Client Service Representative
New York Life is a longstanding company with a commitment to financial security and integrity. They are seeking a Client Service Representative to support their Institutional Annuities business, ensuring retirees receive the benefits they've earned by managing group annuity contracts and providing excellent customer service.
Responsibilities
- Handle inbound calls, deferred participants, beneficiaries, financial institutions, and contract holders through inbound phone support
- Interpret group annuity contracts and retirement certificates to accurately calculate and process retirement and death benefits
- Process annuity payments and other transactions with precision, timeliness, and care
- Review forms and supporting documentation to ensure completeness, accuracy, and compliance
- Research and locate participants with due or unpaid benefits, helping ensure no one is left behind
- Manage an assigned caseload proactively to meet service and quality standards
- Ensure all work aligns with internal controls, regulatory requirements, and audit standards
- Contribute to team initiatives, process improvements, and departmental projects
Skills
- Bachelor's degree preferred
- Strong analytical and problem-solving skills, with attention to detail
- Proficiency in Microsoft Word and Excel, and comfort navigating multiple systems
- Excellent organizational and time-management skills with the ability to multitask
- Clear, professional written and verbal communication skills
- Previous customer service experience, ideally in a regulated or service-driven environment
- Ability to work independently while collaborating effectively with a team
- Willingness to follow established procedures and stay current with internal controls
- Spanish speaking is a plus
Benefits
- Overtime eligible: Nonexempt
- Discretionary bonus eligible: Yes
- Sales bonus eligible: No
- Employees are eligible for an annual discretionary bonus
- Employees may also be eligible to participate in an incentive program
- 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
Company Overview
Company H1B Sponsorship