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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $46,500.00 - $65,000.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee assistance program
Professional Development
Flexible work arrangements
Job Description
New York Life is a leading Fortune 100 mutual life insurance company with a heritage spanning 180 years. Known for its strong commitment to purpose and integrity, New York Life has evolved into a technology-, data-, and AI-driven organization that maintains its foundation of values that create lasting impacts. The company’s diverse portfolio of life insurance and employee benefits solutions serves individuals and families by providing financial security and peace of mind. As a stable and forward-moving organization, New York Life fosters an inclusive work environment that honors tradition while embracing innovation and collaboration. Employees have access to comprehensive benefits... Show More
Job Requirements
- Bachelor's degree preferred or equivalent years of related experience
- 3+ years of relevant customer service and administrative experience
- Strong computer skills with proficiency in Microsoft Office including Outlook Word and Excel
- Strong written and verbal communication skills
- FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting required
Job Qualifications
- Bachelor's degree preferred or equivalent years of related experience
- 3+ years of relevant customer service and administrative experience
- Strong computer skills with proficiency in Microsoft Office including Outlook Word and Excel
- Proficiency in PowerPoint Teams SharePoint a plus
- Strong written and verbal communication skills including the ability to communicate technical topics in clear understandable language
Job Duties
- Serve as a key support resource for the Concierge Team assisting in managing cases and ensuring an exceptional service experience for brokers case managers and external partners
- Act as a secondary point of contact for brokers and Field Directors providing timely updates and addressing inquiries escalating complex issues as needed
- Proactively assist Concierges by coordinating follow-ups gathering outstanding requirements and ensuring all necessary documents are in place for case submission
- Support the Concierge Team in onboarding new firms introducing them to NYL's new business processes requirements and best practices
- Participate in training and professional development to expand knowledge of products underwriting requirements and case management best practices
- Assist in the management of new business submissions helping to track cases through underwriting policy issue and delivery to ensure smooth processing
- Work closely with Field Directors Underwriting Licensing & Contracting and Sales Support to streamline case processing and resolve outstanding requirements
- Identify and assist in resolving not-in-good-order (NIGO) issues ensuring applications and documentation comply with NYL and regulatory requirements
- Help maintain workflow accuracy and service standards ensuring timely and efficient handling of cases
- Assist in documenting best practices and identifying process improvement opportunities to enhance efficiency
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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