Customer Service and Data Entry Representative


Date: Jun 23, 2022

Location: Dallas, TX, US

Company: New York Life Insurance Co



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.


The Representative will be processing dividend option changes, recurring set up using bank information provided, payments with funds, OPP calculations, record corrections to draft dates, and answering recurring setup inquires. The Representative is expected to work with supervision from the manager and assistance from the more senior team members. They will work with other members of the Recurring Setup Team to provide timely, efficient, and accurate service to policyholders, agents, and employees of related service teams. 


Primary Responsibilities:

  • Reviewing and processing incoming service requests from our clients and agents.
  • Works with more senior team members to resolve common service related issues such as improving processing turnaround times and obtaining all the proper requirements to document and process policy change requests 
  • Review incoming service requests to determine if they are in good order for processing, understanding the reasons why request(s) may not be in good order and following up for the appropriate information, i.e, signature or paperwork requirements are needed to complete a service request and how other areas would be impacted if requirements are missing or procedures are not followed.  
  • Within regulatory guidelines, transact non-financial activity on policyholder accounts in a timely manner, meeting quality and efficiency levels as determined by department guidelines.
  • Assist team members daily to complete service requests in order to meet departmental and regulatory standards.
  • Communicates technical content related to requirements necessary to complete a change request in a clear manner to policyholders, agents, and teammates.
  • Develop working knowledge of administrative and mainframe systems needed to process service requests.
  • Answering incoming phone calls as well as assisting our Agent line team via IM chat from our internal customers as well as from clients and agents.



  • High School diploma or GED required
  • Prior customer service and/or date entry experience preferred
  • Must have strong computer skills with the ability to multitask, using multiple systems when reviewing and processing requests
  • Demonstrated problem solving and critical thinking skills - learns from previous experience or observations to be more proactive and efficient moving forward
  • Must possess strong verbal and written communication skills when dealing with internal and external clients
  • Strong attention to detail is required when reviewing incoming requests and phone calls to achieve high quality reviews and great customer experiences
  • Positive attitude and internally driven to succeed and become a top performing member of the team
  • The Recurring Setups teams does require working in the office.  Currently the team is working a hybrid schedule, Monday and Friday, work from home, Tuesday through Thursday in the office.


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


Job Requisition ID: 86330



Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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