New Business Call Center Representative 92041

 

Location Designation: Hybrid - 1 day per quarter 

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

 

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

 

You are our future, and we commit to investing in you accordingly.

 

Annuity New Business Customer Service Representative - New Business Call Center

Location: Hybrid, Onsite 1 day a Quarter in either of our Service Centers in Dallas, TX or Cleveland, OH
Schedule: Full-time | Monday–Friday | 7.5-hour shift between 9:30 AM – 6:00 PM CST
 

Be a Voice of Confidence for Our Agents and Clients

Are you personable, customer-service oriented, and driven to help people protect their financial futures? At New York Life, we’re looking for Customer Service Call Center Representatives who are passionate about delivering best-in-class support.

This is an opportunity to join a mission-driven company that values service excellence, professionalism, and long-term impact. As part of our Call Center Team, you will handle inbound calls from insurance agents related to new business processing and onboarding inquiries—helping ensure every interaction is timely, accurate, and positive.

 

What You’ll Do

• Respond to a high volume of inbound calls from agents, answering questions related to new business and application processing.
• Provide status updates and guidance on pending items, application requirements, and product-related inquiries.
• Handle most customer interactions independently using established knowledge and tools.
• Support team members in meeting regulatory deadlines and maintaining service standards.
• Process requirement items when call volume allows or as assigned.

 

What You’ll Bring

New York Life Insurance Company is seeking personable and customer-service oriented individuals for the role of Customer Service Call Center Representatives in their Service Center. The role involves supporting the insurance agent management team by handling new business calls for sales processing and administrative support functions. The company aims to deliver best-in-class service to agents and clients in a cost-effective manner. They are looking for customer-focused, accountable, efficient, and engaged professionals dedicated to service excellence. The Level 2 Customer Service Representative is expected to provide outstanding customer service and support, addressing Product and Funds Onboarding-related inquiries received through call queues or written requests.

 

Required Skills

• Strong oral and written communication skills
• Confident decision-maker with strong ethical judgment
• Excellent time management and multitasking skills
• Detail-oriented and organized with good computer proficiency

 

Preferred Skills

• Bachelor’s degree or equivalent work experience
• 2–5 years of experience in customer service and/or a call center setting
• Knowledge of insurance/investment industry preferred

 

 

Training & Development

You’ll receive comprehensive, paid remote training, covering:

• Insurance and financial products
• Phone soft skills and service etiquette
• Policy provisions and transaction processes

Ongoing coaching and feedback will support your growth and