Sr Representative Business Solutions Service Team 93995

• Reconcile and apply incoming life insurance premium payments for group billing arrangements including employee additions and removals new business payments group terminations and policy restorations.
• Research and resolve payment discrepancies by partnering with agents employers and payroll administrators to obtain outstanding requirements and ensure timely issue resolution.
• Manage inquiries via phone and email from agents policy owners and employer groups while delivering accurate responsive and professional customer support.
• Process financial and non-financial transactions through workflow and administrative systems while ensuring compliance with company procedures and regulatory requirements.
• Build and maintain strong business relationships with internal and external stakeholders to proactively address service needs improve operational effectiveness and support positive customer outcomes.

• High School Diploma or GED required; Associate's or Bachelor's degree preferred.
• Experience in accounts payable accounts receivable reconciliation or other accounting-related functions with the ability to research and resolve discrepancies.
• Strong customer service and communication skills with the ability to professionally manage incoming and outgoing communications.
• Demonstrated analytical thinking attention to detail and problem-solving skills with the ability to make sound decisions in a fast-paced environment.
• Ability to manage multiple priorities meet deadlines and work effectively across various systems and applications.
• Strong organizational interpersonal and time management skills with a commitment to accuracy accountability and service excellence.

• Two or more years of customer service and/or call center experience within the financial services banking or insurance industry.
• Experience processing financial transactions and working within workflow or administrative systems.
• Familiarity with billing or remittance processes.
• Experience collaborating with internal and external stakeholders.

• Hybrid work arrangement with an in-office expectation of 1 day per month.
• Location: Cleveland Dallas.
• Training - 10 to 12 weeks. Virtual classroom with 3 days onsite during first week. 8:30am CT to 5:00pm CT
• Full-time schedule Monday through Friday with flexibility to work any 7.5-hour shift between 7:00 a.m. and 6:00 p.m. CT.

What We Do

At New York Life our 180-year legacy of integrity mutuality and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S. we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view investing in people purpose and innovation that endures. Guided by a clear enterprise vision to become a technology- data- and AI-powered company we’re modernizing our platforms rearchitecting experiences and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today technology is amplifying that mission—enabling us to serve clients advisors and communities in more personalized proactive ways. With a diversified business portfolio spanning insurance investments retirement group benefits and direct-to-consumer offerings New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture inclusive teams and a shared belief that when our people thrive so does our company. Here tradition fuels momentum—and your ideas energy and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity humanity and shared success—values that show up in how we work lead and grow. If you want a place where innovation has purpose—build what's next with us.

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