New Business Service Representative 95242

New York Life•Melville, NY

6d•$45,000 - $50,000•Hybrid

About The Position

The New Business Service Representative supports insurance agents, clients, and management at a local General Office by managing policy applications as they move through the new business process. The role uses knowledge of company systems and processes to answer agents’ questions, process service requests, and support application and policy needs. Service is provided in person, by phone, and through electronic communication. The position is hybrid, with four days per week in the office and one day working from home. On-the-job training covers the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback help representatives develop the skills needed to succeed. This is a full-time, Monday-through-Friday position, with flexibility to work any 7.5-hour shift between 8:00 AM and 5:00 PM. The role is overtime-eligible and requires pre-hire fingerprinting for FINRA-licensed and/or FINRA Associated Persons.

Requirements

At least 2 years of customer service and administrative experience.
Strong computer skills, including proficiency with Microsoft Office Suite.
Demonstrated ability to multitask effectively.
Strong written and verbal communication skills.

Nice To Haves

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, over the phone, or through electronic communication.
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters.
Assist with workflow for life-product applications, 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.