Client Service Representative jobs in United States
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New York Life Insurance Company · 1 hour ago

Client Service Representative

New York Life Insurance Company is dedicated to providing comprehensive insurance and absence management solutions. The Client Service Representative is responsible for managing and resolving inquiries from clients and brokers, ensuring excellent customer service and timely responses to various inquiries.

FinanceFinancial ServicesInsurance
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H1B Sponsor Likelynote

Responsibilities

Respond to emails from clients and brokers in the Select and Middle Market segments, gather key information, assess inquiry type and complexity, and determine whether to resolve or route
Communicate clearly and professionally, set expectations on timing, and conduct timely follow ups to keep clients and brokers informed
Handle a range of inquiries including forms, EOI and claims status, contact updates, and policy interpretation, ensuring timely and accurate responses
Manage and monitor requests within internal systems, refer changes to support teams as appropriate, and maintain oversight to ensure accuracy and timeliness
Partner with internal teams to ensure client needs are met and potential issues are identified and resolved proactively
Engage the appropriate Group Benefit Solutions resources to address service issues and support client needs
Build and maintain strong partnerships across the organization to ensure service issues are managed efficiently and effectively
Maintain extensive knowledge of products, services, and processes related to client and broker servicing
Participate in scheduled feedback, training and knowledge sharing sessions with key business partners

Qualification

Customer serviceGroup products knowledgeMicrosoft Office SuiteAnalytical abilitiesInterpersonal skillsTime managementWritten communicationVerbal communication

Required

Bachelor's Degree or equivalent experience with a minimum of 2 years in customer service
Strong understanding of group products and services, with demonstrated expertise in STD and LTD
Ability to quickly understand client needs and expectations
Proven success in a fast paced customer service environment
Strong organizational, time management and interpersonal skills
High attention to detail with strong analytical abilities
Demonstrated ability to resolve issues independently
Minimum two years' experience with software and system based applications, including the Microsoft Office Suite
Strong written and verbal communication skills with the ability to interact with all levels of the organization
Ability to manage multiple priorities, high volume requests, and work independently while setting and negotiating expectations to ensure timely solutions

Benefits

Leave programs
Adoption assistance
Student loan repayment programs

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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Craig DeSanto
CEO
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Don Vu
Senior Vice President, Chief Data & Analytics Officer
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Company data provided by crunchbase