Insurance Service & Operations Professional
***Hybrid work schedule: work in office 4 days, work from home 1 day***
Position Summary
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.
Primary Responsibilities
- Assist with the workflow of new insurance policies as they go through the stages of application, underwriting, policy issue, delivery, and payment
- Coordinate underwriting requirements for new insurance applications by interacting with agents, clients, outside medical vendors, and underwriters
- Assist in the training and development of agents in the areas of underwriting and new business (presentations, face to face, virtually)
- Facilitate the onboarding of new agents by processing their contracts and licenses
- Answer incoming calls and greet guests
- Support management in a variety of duties such as preparing for meetings, event planning, creating reports, pulling documentation for compliance reviews, etc.
Qualifications
- Ideal candidate should have experience in a customer service and/or administrative role
- Excellent written and verbal communication skills
- Strong computer skills with proficiency in the Microsoft Office Suite
- Proven ability to multi-task effectively
- Associates, or bachelor’s degree preferred, but not required
Job Types: Full-time, Permanent
Pay: $45,000.00 - $50,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Tuition reimbursement
- Vision insurance
Supplemental pay types:
Weekly day range:
Work setting:
Application Question(s):
- What is your salary requirement?
Education:
Ability to Commute:
- Deerfield, IL 60015 (Required)
Work Location: In person