Customer Service Specialist #83855


Date: Sep 8, 2021

Location: White Plains, NY, 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.




Under the direction of the Manager, the Service Specialist must work to achieve the goals of the Medical Underwriting department by working both independently and with other members of the team to provide thorough, efficient and accurate customer service to our Applicants, Third Party Administrators and Underwriters.  The Service Specialist will be trained to have a solid understanding of products and systems that support them and should be able to complete a variety of administrative functions within the team with limited assistance.


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.  The function requires exercising individual judgment based on knowledge of related procedures.


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.


Establish high quality customer relationships using informational resources and technical knowledge to respond to external and internal inquiries.

Proven customer service skills - ability to assess customer needs and fulfill in a timely manner.


Excellent oral and written communication skills (telephone, email, letter writing) enabling employee to relay information to internal and external customers accurately and with confidence.


Prepares routine reports for various Administrators utilizing Business Object Reporting System.


Experienced in successfully handling multiple tasks and high volumes of work under strict time deadlines and pressure.


Strong computer skills and computer usage knowledge; particularly Excel.


Ability to work in a paperless workflow environment.

Attention to detail and strong organizational skills.


Ability to prioritize and multi-task.


Medical Underwriting, Insurance, Medical records





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: 83855




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

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