Hybrid New Business Services Specialist

New York Life Insurance Co.; New York (NY); Híbrido; USD 45.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Descripción de la vacante

New York Life Insurance Co. is seeking a New Business Service Representative to support agents and clients through the new business process. The role emphasizes handling applications, changes, and service requests with strong knowledge of our systems and workflows.

The position is full-time with a hybrid schedule (in-office 4 days, work-from-home 1 day) and offers a base salary plus discretionary bonus and benefits. FINRA licensing may be required before hire.

Formación

• 2+ years of customer service and administrative experience
• Proficiency in Microsoft Office Suite required
• Strong written and verbal communication skills
• Ability to multitask effectively
• Demonstrated problem-solving and organizational skills

Responsabilidades

• Provide excellent day-to-day service to agents, clients, and Field Management
• Coordinate underwriting requirements with agents, clients, vendors, and underwriters
• Assist with workflow of life insurance applications and policy changes
• Answer incoming calls and greet customers as needed
• Support in-person duties to assist Agents and Agency Managers

Conocimientos

Customer service

Administrative experience

Microsoft Office

Multitasking

Communication

Educación

Associates or Bachelor's degree preferred

Herramientas

Microsoft Office Suite

Descripción del empleo

New York Life Insurance Co. is seeking a New Business Service Representative to support agents and clients through the new business process. The role emphasizes handling applications, changes, and service requests with strong knowledge of our systems and workflows.

The position is full-time with a hybrid schedule (in-office 4 days, work-from-home 1 day) and offers a base salary plus discretionary bonus and benefits. FINRA licensing may be required before hire.