Customer Service Specialist


Date: Jan 19, 2023

Location: White Plains, NY, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.



This role supports Group Life & Disability Underwriters and is responsible for handling cases by following up on requirements and communicating next steps and updates to applicants.

This role requires strong communication skills, ability to multitask as well as strong attention to detail. Responsibilities include light data entry, reviewing cases for completeness and ongoing communication with applicants and the underwriting team.


An ideal candidate can assess customer needs and fulfill them in a timely manner. Possesses the ability to work in a fact paced environment out of multiple systems while utilizing dual screens. In addition, a customer service associate is expected to work well as a team member, display accountability and be involved in special team projects and testing efforts.



  • Builds and maintains effective relationships with key stakeholders including Underwriters, Associations’ Administrative/Sales Teams, Vendors and Applicants to ensure case can be properly processed.
  • Provide service to Administrators, Applicants and Underwriting team members by responding to inquiries and proactively following up on outstanding requirements to minimize application processing time.
  • Execute and process routine and complex administrative functions, which involve data entry, checking numerous items for completeness and accuracy, and following up by telephone and email for missing information.
  • Prepares and sends out routine reports to various administrative teams



  • Bachelor’s degree or 2+ years related experience
  • Proficient in Microsoft office, with basic understanding of Microsoft Excel.
  • Attention to detail and strong organizational skills.
  • Ability to prioritize and multi-task
  • Solid written and verbal communication skills
  • Team Player, motivated, proactive, positive attitude
  • Strong problem-solving skills
  • Ability to work independently and within a team
  • Experienced in successfully handling multiple tasks and high volumes of work under strict time deadlines and pressure.



Salary range: $40,000-$60,000 

Overtime eligible: Nonexempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 


Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.



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. 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: 88351




Nearest Major Market: White Plains
Nearest Secondary Market: New York City

Job Segment: Data Entry, Social Media, Underwriter, Customer Service, Administrative, Marketing, Insurance