Customer Service Representative


Date: Jul 3, 2019

Location: New York, NY, 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



Alternate locations: Cleveland, OH (Ohio)

Primary Responsibilities:


  • This position will entail working financial and non financial work items, which includes but is not limited to the following:  Financial Transactions- Additional Premiums, Annuitization Quotes, Cost Basis, EFT Set Up, Free Looks, Partial Withdrawals,  PPWs, RMDs, Surrenders, W8/W9s,  Non Financial Transactions- Address Changes, Beneficiary Changes, E Sig Confirms, Name Change/Corrections, Ownership Changes, POA/Trusts, Return Mail and Telephone Authorizations.
  • Within regulatory guidelines, process routine and complex financial and non financial activity on client’s accounts with both expediency and accuracy. This includes analyzing and processing a wide range of service requests for contract holders.
  • Advise brokers, bank representatives, beneficiaries and their representatives on contract provisions and related laws, regulatory requirements, and company procedures.
  • Respond to general written and oral inquiries concerning any financial or non financial based on administrative procedures, being able to review and analyze the issue and present a solution.  
  • We are looking for someone who is a self starter.  Someone who will ask questions and will be able to perform their functions without hesitation. 
  • We are looking for someone who, after training, will be able to provide backup support to the Call Center when needed. 



  • Associates, or Bachelor’s degree preferred, or equivalent years of related experience
  • Minimum 1 year of customer service and/or call center experience required
  • Series 6 licensed preferred
  • Accountable, ethical, good decision making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask


 Training & Development:

Customer Service Representatives undergo a comprehensive paid on-site training program to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.


Shift Information:

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:30am – 5:30pm during the work week.  Overtime will be offered on a as needed basis. 



Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.




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