Annuity New Business Call Center Representative (Cleveland, OH & Dallas, TX)

New York Life Insurance•Cleveland, OH

9d•Hybrid

About The Position

New York Life Insurance Company is seeking a Customer Service Call Center Representative for its Service Center. This role supports the insurance agent management team by handling new business calls for sales processing and administrative support functions, aiming to deliver best-in-class service to agents and clients. The ideal candidate is customer-focused, accountable, efficient, and dedicated to service excellence. The Level 2 Customer Service Representative will provide outstanding customer service and support to the Field, their team, and Manager, addressing Product and Funds Onboarding-related inquiries received through the call queue or written requests.

Requirements

Associates, or Bachelor’s degree preferred, or equivalent years of related experience
Minimum 2 – 5 years of customer service and/or call center experience required
Accountable, ethical, good decision-making ability
Strong written and verbal communication skills required
Good computer skills and ability to multitask
Excellent time management skillset
Attention to Details
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Responsibilities

Handle high volume of external inbound agent inquiries
Provide assistance and status updates to callers on pending items and application requirements both expediently and accurately.
Ability to handle most customer interactions independently.
Ability to explain basic information in functional area.
Assist team members daily to complete work in order to meet departmental and regulatory standards.
Process requirement items when idle or upon request