Customer Service Representative

New York Life Insurance Company (New York Life or the company) is the largest mutual life insurance company in the United States. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterey New York Life in Mexico.

We are looking for a New Business Representative to handle new business sales processing functions.

• Review, scan, and process applications for all life products, including new applications, contract changes, and informal inquiries.
• Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters, including client medical exams, financial records, and motor vehicle reports.
• Handle initial and downstream accounting entries related to the new business process.
• Processes policy billing to agents, including appropriate required state forms, brochures, and product specific policy delivery requirements.
• Provide excellent day-to-day customer service to agents, clients, and Agency Field Management, either over the phone, at the service counter, or through electronic communication.

• Associates, or Bachelor's degree preferred, or equivalent years of related experience
• Strong computer skills and ability to multitask
• Strong written and verbal communication skills required
• Detail oriented with strong customer service skills
• Must be proficient in Word, Excel and strong knowledge in Access.
• Must be able to work independently while coordinating multiple responsibilities.
• Job will entail coordinating various reports, administrative responsibilities, along with new business responsibilities.