Life Solutions Customer Service Representative

New York Life Insurance • Dallas, TX

2d • Hybrid

About The Position

Life Solutions Customer Service Professional
Role Overview
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.
What You'll Do
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

Requirements

• High School diploma or GED required; associate or bachelor’s degree preferred
• 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
• Must be within 50 miles of Dallas, TX, Tampa, FL, or Cleveland, Ohio.

Nice To Haves

• 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

Benefits

• Comprehensive benefits package, including:
• Medical, Dental, and Vision coverage
• Paid vacation and holidays
• 401(k) with company match and pension plan
• Student loan repayment and tuition reimbursement
• Flexible spending and health savings options
• Discounted fitness memberships

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