New Business Service Representative 94855

New York Life; San Ramon (CA); 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 in San Ramon offers a hybrid, full-time Service Representative role supporting agents and clients through the new business process. You will handle applications, respond to inquiries, and coordinate with underwriters to keep workflows moving.

The position requires strong customer service, solid MS Office skills, and the ability to multitask in a fast-paced office environment; prior experience and FINRA pre-hire fingerprinting may be required.

Qualifications

• 2+ years of customer service and administrative experience.
• Proficiency in Microsoft Office Suite.
• Strong multitasking and communication skills.
• Bachelor's degree or Associate degree preferred, or equivalent experience.

Responsibilities

• Provide excellent day-to-day customer service to agents, clients, and Field Management.
• Coordinate underwriting requirements with agents, clients, vendors, and underwriters.
• Manage workflow of applications for life products, annuities, and policy changes.
• Answer incoming calls and assist with service requests.
• Support Agents and Agency Managers with in-person tasks as needed.

Skills

Customer service

Administrative support

Multitasking

Written and verbal communication

Education

Associates or Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Location Designation

Hybrid - 4 days per week

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.

Salary

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

Benefits

• Paid Vacation


• Health Care


• 401K match


• Pension Plan


• Tuition Assistance


• Flexible Spending Accounts
  
• Student Loan Repayment Program

Career Opportunities

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

Pay Transparency

• Salary Range: $45,000-$50,000


• Overtime eligible: Nonexempt


• Discretionary bonus eligible: Yes


• Sales bonus eligible: No


• 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.

Additional Requirements

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

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.

About New York Life

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.