New Business Service Specialist - Hybrid (4 days)

New York Life Insurance Co.; 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

Job summary

New York Life is seeking a Service Representative in San Ramon to support agents and clients through the new business process, handling insurance policy applications and service requests. The role emphasizes customer service excellence, collaboration with underwriters, and accurate processing within a hybrid work setup.

The ideal candidate brings 2+ years in customer service/administration, strong MS Office skills, and solid communication.

Qualifications

• 2+ years of customer service and administrative experience.
• Strong computer skills with MS Office proficiency.
• Ability to multitask effectively and manage inquiries.
• 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, changes, and billing.
• Answer calls and support in-person and remote service requests.

Skills

Customer service

Administrative support

Microsoft Office

Multitasking

Written and verbal communication

Education

Associate's degree

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Job description

New York Life is seeking a Service Representative in San Ramon to support agents and clients through the new business process, handling insurance policy applications and service requests. The role emphasizes customer service excellence, collaboration with underwriters, and accurate processing within a hybrid work setup.

The ideal candidate brings 2+ years in customer service/administration, strong MS Office skills, and solid communication.