Location Designation: ((cust_rolelocationdesignation))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.Insurance Service ProfessionalHybrid work schedule: work in office 4 days, work from home 1 dayJoin 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:Assist with the workflow of new insurance policies as they go through the stages of application, underwriting, policy issue, delivery, and paymentCoordinate underwriting requirements for new insurance applications by interacting with agents, clients, outside medical vendors, and underwritersAssist in the training and development of agents in the areas of underwriting and new business (presentations, face to face, virtually)Facilitate the onboarding of new agents by processing their contracts and licensesAnswer incoming calls and greet guestsSupport management in a variety of duties such as preparing for meetings, event planning, creating reports, pulling documentation for compliance reviews, etc.What You’ll Bring:Required SkillsIdeal candidate should have experience in a customer service and/or administrative roleExcellent written and verbal communication skillsStrong computer skills with proficiency in the Microsoft Office SuiteProven ability to multi-task effectivelyPreferred SkillsAssociates, or bachelor’s degree preferred, but not requiredTraining & DevelopmentCustomer 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 InformationThis 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.SalaryCompetitive full-time base salary, overtime eligibility plus target bonusBenefitsPaid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment ProgramCareer OpportunitiesNew York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.#LI-JR1#LI-HYBRIDPay TransparencySalary Range: ((cust_salaryRangePosting))Overtime eligible: ((customString6))Discretionary bonus eligible: ((cust_merit))Sales bonus eligible: ((stockPackage))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.Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.Our BenefitsWe 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. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click here ( HR Talent Acquisition Employee Benefits PDF NYL FINAL.pdf) to discover more about our comprehensive benefit options or visit ourNYL Benefits Site ( .Our Diversity PromiseWe believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.Click here ( to learn more about how we have been recognized for our leadership.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 the Foundation ( . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit theCareers ( page of .Job Requisition ID: ((id))