Intake Customer Service Advocate

New York Life Insurance Co; United States; Hybrid; USD 42,000 - 45,000; Full time

Job summary

New York Life Insurance Co. is seeking an Intake Customer Service Advocate to field calls and initiate claims for Family Medical Leave, Paid Family Leave, and disability benefits. The role starts with onsite training and progresses to a hybrid schedule with flexible shifts between 7am and 7pm CST.

You will enter data, build client relationships, and use resources to ensure accurate submissions. Strong listening, problem-solving, and written/verbal communication are essential to delivering

Qualifications

• High School Diploma or GED required; college degree a plus.
• 1+ years of call center or customer-facing experience.
• Bilingual abilities are a plus; strong communication advised.

Responsibilities

• Answer 35-45 incoming calls and process a leave or disability claim.
• Enter essential claim data into the appropriate leave system forms.
• Establish high quality customer relationships using information resources and active listening.
• Ability to multitask and input information while assisting customers.
• Ensure information provided leads to successful submission of claims.
• Focus on team metrics like quality monitoring and adherence to schedule.
• Respond to inquiries within company SLAs.

Skills

Call center experience

Bilingual

PC proficiency

Critical thinking

Communication skills

Education

High School Diploma or GED

College degree a plus

Tools

MS Office

Job description

Location Designation: Hybrid - 3 days per week

Group Benefit Solutions delivers comprehensive 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 being there 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.

Work Schedule:

The first 10 weeks of training will take place onsite at 5005 Lyndon B Johnson Freeway Farmers Branch, TX 75244, Monday through Friday. After training, employees will be evaluated. Once they demonstrate proficiency, the role will transition to a hybrid schedule: Remote: Mondays and Fridays, and Onsite: Tuesday, Wednesday & Thursday. Additionally, candidates must have flexibility to work a shift time between 7am-7pm CST daily.

Role Overview:

The Intake Customer Service Advocate will 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.

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: $42,000-$45,000

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 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.

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.

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 the Foundation. 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: 95317