New Business Service Representative 94578

New York Life Insurance Co; Ankeny (IA); Hybrid; USD 43,000 - 48,000; Full time

Benefits offered by this job

Discretionary bonus

Full benefits

Job summary

New York Life Insurance Co in Ankeny, IA is seeking a New Business Service Representative to support agents and clients through the new business process, handling applications, changes, and service requests with accuracy and courtesy.

You’ll collaborate with underwriting and back-office teams to ensure timely processing, provide day-to-day service, and help explain policy options while maintaining compliance and data integrity. This role is hybrid and full-time with opportunities for growth.

Qualifications

• 2+ years of customer service and administrative experience
• Proficiency with Microsoft Office Suite
• Strong written and verbal communication skills

Responsibilities

• Provide excellent day-to-day customer service to agents, clients, and Field Management
• Coordinate underwriting requirements with agents, clients, vendors, and underwriters
• Assist with workflow of applications for life products, annuities, contract changes, policy billing and accounting entries
• Answer incoming calls and assist with in-person customer engagements
• Support agents and agency managers with general office duties and service requests

Skills

Customer service

Administrative experience

Microsoft Office

Multitasking

Written and verbal communication

Education

Associates or Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

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New Business Service Representative 94578

Ankeny, Iowa, United States

Hybrid

Requisition ID

94578

Job Function

Service Experience Value Stream

Location

Ankeny,Iowa,United States

Role Location Designation

Job Requisition ID:94578

Business Unit Overview

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

Role Overview:

Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support theagentspractice by managing insurance policy applications as they move through the new business process. Representatives use their solid knowledge of our systems and processes toassistagents with their questions and process service requests with ease. Whether our agents are looking toexpediteapplications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.

WhatYou’llDo:

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

Assistwith workflow of applications for life products, annuities, contract changes, policybillingand initial and downstream accounting entries related to the new business process

Answer incoming calls, greeting customers and potential agent candidates may berequired

Assistwith in-person responsibilities to provide the supportrequired ofthe Agents and Agency Managers within the General Office.

WhatYou’llBring:

Required Skills

The ideal candidate should have 2 ormore yearsof customer service and administrative experience

Strong computer skills withproficiencyin the Microsoft Office Suite

Demonstrated ability to multitask effectively

Strong written and verbal communication skillsrequired

Preferred Skills

Associates, orBachelor’sdegree preferred, or equivalent years of related experience

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 feedbackisprovided to help you gain the necessary skills to be successful.

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

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

Job Level: LEVELCS2

Pay Transparency

Salary Range:$43,000-$47,500

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.

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. Click here 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. Click here to 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.

Job Requisition ID: 94578

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Our Hybrid work environment provides flexibility and balance, allowing you to find your work life harmony.

Family Friendly Benefits

Find benefits that support your unique family situation, including fertility assistance, paid new‑parent benefits, backup childcare services, free virtual tutoring, and more.

We Invest in Your Future

Enjoy a more secure future with a company‑sponsored pension plan for eligible employees and a savings plans with a company match 1 .

Take advantage of our tuition reimbursement program to further your education and advance your career with job‑related courses and programs.

Summer Flex Time

Take time for yourself and your loved ones. Enjoy reduced working hours during the summer months.

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.