Case Analyst, Sr. Representative


Date: Jan 24, 2023

Location: Leawood, KS, 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.



Primary Responsibilities:


  • Perform new business processing functions as assigned, including, but not limited to, good order review of electronic applications, policy preparation, cancellations/declinations, and ordering Attending Physician Statements through an outside vendor.
  • Provide accurate and timely reporting and maintain up-to-date case status on the daily case log.
  • Follow up on outstanding requirements (medical, financial, etc.).
  • Take responsibility for accuracy of work by conducting self-checks to ensure work is done right the first-time.
  • Maintain acceptable turn-around times and keep management informed if unable to complete work within appropriate service standards.


  • Perform work efficiently by adhering to best practices and develop the habit of routinely providing recommendations for process improvements.
  • Assist with providing proactive case management and coordination throughout the new business cycle.
  • Provide an exceptional customer experience in all interactions with distribution partners.
  • Coordinate with internal teams, including the Sales Support, Underwriting, Agent Compensation, Inforce Policy Service, Licensing and Contracting, and Conversion teams.
  • Serve as back-up for the Concierge (case manager) as needed.
  • Maintain compliance with all regulatory requirements, including, but not limited to, state regulations, Anti-Money Laundering (AML), and privacy rules.
  • Develop skill in solving problems and use good judgment in knowing how and when to escalate problems to a manager for review. 
  • Be resourceful in knowing who or where to go for answers to questions and strive to use job aides and online resources when possible.
  • Train on all new business processing functions to gain a holistic view and understanding of the entire new business process.
  • Develop a thorough knowledge of life insurance new business requirements, life insurance products, and illustrations. Become thoroughly familiar with New Business “age and amount” requirements.





  • Associate degree or equivalent years of related experience
  • Minimum 3 years experience in the life insurance business or financial services industry
  • Customer service and administrative experience in retail life insurance channel a plus


This is a hybrid position requiring three days a week (Tuesday thru Thursday) in our Leawood, KS office and Monday and Friday are work at home days.



Salary range: $37,500-$57,500 

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: 87208




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