New Business Processing Representative

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Date: Aug 23, 2021

Location: Cleveland, OH, US

Company: New York Life Insurance Co

 

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 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 Customer Service Representatives for its Service Center. We employ highly trained customer service professionals responsible for supporting the insurance agent management team by handling new business sales processing and administrative support functions. Our goal is to deliver best-in-class service to our agents and clients in a cost-effective manner.

 

New York Life's 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.

 

 

Primary Responsibilities: 

  • Conducts a thorough review of Fixed, Variable and Immediate Annuity applications for accuracy and completeness.
  • Completes the data entry of Fixed, Variable and Immediate Annuity applications into administrative systems
  • Provides assistance to NYL agents and their office staff with resolving outstanding requirements
  • Provides excellent day to day customer service to our clients, agents and our internal partners
  • Qualifications: Associates degree preferred, or equivalent work experience
  • Strong computer skills and ability to multi-task
  • FINRA Series 6 preferred (optional) 
  • No required Training and Development: Customer service representatives 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 8am to 6pm during the week.

 

 

Qualifications:

  • Associates or Bachelor's degree preferred, or equivalent work experience
  • High school diploma, or GED from an accredited school required.
  • Strong computer skills and ability to multi-task
  • FINRA Series 6 preferred (Optional Not Required)

 

Training and Development:

Customer service representatives 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 8am to 6pm during the week.

 

SF:LI-KV1

 

 

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 our Foundation. 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: 83655

 

 

 


Nearest Major Market: Cleveland

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