Senior Specialist


Date: Nov 18, 2022

Location: Bethlehem, PA, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



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.





This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. Under certain circumstances, will consider a remote option.


Role Summary:


This position is responsible for the timely application of deposit records that are received into the various receivable system platforms for NYL Group Benefit Solutions without being fully applied to client invoices. Research any partially applied payments and those with unacceptable variances within departmental metrics. Applicant must demonstrate proficiencies in consistently managing workload, maintaining minimum productivity levels, and executing the application in timely and accurately.




  • Application of unidentified deposits
  • Application of unapplied (fully or partial) deposits
  • Meets or exceeds all timeliness, productivity and quality standards established for the position.
  • Researches information as needed from various resources in resolution of issues or anomalies
  • Resolves partially applied payments and unacceptable variances within departmental metrics
  • Identifies potential problem areas needing further exploration and communicates such matters to their Manager
  • Utilizes effective communication, courtesy and professionalism in all interactions, both internally and externally
  • Maintains data within internal applications and or tracking tools
  • Supports training initiatives or quality initiatives, as assigned.
  • Participates in the QA, UAT and pilot testing for all system releases
  • Supports established quality assurance standards
  • Demonstrates sensitivity to culturally diverse situations, clients and customers.




  • College Degree in Business or Accounting and/or equivalent work experience
  • Basic understanding of Group Insurance products and functional processes and supporting systems
  • Strong Verbal/Written Communication skills
  • Strong organizational skills, attention to detail, and results oriented
  • Ability to work within strict time constraints
  • Ability to adapt within a fast-paced environment and to changing scope
  • Multi-task oriented
  • Ability to work independently with multiple systems
  • Excellent customer service skills
  • Basic math skills required
  • Proficient in Microsoft Office Suite(Excel, Word, Outlook, Access)


This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. Under certain circumstances, will consider a remote option.






Salary range: $42,500-$62,500 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


This position is eligible for health and wellness benefits including but not limited to paid vacation, health care insurance and flexible spending accounts, 401K match, and tuition assistance/student loan repayment program.


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

Job Requisition ID: 88198






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