Hybrid New Business Services Specialist

New York Life Insurance Co.; San Ramon (CA); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Job summary

New York Life Insurance Co. is seeking a Service Representative to support agents, clients, and management in a hybrid work setting. You will manage insurance policy applications, assist with underwriting coordination, and help with life products in the new business process.

This role emphasizes customer service and accurate processing to ensure smooth operations. Requirements include 2+ years in customer service, strong MS Office skills, and excellent communication.

Qualifications

• 2+ years of customer service and administrative experience.
• Proficiency in Microsoft Office Suite.
• Demonstrated ability to multitask effectively.
• Strong written and verbal communication skills.

Responsibilities

• Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication.
• Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters.
• Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process.
• Answer incoming calls, greeting customers and potential agent candidates may be required.
• Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office.

Job description

New York Life Insurance Co. is seeking a Service Representative to support agents, clients, and management in a hybrid work setting. You will manage insurance policy applications, assist with underwriting coordination, and help with life products in the new business process.

This role emphasizes customer service and accurate processing to ensure smooth operations. Requirements include 2+ years in customer service, strong MS Office skills, and excellent communication.