Apogem Capital · 2 days ago
Life Insurance New Business Service Representative 92777
Apogem Capital is part of New York Life, a Fortune 100 mutual company with a 180-year legacy. They are seeking a Life Insurance New Business Service Representative to support insurance agents and clients by managing policy applications and providing exceptional customer service.
Financial Services
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
Qualification
Required
The ideal candidate should have 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
Apogem Capital
Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.
H1B Sponsorship
Apogem Capital 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
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageRecent News
AltAssets Private Equity News
2025-11-26
2025-11-24
Company data provided by crunchbase