Role OverviewJoin Service Experience, the engine powering exceptional experiences for New York Life's clients, agents and beneficiaries. As a Senior Representative, you'll play a vital role in creating seamless customer experiences that build confidence, trust and loyalty. You'll deliver high-quality service in a fast-paced, highly regulated environment, handling Variable Annuity inquiries, resolving issues, and processing requests.
What You Will Do
Deliver personalized service to policy owners and agents through inbound calls, assess customer needs, review and process in-force transactions, compose clear and accurate correspondence, de-escalate complex situations, collaborate with team members, and serve as a subject matter expert on projects.
Why It Might Be a Fit
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 role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Requirements
- 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
Benefits
- Full package of benefits for employees
- Leave programs
- Adoption assistance
- Student loan repayment programs
- Discretionary bonus eligible
- Overtime eligible: Nonexempt
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