Customer Service Professional, 84917


Date: Jan 14, 2022

Location: Waltham, MA, 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.



Job Title: Customer Service Representative


Primary Responsibilities:


  • Provide support to agency management including presentations and bulletins, answer and make phone calls, set and prepare for appointments, print production reports from Company systems.
  • Participates in event planning for training sessions, webinars, kick-off events and other meetings.
  • Daily correspondence including email, bulletins, opening mail, etc.
  • Tracking and logging contests


  • Associates, or Bachelor’s degree preferred, or equivalent years of related experience
  • Advanced skills in Microsoft Excel, PowerPoint and Access
  • The ideal candidate should have experience managing expense reports, complex calendars, reports, and email communications
  • Strong computer skills and ability to multitask
  • Strong written and verbal communication skills required

Training & Development:

Customer Service Representatives undergo on- the job training 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 8:30 – 5:00.



Competitive full-time base salary, overtime eligibility plus target bonus



Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts


Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims



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: 84917



Nearest Major Market: Waltham
Nearest Secondary Market: Boston

Job Segment: Underwriter, Social Media, Claims, QC, Customer Service, Insurance, Marketing, Quality