Senior Representative, Case Analyst

Location Designation: Hybrid - 3 days per week 

Case Analyst

Team: Third Party Distribution – Life
Job Level: CS-3

About the Role:

As a Case Analyst, you’ll play a key role in delivering a seamless new business experience for our distributors, agents, and internal partners. You’ll manage life insurance cases from submission through commission payment, ensuring accuracy, compliance, and exceptional service every step of the way. If you enjoy problem-solving, collaboration, and making complex processes feel effortless, this role is for you.

What You’ll Do

• Process new life insurance business, including good order review, electronic applications, policy preparation, cancellations/declinations, and ordering Attending Physician Statements through third-party vendors
• Maintain accurate, real-time case status updates and reporting in daily case logs
• Proactively follow up on outstanding requirements (medical, financial, licensing, etc.)
• Own the quality of your work by performing self-checks to ensure accuracy the first time
• Meet established service standards and communicate early when timelines may be impacted
• Identify opportunities to improve processes and share recommendations with leadership
• Deliver an exceptional end-to-end customer experience—from case submission through commission payment
• Build strong relationships with distributor representatives through proactive communication and timely, thoughtful responses
• Provide proactive case management and coordination throughout the new business lifecycle
• Partner closely with internal teams including Sales Support, Underwriting, Agent Compensation, Inforce Policy Service, Licensing & Contracting, and Conversion
• Serve as back-up support for the Concierge (Case Manager) as needed for assigned distributors
• Ensure compliance with all regulatory and company requirements, including state regulations, AML, and privacy standards
• Apply sound judgment to resolve issues and escalate appropriately when needed
• Use available job aids, tools, and online resources to find answers efficiently
• Cross-train on all new business processing functions to gain a holistic understanding of the full lifecycle
• Develop strong knowledge of life insurance products, illustrations, and New Business “age and amount” requirements

What You Bring:

• Associate’s or Bachelor’s degree, or equivalent related experience
• 2–4 years of experience in life insurance or the financial services industry
• Customer service and administrative experience (retail life insurance experience is a plus)
• Strong attention to detail with the ability to manage multiple cases simultaneously
• Excellent communication and relationship-building skills
• A continuous-improvement mindset and a collaborative, team-first approach

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Pay Transparency

Salary Range: $46,500-$66,500 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

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

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

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Job Requisition ID: 93441