Senior Client Service Representative - Structured Settlement Annuities


Date: Jan 8, 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


Primary Responsibilities


·        Establish/Onboard new business in our payout system.

·        Process routine financial and non-financial activity on client accounts with both expediency and accuracy.  This includes commission payments and a wide range of service requests from contract holders, such as EFT Set-ups, address changes, beneficiary changes, death claims, and factored payment inquiries.

·        Proactively manage assigned caseload and perform good order review prior to submission to document review team.

·        Assist structured settlement brokers, agents, annuitants, payees and attorneys in the resolution of administrative issues.

·        Respond to general written and oral inquiries concerning product features, contract provisions, and administrative procedures. 

·        Effectively handle inbound and outbound phone calls and correspondence from/to brokers, firm back offices, and annuitants/payees.

·        Maintain positive relationships with brokers and payees.


Required Qualifications

·        A minimum of a bachelor’s degree and/or equivalent and related work experience

·        Strong problem solving, organizational and interpersonal skills

·        Excellent oral and written communication skills

·        The ability to work and thrive in a team environment

·        Strong attention to detail

·        Accountable, ethical, good decision making ability


Desired Qualifications

·        3 years of related experience

·        Knowledge of annuities, Structured Settlement knowledge a plus

·        Client service experience



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Nearest Major Market: New York City
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