Spokane, Washington, United States · Hybrid
$45k–$50k/yr
Job Requisition ID: 94400 Location Designation: Hybrid - 4 days per week Business Unit Overview: Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents an…
Skills: Customer Service, Office Administration, Professional Communication, Stakeholder Service, Data Entry
New York, New York, United States · Hybrid
$124k–$177k/yr
Location Designation: Hybrid - 3 days per week Role Overview The Senior Associate, Analytics Engineer is a practitioner who designs and implements scalable analytics engineering solutions with a high degree of independen…
Skills: Advanced SQL, Python, dbt, Databricks, BigQuery
Edison, New Jersey, United States · Hybrid
$45k–$50k/yr
Job Requisition ID: 94408 Location Designation: Hybrid - 4 days per week Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of ou…
Skills: Customer Service, Administrative Experience, Microsoft Office Suite, Multitasking, Written Communication
New York, New York, United States · Hybrid
$185k–$265k/yr
Location Designation: Hybrid - 3 days per week Join the Office of the General Counsel where we collaborate with diverse business units, providing effective and creative legal guidance that aligns with New York Life's cor…
Skills: AI Law, Technology Transactions, Strategic Partnerships, Generative AI, Agentic AI
New York, United States · Hybrid
$45k–$50k/yr
Job Requisition ID: 94153 Location Designation: Hybrid - 4 days per week Business Unit Overview: Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents an…
Skills: Customer Service, Office Administration, Professional Communication, Stakeholder Service, Data Entry
New York, New York, United States · Hybrid
$75k–$107k/yr
Location Designation: Hybrid - 4 days per week About New York Life Investment Management With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the l…
Skills: Commercial Real Estate Analysis, Financial Modeling, Loan Management, Credit Risk Assessment, Argus
Bethlehem, Pennsylvania, United States · Hybrid
$48k–$55k/yr
Location Designation: Hybrid - 3 days per week Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more …
Skills: Collections, Account Reconciliation, Customer Service, Analytical Thinking, Problem Solving
Bethlehem, Pennsylvania, United States · Hybrid
$48k–$55k/yr
Location Designation: Hybrid - 3 days per week Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more …
Skills: Collections, Account Reconciliation, Customer Service, Analytical Thinking, Problem Solving
Dallas, Texas, United States · Hybrid
$42k–$43k/yr
Job Requisition ID: 94371 Location Designation: Hybrid - 1 day per week Life Solutions Customer Service Professional Role Overview New York Life is seeking Customer Service Professionals who are passionate about helping …
Skills: Customer Service, Problem Solving, Verbal Communication, Written Communication, Multitasking
Cleveland, Ohio, United States · Hybrid
$42k–$43k/yr
Job Requisition ID: 94371 Alternate locations: Cleveland, OH (Ohio); Dallas, TX (Texas); Tampa, FL (Florida) Location Designation: Hybrid - 1 day per week Life Solutions Customer Service Professional Role Overview New Yo…
Skills: Customer Service, Problem Solving, Verbal Communication, Written Communication, Multitasking
New York, New York, United States · Hybrid
$43k–$45k/yr
Job Requisition ID: 94372 Location Designation: Fully Remote This position requires you to be bilingual in Mandarin or Cantonese. Life Solutions Customer Service Professional Role Overview New York Life is seeking Custom…
Skills: Mandarin, Cantonese, Customer Service, Problem Solving, Verbal Communication
New York, New York, United States · Hybrid
Location Designation: Hybrid - 3 days per week Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here …
Skills: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Organizational Skills, Multi-tasking
New York, New York, United States · Hybrid
$75k–$107k/yr
Location Designation: Hybrid - 3 days per week About New York Life Investment Management With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the l…
Skills: Marketing Operations, Seismic, Wrike, ADA Compliance, Content Publishing
Jersey City, New Jersey, United States · Hybrid
$95k–$125k/yr
Alternate locations: Jersey City, NJ (New Jersey); New York, NY (New York) About New York Life Investment Management With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Mo…
Skills: Graphic Design, Layout, Typography, Visual Hierarchy, Color Theory
Jersey City, New Jersey, United States · Hybrid
$145k–$170k/yr
Alternate locations: Jersey City, NJ (New Jersey); New York, NY (New York) About New York Life Investment Management With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Mo…
Skills: Creative Direction, Visual Identity, Brand Design, Art Direction, Visual Storytelling
Jersey City, New Jersey, United States · Hybrid
$70k–$85k/yr
Location Designation: Hybrid - 3 days per week Business Unit Overview: Institutional Annuities is New York Life's growing specialized annuity business, helping millions of Americans build financial security for retiremen…
Skills: Data Analysis, Financial Modeling, Excel, Underwriting, Market Research
Baltimore, Maryland, United States · Hybrid
Location Designation: Hybrid - 2 days per week Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more …
Skills: Customer Focus, Interpersonal Savvy, Problem Solving, Organizational Agility, Perseverance
Frisco, Texas, United States · Hybrid
$43k–$48k/yr
Job Requisition ID: 94343 Location Designation: Hybrid - 4 days per week Business Unit Overview Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and…
Skills: Customer Service, Administrative Experience, Microsoft Office Suite, Multitasking, Written Communication
New York, New York, United States · Hybrid
$125k–$170k/yr
Job Requisition ID: 94310 Location Designation: Hybrid - 3 days per week 94310 – PF5 Digital Service Portfolio Management & Alignment Business Unit Overview Join Service Experience, the engine powering exceptional experi…
Skills: Portfolio Management, Digital Transformation, Strategic Roadmap Development, Cross-functional Alignment, Executive Presentation
New York, New York, United States · Hybrid
$65k–$83k/yr
Location Designation: Hybrid - 3 days per week Be part of a dynamic team shaping the future of talent at New York Life. As part of Human Resources, you'll contribute to a comprehensive strategy that attracts, develops an…
Skills: Campus Recruiting, Full-cycle Recruitment, Stakeholder Management, University Engagement, Project Management
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The role focuses on onboarding new agents by overseeing the contracting process and ensuring all paperwork is accurate and complete. It involves tracking background checks, communicating status updates to partners, and integrating agents into company systems.
Candidates need experience in customer service or office administration with proficiency in Microsoft 365 and strong attention to detail. An associate or bachelor's degree and experience in insurance or financial services are preferred.
Job Requisition ID: 94400
Location Designation: Hybrid - 4 days per week
Business Unit Overview:
Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.
Role Overview:
Our local General Office is seeking a customer service professional to support our agents and management team. As a Service Representative, you’ll work with our Partners to onboard new agents—overseeing the contracting process so they can begin selling New York Life insurance. You will be a steward of the onboarding process—assisting with turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners.
What You’ll Do:
Perform tasks in the contracting system to advance contracts along in the process.
Track background-check and fingerprint results; follow up with Partners; escalate issues as needed.
Review onboarding paperwork for completeness and accuracy; resolve data or documentation gaps.
Communicate with Partners to provide candidate status updates and answer questions
Process forms to ensure agents are integrated in our systems correctly
Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office.
What You’ll Bring:
The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.
Required Skills:
Experience in a customer service and/or office administration
Clear, professional communication (phone and email) and strong stakeholder service
Meticulous data entry and document review; audit-ready attention to detail
Proficiency with Microsoft 365 (Word, Excel, Outlook, Teams); quick to learn new systems
Strong organization and time management; able to prioritize and meet SLAs
Discretion with sensitive information; compliance-first mindset
Preferred Skills:
Associate or bachelor’s degree
Experience in insurance/financial services, licensing/contracting, or new agent onboarding
Familiarity with background checks/fingerprinting workflows and basic FCRA concepts
Training & Development
Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.
Shift Information
This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM.
Salary
Competitive full-time base salary, overtime eligibility plus target bonus
Benefits
Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program
Career Opportunities
New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims
Job Level: LEVELCS2
Pay Transparency
Salary Range: $45,000-$50,000
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.
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 here to 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.
Job Requisition ID: 94400
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia
Offices: 51 Madison Avenue, New York, New York 10010, US
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia
Offices: 51 Madison Avenue, New York, New York 10010, US
