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Intake Customer Service Advocate

 Job Requisition ID: 91837 

Location Designation: Fully Remote 

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions.

 

 

Role Overview: 



Field incoming calls from customers to initiate the accurate setup of Family Medical Leave, Paid Family Leave, Workplace Accommodation, Short-Term Disability and Long-Term Disability claims. Creative problem solving, critical thinking and empathy skills are essential. Professional interaction, active and passive listening skills and the ability to utilize computer-based resources effectively and efficiently to accurately initiate new claims/leaves is crucial for success in the role.  Also, the intuitive ability to be compassionate and empathetic when appropriate when handling complex customer interactions.

 

  • Customer Focus- Consistently goes above and beyond to understand customer requirements and surpass their expectations.
  • Communicates Effectively- Proactively shares a great deal of information; considers what others want to know, not just what they need to know.  
  • Manages Conflict- Shows a positive approach in times of conflict and helps to dispel tension when there are differences of opinion.
  • Situational Adaptability- Swiftly determines when flexibility is required and skillfully shifts own approach.
  • Nimble Learning- Consistently asks meaningful questions of others to learn from their experience and knowledge.
  • Optimizes Work Processes- Consistently adheres to defined and communicated standards, methods, and procedures.



Intake Advocates are measured on:

 

  • Direct feedback from customer via post call surveys, which include:
  • The ability of the Advocate to resolve the initial call with a first call resolution
  • Their satisfaction with the overall experience while they spoke with the Advocate  
  • The level of knowledge displayed by the Advocate to resolve the customer matter
  • The polite and courteousness of the Advocate  



What You’ll Do:

 

  • Answer 35-45 incoming calls while processing a leave or disability claim for the employee.
  • Entering essential claim data into the appropriate leave system forms to provide a record related to cases and customer interactions
  • Establish high quality customer relationships - using information resources, active listening, and technical knowledge to respond to customer.
  • Ability to multitask, gather and input necessary information simultaneously.
  • Utilizing a comprehensive approach to ensure information provided results in a successful submission of claims  
  • Focus on specific team metrics, i.e., quality monitoring, security verification, adherence to schedule, production, attendance, and quality processing
  • Responding to urgent and non-urgent inquiries within company SLA’s

 

What you'll bring:

 

  • High School Diploma or GED required; College degree a plus!
  • 1+ years call center and/or customer facing experience required; knowledge of Workers’ Compensation, Disability Claims, or Family Medical Leave processing a plus!
  • Bilingual is a plus.
  • Knowledge of PC operations and Microsoft systems, as well as a technical aptitude to learn new systems and applications  
  • Demonstrated success in using critical thinking to provide unique solutions to issues and recognize opportunities for improvement
  • Ability to correspond in a clear, concise, and timely manner using appropriate verbal/written channels of communication

 

#LI-KH1
#LI-REMOTE

 

 

It is recommended that all qualified candidates apply to this posting as soon as possible.  Residents of Colorado are hereby notified that the deadline to apply is two weeks from the Posting Date listed above.

 

Pay Transparency

Salary range: $38,000-$42,000 

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.

Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program.

 

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 Diversity Promise 

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

 

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.

Job Requisition ID: 91837 

#GBS

About NY Life Insurance Company

Diversity & Humanity–two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

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.

Required Legal Notices – All Candidates Please Click Here


Job Segment: Workers Compensation, Claims, Outside Sales, Call Center, Human Resources, Customer Service, Insurance, Sales

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