Senior Customer Service Representative #80876


Date: May 15, 2019

Location: Leawood, KS, 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




The Advanced Markets Network (AMN) offers sophisticated life insurance products in the Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI) and Corporate Sponsored markets, designed to support highly compensated executives and professionals.

As a Customer Service Representative dedicated to AMN’s In-force Service function, you will have the exciting opportunity to make an impact on our business and assist our customers while working in an entrepreneurial environment that promotes career growth.


Primary Responsibilities:

  • Improve relationships with our institutional business servicers and producers
  • Perform analysis involving sophisticated life insurance products, which may include policy administration, investment reporting and resolving business-sensitive issues
  • Apply mathematical and financial acumen to complex business case scenarios for performing tax compliance calculations and reporting
  • Proactively identify risk within the organization and propose solution for mitigation
  • Process policy transaction requests, such as premium payments, fund transfers and non-financial changes
  • Create and provide customers and management with ad-hoc reporting upon request
  • Reconcile daily, high-dollar transaction activity
  • Represent In-force Service during collaborative project efforts involving Product Management, Actuarial, Sales and Technology
  • during product, process and technology development projects as needed
  • Perform calculations to verify policy values (e.g., cash values, 7-pay and guideline premium limits and payment capacity, target and excess premiums, etc.)
  • Prepare and provide customized premium bills to policy owners
  • Account reconciliation and journal entries
  • Work closely with systems development team, detailing business requirements pertaining in-force process
  • Participate and support project work




  • Strong critical thinking skills and attention to detail
  • Strong computer skills; proficient knowledge of Microsoft Word, Excel, and Access
  • Strong written, oral and presentation skills
  • Ability to “think outside the box” and implement creative solutions
  • Ability to prioritize and multi-task without supervision  
  • Firm understanding of COLI and/or BOLI products is preferred
  • Experience with COLI and/or BOLI plan designs (e.g., split dollar, deferred compensation, and 162 bonus plans)




  • Bachelor’s degree or at least 5 years equivalent related experience
  • Must either have or be willing to acquire Series 6 within 6 months of hire
  • Professional designation or working toward a designation such as FLMI; obtain Loma 1 and 2 within 12 months of hire








If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.

Nearest Major Market: Kansas City

Job Segment: Customer Service Representative, Social Media, Outside Sales, Banking, Customer Service, Marketing, Sales, Finance