Location Designation Hybrid - 4 days per week Customer Service Professional - New Business Processing Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. Role Overview Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Customer Service Representative (CSR), you’ll support agents’ onboarding experience, facilitate the contracting and licensing process, and manage insurance policy applications as they move through the new business process. What You’ll Do Provide excellent day‑to‑day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication. Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters. Assist with the workflow of applications for life products, annuities, contract changes, policy billing, and initial and downstream accounting entries related to the new business process. Answer incoming calls, greet customers and potential agent candidates; additional ad‑hoc responsibilities may also be assigned. What You’ll Bring Required Skills 2+ years of customer service and administrative experience. Strong computer skills with proficiency in the Microsoft Office Suite. Demonstrated ability to multitask effectively. Strong written and verbal communication skills. Preferred Skills Associate’s or Bachelor’s degree preferred, or equivalent years of related experience. 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 position Monday through Friday. Candidates should be flexible to work any 7.5‑hour shift between 8:00 AM – 5:00 PM during the work week. Salary Competitive full‑time base salary, overtime eligibility plus target bonus. Benefits Paid Vacation, Health Care, 401(k) match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program. 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. Important Note This role requires FINRA licensing and/or FINRA Associated Person pre‑hire fingerprinting. #J-18808-Ljbffr