Customer Service Professional - New Business, Contracting & Licensing Support

Customer Service Professional - New Business, Contracting & Licensing Support

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion.

We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.

Service & Operations Professional

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

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 Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process.

In addition, you will support their practice by managing insurance policy applications as they move through the new business process.

CSRs 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 update a state license, 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 :

• Assist with the workflow management of new insurance policies as they go through the stages of application, underwriting, policy issue, delivery, and payment.
• Coordinate underwriting requirements for new insurance applications by interacting with agents, clients, outside medical vendors, and underwriters.
• Assist with management of agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions.
• Assist in the training and development of agents in the areas of underwriting and new business (presentations, face to face, virtually).
• Facilitate the onboarding of new agents by processing their contracts and licenses.
• Answer incoming calls and greet guests.
• Support management in a variety of duties such as preparing for meetings, event planning, creating reports, pulling documentation for compliance reviews, etc.

What You’ll Bring :

Required Skills

• Ideal candidate should have 3+ years or more experience in a customer service and / or administrative role.
• Excellent written and verbal communication skills.
• Strong computer skills with proficiency in the Microsoft Office Suite.
• Proven ability to multi-task effectively.

Preferred Skills

Associates, or bachelor’s degree preferred, but not required.

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 are 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.

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

Pay Transparency

Salary Range : $55,000-$65,000. 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 Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community.

This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.

Job Requisition ID : 90993

About NY Life Insurance Company

Diversity & Humanity two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work.

At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth.

The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

You are our future, and we commit to investing in you accordingly.

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