New Business Service Representative 94836

New-York-Life; Wayne (PA); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Job summary

New York Life is seeking a Service Representative in Wayne, PA for a hybrid schedule (4 days in office, 1 day remote). You will support agents with new business processes, manage policy applications, and handle service requests across life products and changes.

The role requires 2+ years of customer service, strong Microsoft Office skills, and excellent written and verbal communication. Training is provided, with salary guidance and a discretionary bonus program.

Qualifications

• 2+ years of customer service and administrative experience.
• Strong computer skills with Microsoft Office.
• Ability to multitask and communicate clearly, in writing and verbally.

Responsibilities

• Provide excellent day-to-day customer service to agents, clients, and management.
• Coordinate underwriting requirements with agents, clients, vendors, and underwriters.
• Assist with workflow of applications for life products and related transactions.

Skills

Customer service

Administrative support

Multitasking

Written communication

Verbal communication

Education

Associates or Bachelor's preferred

Tools

Microsoft Office Suite

Job description

Job DescriptionRequisition ID94836DepartmentService Experience Value StreamJob FunctionService Experience Value StreamLocationWayne,Pennsylvania,United StatesRole Location DesignationHybrid - 4 days per weekJob Requisition ID: 94836Location Designation: Hybrid - 4 days per weekNew Business Service Representative***Hybrid work schedule: work in office 4 days, work from home 1 day***Business Unit OverviewJoin 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 the agents practice by managing insurance policy applications as they move through the new business process. Representatives use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so.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 communicationCoordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwritersAssist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business processAnswer incoming calls, greeting customers and potential agent candidates may be requiredAssist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office.What You’ll Bring:Required SkillsThe ideal candidate should have 2 or more years of customer service and administrative experienceStrong computer skills with proficiency in the Microsoft Office SuiteDemonstrated ability to multitask effectivelyStrong written and verbal communication skills requiredPreferred SkillsAssociates, or Bachelor’s degree preferred, or equivalent years of related experienceTraining & DevelopmentCustomer 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.Shift InformationThis 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.SalaryCompetitive full-time base salary, overtime eligibility plus target bonusBenefitsPaid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment ProgramCareer OpportunitiesNew York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.Job Level: LEVELCS2Pay TransparencySalary Range: $45,000-$50,000Overtime eligible: NonexemptDiscretionary bonus eligible: YesSales bonus eligible: NoActual 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 requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.Our BenefitsWe 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 InclusionAt 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 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: 94836