Life Insurance New Business Service Representative 92943 jobs in United States
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New York Life Insurance Company · 2 hours ago

Life Insurance New Business Service Representative 92943

New York Life Insurance Company is seeking a Life Insurance New Business Service Representative to join their Field Service Team. This role involves providing exceptional customer service to agents and clients, supporting the onboarding experience, and managing insurance policy applications throughout the new business process.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
Answer incoming calls, greeting customers and potential agent candidates may be required. Additional ad hoc responsibilities may also be assigned
Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office

Qualification

Customer service experienceMicrosoft Office SuiteMultitaskingWritten communicationVerbal communication

Required

2 or more years of customer service and administrative experience
Strong computer skills with proficiency in the Microsoft Office Suite
Demonstrated ability to multitask effectively
Strong written and verbal communication skills required
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Preferred

Associates, or Bachelor's degree preferred, or equivalent years of related experience

Benefits

Paid Vacation
Health Care
401K match
Pension Plan
Tuition Assistance
Flexible Spending Accounts
Student Loan Repayment Program

Company

New York Life Insurance Company

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For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

H1B Sponsorship

New York Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)

Funding

Current Stage
Late Stage

Leadership Team

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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Anthony Malloy
Executive Vice President & Chief Investment Officer
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Company data provided by crunchbase