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 and development opportunities to support growth both professionally and personally.
The New Business Concierge role is a crucial position within New York Life’s Life Insurance Solutions business unit, responsible for supporting the Concierge Team to ensure smooth case management and superior service delivery. This hybrid role requires working from home three days a week, offering flexibility alongside active team collaboration. The New Business Concierge acts as a secondary point of contact for brokers and field directors, handling inquiries, coordinating follow-ups, and assisting in gathering necessary documentation to facilitate case submissions. Working closely with teams such as Underwriting, Licensing & Contracting, and Sales Support, the concierge helps to resolve not-in-good-order issues and ensure compliance with regulatory and company standards. This position is essential in maintaining operational efficiency and service excellence in the new business submission process.
Salary for this role ranges from $46,500 to $65,000 annually, with eligibility for discretionary bonuses and incentive programs, making it a rewarding opportunity for professionals with strong administrative and customer service skills. Candidates must either hold or be able to obtain a FINRA license and complete pre-hire fingerprinting as a FINRA Associated Person for compliance purposes.
This role emphasizes ongoing professional growth through participating in training on products, underwriting requirements, and case management best practices. The New Business Concierge supports onboarding new firms, mentoring them in compliance and best practices, and contributes to process improvement initiatives to enhance service standards. The ideal candidate will have strong communication skills, proficiency in Microsoft Office applications, and a commitment to teamwork and service quality. This position provides a unique career path within a respected organization where employees play a direct role in impacting families' financial futures while developing their own skills in a dynamic environment. New York Life’s culture encourages diverse perspectives and values humanity and integrity in all facets of the business, making it an employer of choice in the insurance industry.
The New Business Concierge role is a crucial position within New York Life’s Life Insurance Solutions business unit, responsible for supporting the Concierge Team to ensure smooth case management and superior service delivery. This hybrid role requires working from home three days a week, offering flexibility alongside active team collaboration. The New Business Concierge acts as a secondary point of contact for brokers and field directors, handling inquiries, coordinating follow-ups, and assisting in gathering necessary documentation to facilitate case submissions. Working closely with teams such as Underwriting, Licensing & Contracting, and Sales Support, the concierge helps to resolve not-in-good-order issues and ensure compliance with regulatory and company standards. This position is essential in maintaining operational efficiency and service excellence in the new business submission process.
Salary for this role ranges from $46,500 to $65,000 annually, with eligibility for discretionary bonuses and incentive programs, making it a rewarding opportunity for professionals with strong administrative and customer service skills. Candidates must either hold or be able to obtain a FINRA license and complete pre-hire fingerprinting as a FINRA Associated Person for compliance purposes.
This role emphasizes ongoing professional growth through participating in training on products, underwriting requirements, and case management best practices. The New Business Concierge supports onboarding new firms, mentoring them in compliance and best practices, and contributes to process improvement initiatives to enhance service standards. The ideal candidate will have strong communication skills, proficiency in Microsoft Office applications, and a commitment to teamwork and service quality. This position provides a unique career path within a respected organization where employees play a direct role in impacting families' financial futures while developing their own skills in a dynamic environment. New York Life’s culture encourages diverse perspectives and values humanity and integrity in all facets of the business, making it an employer of choice in the insurance industry.
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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