Location Designation: Hybrid

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

GBS

The Customer Service Representative Sr. Assoc. role provides support person to the Service Representative, Account Managers, Account Management, and National Account Teams. They are responsible for complex administrative tasks on new business cases in all segments (Middle Market, National and Select books of business).

• Responsible for creating new client records in 1View
• Responsible to load new policy numbers into SalesForce
  • Middle Market and National only
• Responsible to load new clients to VISTA
  • Middle Market and National – full support
  • Select is review NBS submissions only and add assignment email
• Responsible for creating new client folder on assigned server
• Responsible for tracking new client data for metric reporting
• Responsible for gathering and posting documents for onboarding and inforce clients
• Responsible for creating Administration Directory for clients
  • Gather data
  • Enter into in-house WORD document
• Produce documentation to finalize client cancellation process
• Support the retrieval and retention process for hard copy client files
• Provide administrative support on various client service-related tasks and clean-up projects.

Qualifications:

• Demonstrate the ability to work with appropriate resources to resolve service issues.
• Possess knowledge of products and services and an understanding of clients in the book of business.
• Develop and maintain effective business partnerships to ensure tasks/requests are actively managed; communicate clearly, accurately, and effectively with all business partners
• Participate in regularly scheduled feedback and information exchange sessions with key business partners
• Training and mentoring of less experienced team members
• Identify process improvements and participate in cross functional projects

• Ability to multi-task and set priorities to achieve goals
• Proficient in tools and systems required for the role (Microsoft Suite a must have)
• Ability to accept tasks and see them through to completion
• High School Diploma or equivalent

Salary range: $37,500-$57,500

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

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. 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 LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Requisition ID: 88312