New Business Service Representative 95242

New York Life Insurance•Melville, NY

5d•Hybrid

About The Position

The New Business Service Representative supports insurance agents, clients, and management at a local General Office. The role manages insurance policy applications as they move through the new business process and uses knowledge of company systems and processes to answer agents’ questions and process service requests. The representative may help expedite applications, make changes to insurance policies, or assist clients with other service needs. The position is part of New York Life’s Field Service Team, which supports customer experiences and agent service delivery. This is a full-time, Monday-through-Friday position with a hybrid schedule: four days in the office and one day working from home. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM and 5:00 PM on weekdays. The role is overtime-eligible and may be eligible for an annual discretionary bonus.

Requirements

At least 2 years of customer service and administrative experience.
Strong computer skills, including proficiency with the Microsoft Office Suite.
Demonstrated ability to multitask effectively.
Strong written and verbal communication skills.
Must complete pre-hire fingerprinting for the FINRA-licensed and/or FINRA Associated Person requirement.

Nice To Haves

An associate or bachelor’s degree, or equivalent years of related experience.

Responsibilities

Provide day-to-day customer service to agents, clients, and Field Management in person, by phone, or through electronic communication.
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters.
Assist with the workflow of applications for life products, annuities, contract changes, policy billing, and initial and downstream accounting entries related to the new business process.
Answer incoming calls and greet customers; greeting potential agent candidates may also be required.
Provide in-person support to agents and Agency Managers within the General Office.