New Business Service Advisor (Hybrid)

New York Life Insurance Co.; Melville (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. in Melville, NY is seeking a New Business Service Representative to support agents and clients by managing insurance policy applications through the new business process. The role operates on a hybrid schedule: four days in the office, one day from home.

You will provide day-to-day customer service, coordinate underwriting requirements, and assist with workflows for life products, policy changes, and billing. Strong communication and MS Office skills are essential.

Formación

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

Responsabilidades

• Provide excellent day-to-day customer service to agents, clients, and Field Management.
• 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 related accounting entries.
• Answer incoming calls, greet customers and potential agent candidates as needed.
• Assist with in-person responsibilities to support Agents and Agency Managers within the General Office.

Conocimientos

Customer service

Office software

Multitasking

Communication

Educación

Associates or Bachelor's degree preferred

Herramientas

Microsoft Office Suite

Descripción del empleo

New York Life Insurance Co. in Melville, NY is seeking a New Business Service Representative to support agents and clients by managing insurance policy applications through the new business process. The role operates on a hybrid schedule: four days in the office, one day from home.

You will provide day-to-day customer service, coordinate underwriting requirements, and assist with workflows for life products, policy changes, and billing. Strong communication and MS Office skills are essential.