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New Business Processing Representative

  • Cleveland, OH
  • August 23, 2021




When you join New York Life, you re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.







Are you a personable, customer-service oriented individual Are you interested in helping people protect their future Are you interested in a career with an industry leader If so, New York Life Insurance Company may be the company for you.



New York Life s Service Organization is hiring Customer Service Representatives for its Service Center. We employ highly trained customer service professionals responsible for supporting the insurance agent management team by handling new business sales processing and administrative support functions. Our goal is to deliver best-in-class service to our agents and clients in a cost-effective manner.



New York Life's Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer focused accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.





Primary Responsibilities:
* Conducts a thorough review of Fixed, Variable and Immediate Annuity applications for accuracy and completeness.
* Completes the data entry of Fixed, Variable and Immediate Annuity applications into administrative systems
* Provides assistance to NYL agents and their office staff with resolving outstanding requirements
* Provides excellent day to day customer service to our clients, agents and our internal partners
* Qualifications: Associates degree preferred, or equivalent work experience
* Strong computer skills and ability to multi-task
* FINRA Series 6 preferred (optional)
* No required Training and Development: Customer service representatives undergo a comprehensive paid on site training program to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is 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 8am to 6pm during the week.





Qualifications:
* Associates or Bachelor's degree preferred, or equivalent work experience
* High school diploma, or GED from an accredited school required.
* Strong computer skills and ability to multi-task
* FINRA Series 6 preferred (Optional Not Required)



Training and Development:

Customer service representatives undergo a comprehensive paid on site training program to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is 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 8am to 6pm during the week.



SF:LI-KV1





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, supported by our Foundation. We invite you to bring your talents to New York Life, so we can continue to help families and businesses Be Good At Life. To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Requisition ID: 83655







All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. We are also an equal opportunity employer of individuals with disabilities and protected veterans.
+ Job Summary
Company Information New York Life Insurance Company

New York Life, America's largest mutual life insurance company.* We provide insurance, investment and retirement solutions along with expert guidance to help you achieve lifelong financial well being. For all of life's milestones, we're here for you, your family, and your business. As a mutual company owned by our clients, we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’ll always aim to provide up-to-date information about the operations and actions of our business—which, when you’re a participating policy owner, really is your business

Job Id #: 749535100A3

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