Customer Service Professional - New York Life : Job Details

**Customer Service Professional 85526**

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**Location:** Roseville, CA, US

When you join New York Life, youre 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.

**Customer Service Professional**

**New Business & Contracting and Licensing Support**

**Primary Responsibilities**

* Provide excellent day-to-day customer service to agents, clients, and Field Management, either 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

* Support agency management in the on-boarding of new agents

* Participate in event planning for training sessions, kick-off events and other meetings

* Process agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions

* Support agency management in supervision of agents including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports

* Answering incoming calls, greeting customers and potential agent candidates may be required

**Qualifications**

* Ideal candidate should have 2 or more years of customer service and/or administrative experience

* Excellent written and verbal communication skills

* Strong computer skills with proficiency in the Microsoft Office Suite

* Proven ability to multi-task effectively

* Associates, or Bachelors degree preferred, but not required

**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 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 8:00 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.

**Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.**

Recognized as one of *Fortunes* Worlds Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by our . 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 , our and the page of .J

Job Requisition ID: 85526

**Job Segment:** Underwriter, Social Media, Claims, Inspector, Customer Service, Insurance, Marketing, Quality