This role involves delivering high-quality service to agents and policy owners processing transactions resolving inquiries and enhancing customer experiences.

Job Requisition ID: 93818
Location Designation: Hybrid - 3 days per quarter
Business Unit Overview
Join Service Experience the engine powering exceptional experiences for New York Life's clients agents and beneficiaries. You'll play a vital role in creating seamless customer experiences that build confidence trust and loyalty. Whether you're directly supporting clients throughout their life insurance needs or implementing innovative digital solutions your work impacts the quality of every interaction.
Role Overview
In-Force Service is looking for a high-energy self-motivated individual to join our Variable Annuity Call Center team! This role serves as a key point of contact for agents and policy owners delivering high-quality service in a fast-paced highly regulated environment. The ideal candidate is a proactive problem solver who can think critically take initiative and ensure timely accurate handling of service requests in line with compliance and quality standards. This individual will also contribute to continuous improvement efforts that enhance team efficiency and the overall customer experience. Our comprehensive training program will provide you with everything you need to assist our clients while providing exceptional customer service.
What You'll Do

• Deliver personalized service to policy owners and agents through inbound calls including handling Variable Annuity inquiries resolving issues and processing requests
• Assess customer needs and make informed decisions using knowledge of products systems and regulatory guidelines
• Review and process in-force transactions with speed accuracy and adherence to compliance standards
• Compose clear and accurate correspondence for agents and clients
• De-escalate complex or sensitive situations to achieve effective mutually beneficial resolutions

Collaborate with team members to meet departmental goals and maintain service standards
Serve as a subject matter expert on projects requiring research analysis and problem-solving
Continuously build knowledge and skills to handle increasingly complex transactions and improve service delivery
What You'll Bring
Required

• High School Diploma or GED
• FINRA Series 6 or 7
• Excellent verbal written and listening skills
• Strong interpersonal skills
• Proficient PC skills including Word Excel and PowerPoint navigating websites

Preferred:

• Associates or Bachelor's degree
• 2+ years of experience in a customer service environment strongly preferred
• Demonstrated success in creating positive experiences for customers
• Strong technical and analytical skills including experience running manipulating and interpreting reporting data

Pay Transparency
Salary Range: $46500-$66500
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience skills qualifications and job location. Additionally employees are eligible for an annual discretionary bonus. In addition to base salary employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology- data- and AI-enabled organization we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking collaborative problem-solving and purpose-driven innovation. Here you'll find the rare balance of long-standing stability and forward momentum supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company we offer a place to grow your skills contribute to meaningful work and deliver solutions that matter. Your ideas drive what's next and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce including leave programs adoption assistance and student loan repayment programs. Based on feedback from our employees we continue to refine and add benefits to our offering so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the Foundation. We're proud that due to our mutuality we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93818
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