Sr. Representative, Variable Annuities Call Center 93818

New York Life•Tampa, FL

3d•Hybrid

About The Position

In-Force Service is looking for a high-energy, self-motivated individual to join our Variable Annuity Call Center team! This role serves as a key point of contact for agents and policy owners, delivering high-quality service in a fast-paced, highly regulated environment. The ideal candidate is a proactive problem solver who can think critically, take initiative, and ensure timely, accurate handling of service requests in line with compliance and quality standards. This individual will also contribute to continuous improvement efforts that enhance team efficiency and the overall customer experience. Our comprehensive training program will provide you with everything you need to assist our clients while providing exceptional customer service.

Requirements

High School Diploma or GED
FINRA Series 6 or 7
Excellent verbal, written, and listening skills
Strong interpersonal skills
Proficient PC skills, including Word, Excel, and PowerPoint, navigating websites

Nice To Haves

Associates, or Bachelor’s degree
2+ years of experience in a customer service environment strongly preferred
Demonstrated success in creating positive experiences for customers
Strong technical and analytical skills, including experience running, manipulating, and interpreting reporting data

Responsibilities

Deliver personalized service to policy owners and agents through inbound calls, including handling Variable Annuity inquiries, resolving issues, and processing requests
Assess customer needs and make informed decisions using knowledge of products, systems, and regulatory guidelines
Review and process in-force transactions with speed, accuracy, and adherence to compliance standards
Compose clear and accurate correspondence for agents and clients
De-escalate complex or sensitive situations to achieve effective, mutually beneficial resolutions
Collaborate with team members to meet departmental goals and maintain service standards
Serve as a subject matter expert on projects requiring research, analysis, and problem-solving
Continuously build knowledge and skills to handle increasingly complex transactions and improve service delivery