Retail Annuities Customer Service Representative

Location Designation: Hybrid - 1 day per quarter 

 

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

 

Business Unit Overview  

Be part of a dynamic team at Retail Annuities, pioneering innovative solutions to help people build better retirements. Develop and market diverse annuity products that empower individuals across multiple distribution channels. By contributing to industry-leading sales across Guaranteed Income, Fixed Deferred, and Variable annuities, you'll directly impact the lives of clients and fuel the company's growth. Be the driving force behind retirement security, leveraging your expertise to make a meaningful difference in people's lives. 

 

Role Overview:

Are you a personable, customer-service oriented individual? Are you interested in helping people protect their future? Are you interested in a career with an industry leader? If so, New York Life Insurance Company may be the company for you. New York Life’s Service Organization is hiring Service Analyst for its New York Service Center. The Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer- focused, responsible, efficient and engaged professionals who are devoted to and guided by a commitment to service excellence. Service Analyst establishes high quality customer relationships using informational resources and technical knowledge.

 

What You'll Do:

• Effective decision making based on comprehensive case analysis.

• Assist team members daily to complete work in order to meet departmental and regulatory standards.

• Ability to explain basic information in functional area.

• Ability to handle most customer interactions independently.

• Transact routine financial and non-financial activity on client accounts with both expediency and accuracy.

• Handle high volume of external inbound customer and sales agent inquiries.

• Demonstrate valuable interpersonal skills

 

What You'll Bring: 

• Associates, or Bachelor’s degree preferred, or equivalent years of related experience

• Accountable, ethical, good decision-making ability

• Strong written and verbal communication skills required

• Good computer skills and ability to multitask

• Series 6 license preferred

 

Training & Development:

Specialist undergo a comprehensive paid on-site training program to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is 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 8:30am – 6:15pm during the work week.

 

Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims. In addition, this position provides skills and product knowledge that can lead to other opportunities within the company such as Sales, Marketing, etc.

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Pay Transparency

Salary Range:  $40,000-$50,000 

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