Annuity New Business Call Center Representative (Cleveland, OH & Dallas, TX)

Job Requisition ID: 94688

Location Designation: Hybrid - 1 day per quarter 

Annuity New Business Call Center Representative

Location: Cleveland, OH and or Dallas, TX

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 a Customer Service Call Center Representatives for its Service Center. We employ highly trained customer service professionals responsible for supporting the insurance agent management team by handling new business calls for 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.

The Level 2 Customer Service Representative position is expected to provide outstanding customer service and support to the Field, their team and Manager, addressing Product and Funds Onboarding-related inquiries that are received through our call queue or written request. 

Primary Responsibilities :

• Handle high volume of external inbound agent inquiries
• Provide assistance and status updates to callers on pending items and application requirements both expediently and accurately.
• Ability to handle most customer interactions independently.
• Ability to explain basic information in functional area.
• Assist team members daily to complete work in order to meet departmental and regulatory standards.
• Process requirement items when idle or upon request

Qualifications :

• H.S. Diploma & Associates, or Bachelor’s degree preferred, or equivalent years of related experience
• Minimum 2 – 5 years of customer service and/or call center experience required
• Accountable, ethical, good decision-making ability
• Strong written and verbal communication skills required
• Good computer skills and ability to multitask
• Excellent time management skillset
• Attention to Details

Training & Development:

Customer Service Representatives undergo a comprehensive paid on-site training program to learn about the insurance industry, phone soft skills, 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 9:30 – 6pm 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

Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

Job Level: LEVELCS2

Pay Transparency

Salary Range: $37,000-$52,500 

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 licensed and/or 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 Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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 the Careers page of .

Job Requisition ID: 94688

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