New York Life Insurance
Role Overview
Insurance Service Professional – Contracting & Licensing Support. Hybrid work arrangement: in office 4 days per week, work from home 1 day per week.
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 by helping agents meet clients’ life insurance needs, supporting strategic initiatives to enhance our operating environment, and educating agents on innovative digital solutions. Your work will have a direct impact on customer trust and loyalty.
What You’ll Do
Assist with workflow of agent contract and license requirements, including resident and non-residence requirements, license renewals, and funds related to contract and license functions
Facilitate the onboarding of new agents by processing their contracts and licenses
Support management in duties such as preparing for meetings, event planning, creating reports, and pulling documentation for compliance reviews
Assist in the training and development of agents (presentations, face to face, virtually)
Answer incoming calls and greet guests
What You’ll Bring Required Skills
2 or more years of customer service and administrative experience
Excellent written and verbal communication skills
Strong computer skills with proficiency in the Microsoft Office Suite
Proven ability to multi-task effectively
Preferred Skills Associates, or bachelor’s degree preferred, but not required
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 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.
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 but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
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. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
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 full package of benefits for employees and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. To learn more about our comprehensive benefit options, visit the NYL Benefits Site.
Our Commitment to Inclusion Fostering an inclusive workplace is fundamental to who we are. We are committed to creating an environment where individuals can contribute their best and succeed together, rooted in humanity and integrity. By embracing diverse perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life supports local communities through employee giving and volunteerism, and through the Foundation. We operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is evolving to meet clients’ and employees’ needs.
Job Requisition ID: 92593
#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 by helping agents meet clients’ life insurance needs, supporting strategic initiatives to enhance our operating environment, and educating agents on innovative digital solutions. Your work will have a direct impact on customer trust and loyalty.
What You’ll Do
Assist with workflow of agent contract and license requirements, including resident and non-residence requirements, license renewals, and funds related to contract and license functions
Facilitate the onboarding of new agents by processing their contracts and licenses
Support management in duties such as preparing for meetings, event planning, creating reports, and pulling documentation for compliance reviews
Assist in the training and development of agents (presentations, face to face, virtually)
Answer incoming calls and greet guests
What You’ll Bring Required Skills
2 or more years of customer service and administrative experience
Excellent written and verbal communication skills
Strong computer skills with proficiency in the Microsoft Office Suite
Proven ability to multi-task effectively
Preferred Skills Associates, or bachelor’s degree preferred, but not required
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 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.
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 but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
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. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
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 full package of benefits for employees and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. To learn more about our comprehensive benefit options, visit the NYL Benefits Site.
Our Commitment to Inclusion Fostering an inclusive workplace is fundamental to who we are. We are committed to creating an environment where individuals can contribute their best and succeed together, rooted in humanity and integrity. By embracing diverse perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Learn more about New York Life’s leadership in this space.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life supports local communities through employee giving and volunteerism, and through the Foundation. We operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is evolving to meet clients’ and employees’ needs.
Job Requisition ID: 92593
#J-18808-Ljbffr