Intake Customer Service Advocate

New York Life Insurance Company; Dallas (TX); Remote; USD 38,000 - 42,000; Full time

Job summary

An established industry player is seeking a compassionate Intake Advocate to join their team. This fully remote role involves assisting customers with Family Medical Leave and Disability claims, ensuring a seamless experience through effective communication and problem-solving skills. You'll be part of a supportive environment that values diversity and inclusion, with a commitment to employee well-being. The position offers a competitive salary and a comprehensive benefits package, making it an excellent opportunity for those looking to make a meaningful impact in people's lives while enjoying the flexibility of remote work.

Benefits

Comprehensive Benefits Package

Leave Programs

Adoption Assistance

Student Loan Repayment Programs

Qualifications

• 1+ years of call center or customer-facing experience required.
• Knowledge of Workers' Compensation and Disability Claims is a plus.

Responsibilities

• Field incoming calls to set up Family Medical Leave and Disability claims.
• Enter claim data accurately and establish high-quality customer relationships.

Skills

Customer Focus

Effective Communication

Conflict Management

Situational Adaptability

Nimble Learning

Process Optimization

Education

High School Diploma or GED

College Degree

Tools

Microsoft Office Suite

Job description

Job Requisition ID:91837

Location Designation:Fully Remote

Group Benefit Solutions deliverscomprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life's legacy of beingthere when we're needed most. Here, you'll design, implement, and support these solutions directly impacting employees' lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

The initial 8 weeks of training involves a fully onsite work schedule.After training, the role will transition to full time work from home.

*Candidates must live within 50 miles radius of our Dallas location to be considered*

Role Overview:


Field incoming calls from customers to initiate the accurate setup of Family Medical Leave, Paid Family Leave, Workplace Accommodation, Short-Term Disability and Long-Term Disability claims. Creative problem solving, critical thinking and empathy skills are essential. Professional interaction, active and passive listening skills and the ability to utilize computer-based resources effectively and efficiently to accurately initiate new claims/leaves is crucial for success in the role.Also, the intuitive ability to be compassionate and empathetic when appropriate when handling complex customer interactions.

• Customer Focus- Consistently goes above and beyond to understand customer requirements and surpass their expectations.
• Communicates Effectively- Proactively shares a great deal of information; considers what others want to know, not just what they need to know.
• Manages Conflict- Shows a positive approach in times of conflict and helps to dispel tension when there are differences of opinion.
• Situational Adaptability- Swiftly determines when flexibility is required and skillfully shifts own approach.
• Nimble Learning- Consistently asks meaningful questions of others to learn from their experience and knowledge.
• Optimizes Work Processes- Consistently adheres to defined and communicated standards, methods, and procedures.

Intake Advocates are measured on:

• Direct feedback from customer via post call surveys, which include:
• The ability of the Advocate to resolve the initial call with a first call resolution
• Their satisfaction with the overall experience while they spoke with the Advocate
• The level of knowledge displayed by the Advocate to resolve the customer matter
• The polite and courteousness of the Advocate

What You'll Do:

• Answer 35-45 incoming calls while processing a leave or disability claim for the employee.
• Entering essential claim data into the appropriate leave system forms to provide a record related to cases and customer interactions
• Establish high quality customer relationships - using information resources, active listening, and technical knowledge to respond to customer.
• Ability to multitask, gather and input necessary information simultaneously.
• Utilizing a comprehensive approach to ensure information provided results in a successful submission of claims
• Focus on specific team metrics, i.e., quality monitoring, security verification, adherence to schedule, production, attendance, and quality processing
• Responding to urgent and non-urgent inquiries within company SLA's

What you'll bring:

• High School Diploma or GED required; College degree a plus!
• 1+ years call center and/or customer facing experience required; knowledge of Workers' Compensation, Disability Claims, or Family Medical Leave processing a plus!
• Bilingual is a plus.
• Knowledge of PC operations and Microsoft systems, as well as a technical aptitude to learn new systems and applications
• Demonstrated success in using critical thinking to provide unique solutions to issues and recognize opportunities for improvement
• Ability to correspond in a clear, concise, and timely manner using appropriate verbal/written channels of communication

It is recommended that all qualified candidates apply to this posting as soon as possible. Residents of Colorado are hereby notified that the deadline to apply is two weeks from the Posting Date listed above.

Pay Transparency

Salary range:$38,000-$42,000

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.

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location.In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Job Requisition ID:91837

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