Client Service Representative- Institutional Annuities

New York Life Insurance•Jersey City, NJ

1d•$45,000 - $52,000•Hybrid

About The Position

As a Client Service Representative within New York Life’s Institutional Annuities business, you’ll play a meaningful role in our Pension Risk Transfer (PRT) portfolio—helping ensure retirees receive the benefits they’ve earned. This is more than a service role; it’s an opportunity to support individuals and families during one of the most important stages of their financial lives. You’ll work with group annuity contracts that fund pension obligations, partnering with retirees, beneficiaries, financial institutions, and plan sponsors to deliver accurate, timely, and compassionate service. Your attention to detail and commitment to service excellence will directly support New York Life’s long-standing promise to provide financial security and peace of mind. We invest in your success from day one. You’ll receive comprehensive training on institutional annuity products, contract provisions, and transaction processing, along with ongoing coaching and feedback. As you build expertise, you’ll gain valuable experience in retirement benefits, financial operations, and regulatory compliance—skills that open doors to long-term career growth within New York Life. At New York Life, you’ll be part of a company with over 175 years of financial strength, integrity, and purpose. You’ll join a collaborative team that values development, accountability, and making a real difference for retirees and plan sponsors alike.

Requirements

Bachelor’s degree preferred
Strong analytical and problem-solving skills, with attention to detail
Proficiency in Microsoft Word and Excel, and comfort navigating multiple systems
Excellent organizational and time-management skills with the ability to multitask
Clear, professional written and verbal communication skills
Previous customer service experience, ideally in a regulated or service-driven environment
Ability to work independently while collaborating effectively with a team
Willingness to follow established procedures and stay current with internal controls

Responsibilities

Handle inbound calls, deferred participants, beneficiaries, financial institutions, and contract holders through inbound phone support
Interpret group annuity contracts and retirement certificates to accurately calculate and process retirement and death benefits
Process annuity payments and other transactions with precision, timeliness, and care
Review forms and supporting documentation to ensure completeness, accuracy, and compliance
Research and locate participants with due or unpaid benefits, helping ensure no one is left behind
Manage an assigned caseload proactively to meet service and quality standards
Ensure all work aligns with internal controls, regulatory requirements, and audit standards
Contribute to team initiatives, process improvements, and departmental projects