Customer Service Representative - Retail Annuities

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Date: Feb 21, 2021

Location: Cleveland, OH, US

Company: New York Life Insurance Co

 

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our FoundationIt all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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.

 

Are you a personable, customer-service oriented individual? Are you interested in helping people protect their future? Are you interested in a career with an industry leader?  If so, New York Life Insurance Company may be the company for you.

New York Life’s Service Organization is hiring Service Analyst for its New York Service Center. The Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer- focused, accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.

Service Analyst establishes high quality customer relationships using informational resources and technical knowledge.

 

Primary Responsibilities:

  • Effective decision making based on comprehensive case analysis.
  • Assist team members daily to complete work in order to meet departmental and regulatory standards.
  • Ability to explain basic information in functional area.
  • Ability to handle most customer interactions independently.
  • Transact routine financial and non-financial activity on client accounts with both expediency and accuracy.
  • Handle high volume of external inbound customer and sales agent inquiries.
  • Demonstrate valuable interpersonal skills

 

Qualifications:

  • Associates, or Bachelor’s degree preferred, or equivalent years of related experience
  • Accountable, ethical, good decision-making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask
  • Series 6 license preferred

 

Training & Development:

Service Analyst undergo a comprehensive paid on-site training program 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 8:30am – 6:15pm 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 Account

 

Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.  In addition, this position provides skills and product knowledge that can lead to other opportunities within the company such as Sales, Marketing, etc.

 

SF:EF-LS1

 

#LI-LS1

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

 

EOE M/F/D/V

 

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Job Requisition ID: 83270 


Nearest Major Market: Cleveland

Job Segment: Customer Service Representative, Underwriter, Social Media, Claims, Customer Service, Insurance, Marketing