Date: Oct 15, 2021

Location: New York, NY, US

Company: New York Life Insurance Co


When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.



Are you a personable, customer-service oriented individual? Are you interested in helping people protect their future? Are you interested in a career with an industry leader?  If so, New York Life Insurance Company may be the company for you.


The Retail Annuities - Third Party Distribution service operations provide service to brokers, bank representatives and beneficiaries on New York Life fixed and Variable Annuity Products. The Representative will be focused on processing routine and complex claims transactions, including conducting research and communicating with customers and third party distributors.


Primary Responsibilities:

  • Within regulatory guidelines, process routing drumming of beneficiaries on client accounts that were placed in death, ensuring that the policy and customer information are accurate and processed with expediency
  • Conduct research and call out to outside broker/dealers, bank representatives and third-party marketers in the resolution of locating beneficiaries for claims
  • 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 claim options, claim rejections and administrative procedures
  • Process routine and complex death claims for beneficiaries on client accounts
  • Provide backup support on 800 toll free as needed
  • Work on special projects and death notice reporting assigned by the leadership team as they arise



  • Bachelor’s degree preferred, or equivalent years of related experience. High School Diploma or GED required
  • FINRA Series 6 or 7 license (preferred)
  • The ideal candidate should have 2 or more years of customer service and administrative experience
  • Accountable, ethical, good decision-making ability
  • Strong written and verbal communication skills required
  • Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications at once)
  • Demonstrated ability to multitask effectively
  • Positive, customer focused attitude with a desire to exceed customer expectations



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


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 our Foundation. 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: 84635



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