Client Service Representative - Institutional Annuities

New York Life • Jersey City, NJ

154d • $45,000 - $52,000

About The Position

This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, answering questions from payees and Structured Settlement brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction, keeping you engaged and the role interesting.

Requirements

• A minimum of a bachelor's degree and/or equivalent and related work experience.
• Strong problem solving and organizational skills.
• Passionate to help others.
• Excellent oral and written communication skills.
• Ability to work and thrive in a team environment.
• Strong attention to detail.
• Accountable, ethical, good decision-making ability.

Nice To Haves

• 1-2 years of related experience.
• Knowledge of annuities, Structured Settlement knowledge a plus.
• Client service experience.

Responsibilities

• Serve as the front line for the Structured Settlement Annuities Department, answering questions from payees and brokers.
• Process service requests, financial transactions, and death claims.
• Work closely with the Sales Desk to onboard new business and distribute contracts.

Benefits

• Comprehensive benefits package including leave programs, adoption assistance, and student loan repayment programs.
• Annual discretionary bonus eligibility.
• Incentive program participation eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree