Service & Operations Professional 86996 @ New York Life Insurance Co - New York, NY

Job Overview

2 months ago

Service & Operations Professional 86996

New York Life Insurance Co - New York, NY

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.

Service & Operations Professional

***Hybrid work schedule: work in office 4 days, work from home 1 day***

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
  • Answering incoming calls and greeting customers and potential agent candidates
  • 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.


  • 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 Bachelor’s 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.


Competitive full-time base salary, overtime eligibility plus target bonus


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 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

Job Requisition ID: 86996

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