Sr. Service & Operations Professional 89965

APPLY NOW »

Posting Date: Feb 24, 2024

Location: Bethesda, MD, US

Company: New York Life Insurance Co

Location Designation: Hybrid - 4 days per week 

 

 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

 

 

Sr. Service  & Operations Professional
***Hybrid work schedule: work in office 4 days, work from home 1 day***

 

 

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.

 

Primary Responsibilities

  • Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
  • Assist with management of day to day workflow of the General Office, deploying staff as appropriate to ensure timely processing of new business.
  • Assist with management of agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions
  • Support agency management in the on-boarding of new agents
  • Participate in event planning for training sessions, kick-off events and other meetings
  • Support agency management in supervision of agents including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports

 

Qualifications

  • Bachelor’s degree preferred
  • The ideal candidate should have 3+ years or more of customer service and administrative experience
  • Strong computer skills with proficiency in the Microsoft Office Suite
  • Demonstrated ability to multitask effectively, problem solve, and lead a team
  • Strong written and verbal communication skills 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.

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.

#LI-JR1
#LI-HYBRID

 

 

Salary range: $52,500-$62,500 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

 

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

 

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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

 

Job Requisition ID: 89965

 

 


Nearest Major Market: Washington DC

Job Segment: Social Media, Operations Manager, Claims, Inspector, QC, Marketing, Operations, Insurance, Quality

APPLY NOW »