The Professional Diversity Network has rebranded to TalentAlly. Click here for more information.
New York Life Insurance Company
Retail Annuities Customer Service Representative
Cleveland, OH
Nov 13, 2024
Full Job Description

Location Designation:Hybrid - 1 day per quarter

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.

Business Unit Overview

Be part of a dynamic team at Retail Annuities, pioneering innovative solutions to help people build better retirements. Develop and market diverse annuity products that empower individuals across multiple distribution channels. By contributing to industry-leading sales across Guaranteed Income, Fixed Deferred, and Variable annuities, you'll directly impact the lives of clients and fuel the company's growth. Be the driving force behind retirement security, leveraging your expertise to make a meaningful difference in people's lives.

Role Overview:

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, responsible, efficient and engaged professionals who are devotedto and guided by a commitment to service excellence. Service Analyst establishes high quality customer relationships using informational resources and technical knowledge.

What You'll Do:

* 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

What You'll Bring:

* 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:

Specialistundergo 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.

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.

Pay Transparency

Salary Range:$40,000-$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.

Please note: This role requires FINRA Associated Person pre-hire fingerprinting.

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. 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 to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We 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 theFoundation.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 the Careers page of www.NewYorkLife.com.

Job Requisition ID:91030

PDN-9d79e354-4a34-4520-b61c-1ca81743852c
Job Information
Job Category:
Customer Service
Spotlight Employer
Related jobs
Why USAA?Let's do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our emplo...
Nov 14, 2024
TAMPA, FL
Why USAA?Let's do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employee...
Nov 14, 2024
TAMPA, FL
Why USAA?Let's do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our emplo...
Nov 14, 2024
TAMPA, FL
©2024 TalentAlly.
Powered by TalentAlly.
Apply for this job
Retail Annuities Customer Service Representative
New York Life Insurance Company
Cleveland, OH
Nov 13, 2024
Your Information
First Name *
Last Name *
Email Address *
Zip Code *
Password *
Confirm Password *
Create your Profile from your Resume
By clicking the Apply button, you agree to the terms of use and privacy policy.
Continue to Apply

New York Life Insurance Company would like you to finish the application on their website.