New Business Service Representative 94408

New York Life Insurance Co; Edison (NJ); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Benefits package

Adoption assistance

Student loan repayment

Job summary

New York Life Insurance Co is seeking a New Business Service Representative in Edison, NJ. This hybrid, full-time role supports agents and clients with applications, underwriting coordination, and policy processing.

The position offers a base salary and bonus potential, with eligibility for annual incentives. The role requires 2+ years of customer service and administrative experience, strong MS Office skills, and solid communication abilities.

Qualifications

• 2+ years of customer service and administrative experience.
• Strong 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, in person, over the phone, or via 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 accounting entries for new business.

Skills

Customer service

Administrative work

Multitasking

Written communication

Verbal communication

Education

Associates or Bachelor's degree

Tools

Microsoft Office Suite

Job description

New Business Service Representative 94408

Edison, New Jersey, United States

Hybrid

Job Description

Requisition ID

94408

Job Function

Service Experience Value Stream

Location

Edison, New Jersey, United States

Role Location Designation

Job Requisition ID:94408

Job Level: LEVELCS2

Pay Transparency

Salary Range:$45,000-$50,000

Shift Information

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week.

Competitive full-time base salary, overtime eligibility plus target bonus

Discretionary bonus eligible:Yes

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.

Training & Development

Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.

What You’ll Do:

• 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.

What You’ll Bring:

Required Skills

• The ideal candidate should have 2 or more years of customer service and administrative experience
• Strong computer skills with proficiency in the Microsoft Office Suite
• Demonstrated ability to multitask effectively
• Strong written and verbal communication skills required

Preferred Skills

• Associates, or Bachelor’s degree preferred, or equivalent years of related experience

Please note: This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

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. to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. learn more about New York Life’s leadership in this space.

Recognized as one 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.

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims

Job Requisition ID: 94408

Disclaimer 1 :

Eligibility for, and benefits under, the Pension Plan and 401(k) Savings Plan (“Plans”) are determined in accordance with the terms of the applicable plan document. Employees of certain subsidiaries, including but not limited to Group Benefit Solutions, employees of Life Insurance Company of North America and New York Life Group Insurance Company of NY, are not eligible to participate in the Pension Plan. In the event of a conflict between this information and the applicable plan document, the applicable plan document governs. The Company reserves the right to amend or terminate the Plans at any time.