New Business Processing Representative

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.

Are you a personable, customer-service oriented individual? Are you interested in helping people protect their future? Are you interested in a career with an industry leader? If so, New York Life Insurance Company may be the company for you.

New York Life has over 120 General Offices throughout the country. The General Office is the company's first point of service for our agents and policyholders. We help our agents make a difference in the lives of countless people in your community. We employ highly trained customer service professionals responsible for supporting the insurance agent management team by handling new business sales processing and administrative support functions. Our goal is to deliver best-in-class service to our agents and clients in a cost-effective manner.

New York Life's 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.

• Review, scan, and process applications for all life products, including new applications, contract changes, and informal inquiries.
• Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters, including client medical exams, financial records, and motor vehicle reports.
• Handle initial and downstream accounting entries related to the new business process.
• Processes policy billing to agents, including appropriate required state forms, brochures, and product specific policy delivery requirements.
• Provide excellent day-to-day customer service to agents, clients, and Agency Field Management, either over the phone, at the service counter, or through electronic communication.

• Associates, or Bachelor's degree preferred, or equivalent years of related experience
• Minimum 2 - 5 years of customer service experience required
• The ideal candidate should have customer service and administrative experience (i.e., retail, banking, real-estate)
• Strong computer skills and ability to multitask