Annuity New Business Customer Service Representative

Job Requisition ID: 90504 

 

Location Designation: Hybrid - 3 days per quarter 

*Must be within 50 miles of Dallas,TX or Cleveland, OH*

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

 

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 a Customer Service Call Center Representatives for its Service Center. We employ highly trained customer service professionals responsible for supporting the insurance agent management team by handling new business calls for sales processing and administrative support functions. Our goal is to deliver best-in-class service to our agents and clients in a cost-effective manner.

 

New York Life's 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 accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.

 

The Level 2 Customer Service Representative position is expected to provide outstanding customer service and support to the Field, their team and Manager, addressing Product and Funds Onboarding-related inquiries that are received through our call queue or written request. 

 

Primary Responsibilities:

• Handle high volume of external inbound agent inquiries

• Provide assistance and status updates to callers on pending items and application requirements both expediently and accurately.

• Ability to handle most customer interactions independently.

• Ability to explain basic information in functional area.

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

• Process requirement items when idle or upon request

 

Qualifications:

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

• Minimum 2 – 5 years of customer service and/or call center experience required

• Accountable, ethical, good decision-making ability

• Strong written and verbal communication skills required

• Good computer skills and ability to multitask

• Excellent time management skillset

• Attention to Details

 

Training & Development:

Customer Service Representatives undergo a comprehensive paid on-site training program to learn about the insurance industry, phone soft skills, 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 9:30 – 6pm during the work week

 

Salary:

Competitive full-time base salary, overtime eligibility plus target bonus

 

Benefits:

Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts

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