New Business Service Representative 94836

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

Benefits offered by this job

Hybrid work schedule

Discretionary bonus eligible

Job summary

New York Life Insurance Co in Wayne, Pennsylvania is hiring a New Business Service Representative to support agents and clients through the new business process, including policy applications, changes, and service requests. This hybrid role blends in-office collaboration with remote work once trained, and focuses on delivering accurate, timely service to drive client trust.

The ideal candidate has 2+ years in customer service and administrative roles, with strong MS Office skills and solid

Qualifications

• 2+ years of customer service and administrative experience.
• Strong MS Office proficiency.
• Excellent written and verbal communication skills.

Responsibilities

• Provide excellent day-to-day service to agents, clients, and field management.
• Coordinate underwriting requirements with agents, clients, vendors, and underwriters.
• Assist with workflow of life products and policy changes.
• Answer incoming calls and greet customers as needed.
• Support in-person duties for agents and office staff.

Skills

Customer service experience

Administrative experience

MS Office proficiency

Written and verbal communication

Education

Associates or Bachelor’s degree preferred

Tools

Microsoft Office

Job description

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Wayne, Pennsylvania, United States

Service Experience Value Stream Hybrid No more matching jobs. View All Jobs

New Business Service Representative 94836

Hybrid

Job Description

Requisition ID

94836

Department

Job Function

Service Experience Value Stream

Location

Wayne,Pennsylvania,United States

Role Location Designation

Job Requisition ID:94836

New Business Service Representative

***Hybrid work schedule: work in office 4 days, work from home 1 day***

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 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 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

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.

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, underwriting and claims.

Job Level: LEVELCS2

Pay Transparency

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

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