Senior Service Specialist, Medical Underwriting

New York Life•White Plains, NY

2d•$51,500 - $70,000•Hybrid

About The Position

The Senior Service Specialist supports the Medical Underwriting department by delivering timely, accurate service to Applicants, Third-Party Administrators (TPAs), and Underwriters. This role serves as a key resource for internal and external customers, helps ensure efficient application processing, contributes to workflow improvements, and provides guidance to less experienced team members. The ideal candidate has a strong understanding of underwriting processes, customer service best practices, and the systems that support them.

Requirements

Customer service experience with a demonstrated ability to build relationships and deliver high-quality service.
Excellent written and verbal communication skills.
Strong organizational, time management, and multitasking skills with exceptional attention to detail.
Proficiency with Microsoft Office, including advanced Excel skills for reporting and analysis.
Experience working with confidential information in a deadline-driven environment.
Ability to work independently while collaborating effectively across teams.

Nice To Haves

Knowledge of medical underwriting processes and related insurance operations preferred.
Knowledge of Group Membership and related underwriting systems preferred.

Responsibilities

Provide exceptional service to Applicants, TPAs, and Underwriters by responding to inquiries and proactively managing outstanding requirements to keep applications moving efficiently.
Support the underwriting process by monitoring case progress, preparing reports, and communicating timely status updates to customers.
Build strong relationships with internal and external partners while delivering accurate, professional, and timely service.
Participate in workflow improvements, system testing, and process enhancement initiatives to improve efficiency and customer experience.
Manage multiple priorities in a fast-paced environment while maintaining accuracy and attention to detail.
Assist with team support activities, including data entry, indexing, and other operational tasks as needed.
Train, coach, and mentor new team members and contribute to departmental projects.