Customer Inquiry and Administrative Specialist
Location Designation: Hybrid - 3 days per week
Role Overview:
As a Customer Inquiry and Administrative Specialist, you will manage inbound calls through a computerized phone system; gather information to support the timely resolution of customer inquiries; and screen and route calls to the appropriate departments. You will accurately verify and enter claim information and document call details in claim notes. In addition, you will prepare a daily report of new claims and validate each claim in accordance with Risk Management requirements. This includes tracking claim volume, confirming accurate assignment, and escalating missing or misrouted claims for correction.
What You’ll Do:
- Answer inbound customer calls, assess needs, and route inquiries to the appropriate department.
- Research and confirm policy details for active and canceled policies to support accurate customer responses.
- Verify claim details for accuracy and enter information into the claims system.
- Prepare, reconcile, and validate daily new-claim reports to meet Risk Management requirements.
- Identify claim exceptions or routing errors and escalate issues for timely resolution and correction.
What You’ll Bring:
- High school diploma or equivalent
- Strong verbal and written communication
- Strong interpersonal skills and customer service skills
- Proficiency with Microsoft Office applications (Word, Excel, Outlook)
- Detail-oriented with strong accuracy and follow-through
*Candidates must live under 50 miles radius of our new office located at: The Vision (116 15th Street, Pittsburgh, PA 15222 to be considered*
Pay Transparency
Salary Range: $38,000-$48,000
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.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.
Job Requisition ID: 93698
Nearest Major Market: Pittsburgh
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Claims, Risk Management, Social Media, Administrative Assistant, Outside Sales, Insurance, Finance, Marketing, Administrative, Sales