Life Insurance New Business Service Representative 93150
New York Life Insurance Company, Downers Grove, Illinois, United States, 60516
Overview
Location Designation: Hybrid - 4 days per week. Hybrid work schedule: work in office 4 days, work from home 1 day.
Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. You will shape seamless customer experiences, support agents with life insurance needs, assist with strategic initiatives, and educate agents on digital solutions to foster customer trust and loyalty.
Role Overview Our local General Office is looking for service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents’ practice by managing insurance policy applications as they move through the new business process. You will use your knowledge of our systems and processes to assist agents with questions and process service requests with ease. Whether expediting applications, making changes to policies, or helping clients with service requests, you will be equipped to help them do so.
What You’ll Do
Provide excellent day-to-day customer service to agents, clients, and Field Management, in person, over the phone, or via electronic communication
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
Assist with 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; potential agent candidates may be required
Assist with in-person responsibilities to support the Agents and Agency Managers within the General Office
What You’ll Bring Required Skills
2 or more years of customer service and administrative experience
Strong computer skills with proficiency in the Microsoft Office Suite
Demonstrated ability to multitask effectively
Strong written and verbal communication skills
Preferred Skills
Associates, or Bachelor’s degree preferred, or equivalent related experience
Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.
Shift Information This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week.
Salary Competitive full-time base salary, overtime eligibility plus target bonus
Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program
Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.
Pay Transparency Salary Range: $45,000-$50,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors including experience, skills, qualifications, and job location. Employees may also be eligible to participate in an annual discretionary bonus and incentive programs.
Please note:
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. We remain grounded in the values that drive lasting impact, while evolving into a more technology-, data-, and AI-enabled organization. Our diverse portfolio creates opportunities across industries and communities, inviting bold thinking and collaborative problem-solving.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits We provide a comprehensive benefits package for employees, including leave programs, adoption assistance, and student loan repayment programs. We continually refine and add benefits to support a modern workforce. Click here to discover more about our benefits options or visit our NYL Benefits Site.
Our Commitment to Inclusion We foster an inclusive workplace and are committed to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in humanity and integrity, ensuring every employee feels valued and supported. Click here to learn more about New York Life’s leadership in this space.
We are recognized as one of Fortune’s World’s Most Admired Companies and are committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. Visit the Careers page at www.NewYorkLife.com for more information about opportunities.
Visit our LinkedIn and Newsroom to learn more about our people and our evolving business needs.
Job Requisition ID: 93150
#J-18808-Ljbffr
Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. You will shape seamless customer experiences, support agents with life insurance needs, assist with strategic initiatives, and educate agents on digital solutions to foster customer trust and loyalty.
Role Overview Our local General Office is looking for service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents’ practice by managing insurance policy applications as they move through the new business process. You will use your knowledge of our systems and processes to assist agents with questions and process service requests with ease. Whether expediting applications, making changes to policies, or helping clients with service requests, you will be equipped to help them do so.
What You’ll Do
Provide excellent day-to-day customer service to agents, clients, and Field Management, in person, over the phone, or via electronic communication
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
Assist with 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; potential agent candidates may be required
Assist with in-person responsibilities to support the Agents and Agency Managers within the General Office
What You’ll Bring Required Skills
2 or more years of customer service and administrative experience
Strong computer skills with proficiency in the Microsoft Office Suite
Demonstrated ability to multitask effectively
Strong written and verbal communication skills
Preferred Skills
Associates, or Bachelor’s degree preferred, or equivalent related experience
Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.
Shift Information This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week.
Salary Competitive full-time base salary, overtime eligibility plus target bonus
Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program
Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.
Pay Transparency Salary Range: $45,000-$50,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors including experience, skills, qualifications, and job location. Employees may also be eligible to participate in an annual discretionary bonus and incentive programs.
Please note:
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. We remain grounded in the values that drive lasting impact, while evolving into a more technology-, data-, and AI-enabled organization. Our diverse portfolio creates opportunities across industries and communities, inviting bold thinking and collaborative problem-solving.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits We provide a comprehensive benefits package for employees, including leave programs, adoption assistance, and student loan repayment programs. We continually refine and add benefits to support a modern workforce. Click here to discover more about our benefits options or visit our NYL Benefits Site.
Our Commitment to Inclusion We foster an inclusive workplace and are committed to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in humanity and integrity, ensuring every employee feels valued and supported. Click here to learn more about New York Life’s leadership in this space.
We are recognized as one of Fortune’s World’s Most Admired Companies and are committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. Visit the Careers page at www.NewYorkLife.com for more information about opportunities.
Visit our LinkedIn and Newsroom to learn more about our people and our evolving business needs.
Job Requisition ID: 93150
#J-18808-Ljbffr