Job Description

Title: Contact Center Representative, Retail Annuities

Location: Ohio

Location Designation: Remote

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

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 Service Analyst for its New York Service Center. The 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.

Service Analyst establishes high quality customer relationships using informational resources and technical knowledge.

Primary Responsibilities:

  • Effective decision making based on comprehensive case analysis.
  • Assist team members daily to complete work in order to meet departmental and regulatory standards.
  • Ability to explain basic information in functional area.
  • Ability to handle most customer interactions independently.
  • Transact routine financial and non-financial activity on client accounts with both expediency and accuracy.
  • Handle high volume of external inbound customer and sales agent inquiries.
  • Demonstrate valuable interpersonal skills

Qualifications:

  • Associates, or Bachelor’s degree preferred, or equivalent years of related experience
  • Accountable, ethical, good decision-making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask
  • Series 6 license preferred

Training & Development:

Service Analyst 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 8:30am 6:15pm 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 Account

Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims. In addition, this position provides skills and product knowledge that can lead to other opportunities within the company such as Sales, Marketing, etc.

Salary range: $32,500-$47,500

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

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