Intake Customer Service Advocate

New York Life Insurance • Dallas, TX

54d • $36,000 - $42,000 • Hybrid

About The Position

Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. The initial 8 weeks of training involves a fully onsite work schedule. After training, the role will transition to hybrid working onsite Tuesday- Thursday and work from home Monday and Fridays. Candidates must live within 50 miles radius of our Dallas location to be considered Role Overview: The Intake Customer Service Advocate will field incoming calls from customers to initiate the accurate setup of Family Medical Leave, Paid Family Leave, Workplace Accommodation, Short-Term Disability and Long-Term Disability claims. Creative problem solving, critical thinking and empathy skills are essential in this role. Professional interaction, active and passive listening skills and the ability to utilize computer-based resources effectively and efficiently to accurately initiate new claims/leaves is crucial for success in the role. The intuitive ability to be compassionate and empathetic when appropriate when handling complex customer interactions. Intake Advocates are measured on: - Direct feedback from customer via post call surveys, which include: - The ability of the Advocate to resolve the initial call with a first call resolution - Their satisfaction with the overall experience while they spoke with the Advocate - The level of knowledge displayed by the Advocate to resolve the customer matter - The polite and courteousness of the Advocate

Requirements

• High School Diploma or GED required; College degree a plus!
• 1+ years call center and/or customer facing experience required; knowledge of Workers’ Compensation, Disability Claims, or Family Medical Leave processing a plus!
• Bilingual is a plus.
• Knowledge of PC operations and Microsoft systems, as well as a technical aptitude to learn new systems and applications
• Demonstrated success in using critical thinking to provide unique solutions to issues and recognize opportunities for improvement
• Ability to correspond in a clear, concise, and timely manner using appropriate verbal/written channels of communication

Responsibilities

• Answer 35-45 incoming calls while processing a leave or disability claim for the employee.
• Entering essential claim data into the appropriate leave system forms to provide a record related to cases and customer interactions
• Establish high quality customer relationships - using information resources, active listening, and technical knowledge to respond to customer.
• Ability to multitask, gather and input necessary information simultaneously.
• Utilizing a comprehensive approach to ensure information provided results in a successful submission of claims
• Focus on specific team metrics, i.e., quality monitoring, security verification, adherence to schedule, production, attendance, and quality processing
• Responding to urgent and non-urgent inquiries within company SLA’s

Benefits

• We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
• Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees