equivalent related experience
• 2–4 years of experience in life insurance or the financial services industry
• Customer service and administrative experience (retail life insurance experience is a plus)
• Strong attention to detail with the ability to manage multiple cases simultaneously
• Excellent communication and relationship-building skills
• A continuous-improvement mindset and a collaborative, team-first approach

 

#LI-JM14

 

 

Pay Transparency

Salary Range: $46,500-$66,500 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

 

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

 

Company Overview 

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. 

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of l