Smoke Test Req 2

Location Designation: Hybrid - 6 days per month 

Service Analyst- Retail Annuities

Are you looking for a role that focuses on internal mobility and growth opportunities? Are you customer focused, accountable, and driven? A service analyst role at New York Life could be a perfect fit for you!  Many of our service analysts go on to careers in marketing, product development, training, and management. It’s the perfect time to consider a move to New York Life Insurance Company and begin your career with an industry leader.

The Service Analyst role is remote with scheduled purposeful presence days scheduled for 1-2 days on-site quarterly. In-office days allow employees to: network with management and coworkers from your team as well as other teams, provide onsite mentoring and training, and work on career development with your manager. Candidates must live within 50 miles of the Cleveland, Ohio or Manhattan, New York office.  Special consideration given to allow for fully remote work for FINRA licensed individuals.

Benefits:

• Paid vacation that increases with tenure
• Health Care
• 401K Match
• Pension Plan
• Tuition Assistance and Student Loan repayment program
• Flexible Spending account
• Employee discount program which includes discounts at Walt Disney World, Chase, Apple, Royal Caribbean, as well as many more
• Back-up Child Care Connection program

Qualifications

• Hunger for continued learning
• Problem-solver
• Strong written and verbal communication skills required
• Good computer skills and ability to multi-task
• Associates, or Bachelor’s degree preferred, or equivalent years of related experience
• Series 6 FINRA licensing preferred

Primary Responsibilities

• Point of contact for customer inquiries and requests.
• Effective decision making based on comprehensive case analysis
• Develop and maintain working knowledge of systems needed to develop expert knowledge of all products, software applications, and processes
• Demonstrate valuable interpersonal skills
• Handling exceptions, escalations, and technical issues while complying with the New York Life philosophy, regulatory risk, and mitigating cost
• Contributing Ideas to improve the customer experience

Training & Development

• Paid training of 8-10 weeks
  • Financial and Non-financial processing
  • Training on the Insurance Industry
  • Product and policy provision
• Tethered calls with mentors and coaches for first week out of training
• Continuous coaching and feedback to identify areas of improvement
• Monthly meetings with manager with focus on career development

Shift Information

This is a full-time position Monday through Friday. We offer the flexibility of a 7.5 hour shift between 8:30 am – 6:15 pm.

Salary:

                  Competitive full-time base salary, overtime eligibility, and target bonus

Career Opportunities

New York Life’s focus on providing best in class service is the hallmark of what we do. We have countless internal mobility options in many different areas and departments. The Service Analyst role will help you develop the needed skills, experience, and connections to grow into a variety of roles including: quality control, training, underwriting, claims, sales, marketing, management, and product development.

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Pay Transparency

Salary Range:  $35,000-$50,000 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID: 91367