Date: Feb 7, 2019

Location: Jersey City, NJ, 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 Foundation. It 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


Client Service Representative - Institutional Annuities


The Representative is responsible for client service and administration of group annuity contracts that fund pension plan obligations from our pension risk transfer business.


 Primary Responsibilities:


  • Review and interpret contract language relative to calculating and processing retirement benefits
  • Process benefit payments to retirees in our annuity payment systems
  • Review and interpret contract language and retirement certificates relative to death benefits payable as a result of an annuitant's death
  • Review retiree's forms and other supporting documentation for completeness and accuracy
  • Locate participants that may have due and unpaid benefits
  • Handle inbound phone inquiries from retirees and/or their family member(s), financial institutions, and contract holders.
  • Process routine financial and non-financial activity on client accounts with both expediency and accuracy
  • Proactively manage assigned caseload
  • Assist with projects as needed



Desired Skills & Experience

  • Bachelor's or associates 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 with the ability to multitask
  • 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



    Additional information:


  • Position is for the hours of 9 to 5




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

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