Client Readiness/ Client Service Reviewer

New York Life • New York, NY

15h • Remote

About The Position

This position provides both professional and technical support, focusing on professional, technical, and quality oversight support. Serving as a liaison between the quality team, management, and business partners, you will analyze, research, and interpret processes in line with compliance guidelines, documentation, and other available information to ensure the completeness and accuracy of deliverables. Success in this role is measured by meeting productivity goals and adhering to quality standards. You will lead calibration sessions and on-the-job training (OJT) sessions, offering ongoing coaching in partnership with the Training Department and Business Management. Additionally, you may provide guidance and coaching to both your team and business partners. At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

Requirements

• Required Experience with Life, Disability, and Accident insurance products.
• Minimum of 4 years of relevant experience in quality review, contracts, implementation, client service, or related function
• Familiarity with data cards such as ACQ (Disability), DCF (Life), APGSie (Accident), Case Install (Voluntary Products) and an understanding of WF+
• Strong understanding of compliance, legal, and complex business processes.
• Demonstrated coaching, training, and facilitation skills
• Excellent attention to detail, organizational strength, and a productivity-focused mindset.

Nice To Haves

• Bachelor’s degree preferred.
• Experience in Quality Control is preferred

Responsibilities

• Communicate and raise awareness of GBS Quality Programs to peers and internal customers.
• Act as a technical and procedural resource for operational deliverables.
• Act as a subject matter expert (SME), bridging knowledge gaps related to processes, compliance, and legal considerations.
• Recommend and guide internal customers on the appropriate quality management methodologies, including quality review methodologies, guidelines, and business standard references.
• Research, interpret, and respond to inquiries from internal customers regarding product and case-specific issues as part of the quality review process.
• Resolve escalated issues or coordinate resolution with appropriate business partners
• Identify, document, and communicate defects or errors identified during quality reviews
• Demonstrate working knowledge of the Implementation Guide, data cards, data docs, proposals, and Internal Data Document (IDD)
• Identify trends, risks, and opportunities for continuous improvement during reviews
• Develop and/or recommend action plans or targeted coaching to address quality defects and recurring error trends
• Create and maintain process documentation, including workflows and mappings, as needed.
• Assist in the development or updating of guidelines, job aids, and SOPs
• Analyze quality, productivity, and performance metrics to identify opportunities for improvement.
• Facilitate quality calibration sessions to ensure scoring consistency and alignment.
• Support management by analyzing data, reports, and summary results.

Benefits

• a full package of benefits for employees
• unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
• annual discretionary bonus.
• eligible to participate in an incentive program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level