Life Solutions Customer Service Representative

Job Requisition ID: 93672 

 

Location Designation: Hybrid - 1 day per week 

 

** Must be within 50 miles of Dallas, TX, Tampa, FL, or Cleveland, Ohio.***

 

Life Solutions Customer Service Professional

Role Overview

New York Life is seeking Customer Service Professionals who are passionate about helping others and enjoy solving problems. In this role, you will serve as a primary point of contact for customers, providing support on life insurance products and policy transactions while delivering a best-in-class customer experience.

This is an excellent opportunity to build a career with a Fortune 100 company known for its culture, training, stability, and long-term career opportunities. Comprehensive paid training is provided—no prior insurance experience required.

What You'll Do

• Serve as the first point of contact for customers, handling both routine and complex inquiries
• Resolve customer issues efficiently while reducing customer effort and driving positive outcomes
• Assist customers with policy-related transactions such as payments, withdrawals, and general policy inquiries
• Communicate clearly and professionally with customers via phone and written channels
• Deliver high-quality service that reflects New York Life’s brand and commitment to excellence
• Work independently and collaboratively in a fast-paced, customer-focused environment
• Attend up to two on-site workdays per quarter following completion of training

 

What You’ll Bring:

Required Skills

• High School diploma or GED required; associate or bachelor’s degree preferred
• Customer service or problem-solving experience preferred
• Strong verbal and written communication skills
• Ability to interpret customer needs, identify solutions, and take ownership of issues
• Ethical, accountable, and sound decision-making skills
• Proficient computer skills with the ability to multitask
• Spanish speaking preferred but not required. 

Training & Development

New York Life provides a comprehensive, paid training program that covers life insurance products, policy provisions, systems, and customer service skills. Ongoing coaching, feedback, and mentoring support your success, including up to 20 days of on-site training for face-to-face learning.

With New York Life’s financial strength and long-standing commitment to development, many Customer Service Professionals advance into new roles within 12–24 months.

Compensation & Benefits

• Competitive full-time base salary
• Overtime eligibility and annual bonus potential
• Comprehensive benefits package, including:
• Medical, Dental, and Vision coverage
• Paid vacation and holidays
• 401(k) with company match and pension plan
• Student loan repayment and tuition reimbursement
• Flexible spending and health savings options
• Discounted fitness memberships

Schedule

• Full-time, Monday through Friday
• No weekends
• Our schedules start and end somewhere between 7:45 am EST and 7:15 pm EST.

 

Pay Transparency

Salary Range: $42,000-$42,900 

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