New York Life
Location Designation
Hybrid - 4 days per week Insurance Service Professional – New Business Processing 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. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.
Role Overview
Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to update a state license, make a change to an insurance policy, or help their client with a service request, 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 through 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, greeting customers and potential agent candidates; additional ad hoc responsibilities may be assigned
What You’ll Bring Required Skills
2+ 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 years of 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 experience, skills, qualifications, and job location. Eligible for an annual discretionary bonus and may participate in 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. 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 – including leave programs, adoption assistance, and student loan repayment programs. Visit our NYL Benefits Site for more information.
Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism. We operate in the best interests of our policy owners and invite you to learn more about our career opportunities on 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 client and employee needs.
Job Requisition ID: 92510
#J-18808-Ljbffr
Hybrid - 4 days per week Insurance Service Professional – New Business Processing 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. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.
Role Overview
Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you will work closely with our agents as you support their onboarding experience, facilitating the contracting and licensing process. In addition, you will support their practice by managing insurance policy applications as they move through the new business process. CSRs use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to update a state license, make a change to an insurance policy, or help their client with a service request, 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 through 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, greeting customers and potential agent candidates; additional ad hoc responsibilities may be assigned
What You’ll Bring Required Skills
2+ 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 years of 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 experience, skills, qualifications, and job location. Eligible for an annual discretionary bonus and may participate in 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. 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 – including leave programs, adoption assistance, and student loan repayment programs. Visit our NYL Benefits Site for more information.
Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism. We operate in the best interests of our policy owners and invite you to learn more about our career opportunities on 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 client and employee needs.
Job Requisition ID: 92510
#J-18808-Ljbffr