Client Service Representative


Date: Nov 22, 2022

Location: Jersey City, NJ, 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.





The Institutional Annuities (IA) Client Services & Operations Team is looking for a representative to join our Disbursement Control Team. The candidate will support the administration of several IA businesses with a focus on activities related to participant pension payments and records retention.


 Primary Responsibilities:


  • Utilize reports to analyze, approve, and release daily disbursements of participant level pension payments
  • Review and report variances on month end write-off reports
  • Research and take appropriate action on un-cashed and returned checks
  • Update participant records upon notification of death, determine next steps and, if applicable, handle overpayment recovery
  • Review, scan, and index client and contract related documents
  • Deposit contributions and reimbursements
  • Handle inbound calls and periodically make outbound calls to clients and financial institutions


Desired Skills & Experience:


  • Bachelor's degree preferred
  • Strong analytical and problem-solving skills
  • Strong computer skills, including Word and Excel, with the ability to navigate multiple applications
  • Strong organizational skills
  • Excellent oral and written communication skills
  • Customer service experience
  • Ability to work independently while remaining flexible to meet team goals
  • Ability to follow established procedures and stay current with internal control procedures


The salary range for this position is between $35,000 - $50,000 and has overtime eligibility. This position is eligible for a discretionary bonus and benefits.


This is a hybrid role located in Jersey City, NJ. Tuesday, Wednesday, and Thursday are required on-site days each week.




Salary range: $35,000-$50,000 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.


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: 87668



Nearest Major Market: New York City
Nearest Secondary Market: Newark

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