Customer Service Representative for Policy Administration

New York Life Insurance Company (New York Life or the company) is the largest mutual life insurance company in the United States. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterey New York Life in Mexico.

New York Life’s Service Organization is hiring Customer Service Representatives. The 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. Customer Service Representatives establish high quality customer relationships using informational resources and technical knowledge.

Working under the direction of the Policy Administration Manager, the Representative will work to achieve the goals of processing the following service transactions; change mailing addresses, update beneficiary designations, update collateral assignment information on company records to reflect the name of individual that the policy value is assigned to in order to secure a loan or other consideration, process dividend option changes, send paperwork to owners which is required to be completed by the owner to effect a policy change(for example, beneficiary and address changes), update ownership change requests, update taxpayer identification information on company records, process basic title change requests such as owners designee, and correcting errors or providing manual updates for transactions that do not update automatically. The Representative is expected to work with supervision from the manager and assistance from the more senior team members (CS2, CS3, CS4). They will work with other members of the Policy Administration Team to provide timely, efficient, and accurate service to policyholders, agents, and employees of related service teams. The Representative is able to handle service requests within the listed processes above. They will be expected to follow procedures as outlined in the departmental Business Process Documentation Database.

**Qualifications:** * 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 * Automated Workflow System (AWF), RHUMBA CLIENT and Document management System (DMS) preferred for internal candidates * Basic policy administration transactions preferred for internal candidates **Training & Development:** Customer Service Representatives undergo a comprehensive paid on-site training program 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.