New Business Service Representative 94855

New York Life Insurance Co; San Ramon (CA); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Family Friendly Benefits

Tuition Reimbursement

Summer Flex Time

Job summary

New York Life Insurance Co in San Ramon, CA is seeking a New Business Service Representative to support agents and clients through the new business process. You will manage applications, answer questions, and coordinate with underwriters to keep workflows moving smoothly.

This full-time, hybrid role requires strong customer service and administrative skills, proficiency with Microsoft Office, and the ability to multitask while communicating clearly both in writing and verbally.

Qualifications

• 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.

Responsibilities

• 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.

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

New Business Service Representative 94855

San Ramon, California, United States

Hybrid

Job Description

Requisition ID

94855

Department

Job Function

Service Experience Value Stream

Location

San Ramon,California,United States

Role Location Designation

Job Requisition ID:94855

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.

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

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.

WhatYou’llBring:

Required Skills

The ideal candidate should have 2 or more yearsof 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 requires FINRA licensed and/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.

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.

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: 94855

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.