Life Solutions Customer Service Representative

New York Life Insurance•Dallas, TX

8d•Hybrid

About The Position

New York Life is seeking Customer Service Professionals who are passionate about helping others and enjoy solving problems. In this role, you will serve as a primary point of contact for customers, providing support on life insurance products and policy transactions while delivering a best-in-class customer experience. This is an excellent opportunity to build a career with a Fortune 100 company known for its culture, training, stability, and long-term career opportunities. Comprehensive paid training is provided—no prior insurance experience required.

Requirements

High School diploma or GED required
Customer service or problem-solving experience preferred
Strong verbal and written communication skills
Ability to interpret customer needs, identify solutions, and take ownership of issues
Ethical, accountable, and sound decision-making skills
Proficient computer skills with the ability to multitask
FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting required

Nice To Haves

associate or bachelor’s degree preferred
Spanish speaking preferred but not required

Responsibilities

Serve as the first point of contact for customers, handling both routine and complex inquiries
Resolve customer issues efficiently while reducing customer effort and driving positive outcomes
Assist customers with policy-related transactions such as payments, withdrawals, and general policy inquiries
Communicate clearly and professionally with customers via phone and written channels
Deliver high-quality service that reflects New York Life’s brand and commitment to excellence
Work independently and collaboratively in a fast-paced, customer-focused environment
Attend up to two on-site workdays per quarter following completion of training