Representative - Institutional Annuities #81030


Date: May 22, 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


Position Summary

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



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Nearest Major Market: New York City
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