Client Services Representative

Location Designation: Hybrid - 3 days per week

When you join New York Life, you're joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You'll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

New York Life's Institutional Annuities is hiring a Client Service Representative in its Jersey City, NJ location. We are looking for customer-focused, accountable, efficient, and engaged professionals who are dedicated to and guided by a commitment to service excellence.

The Role:

This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, answering questions from payees and Structured Settlement brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction, keeping you engaged and the role interesting.

Training & Development:

Client Service Representatives undergo in-house training to learn about the product, contract provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills for you to be successful.

Required Qualifications

• A minimum of a bachelor's degree and/or equivalent and related work experience

• Strong problem solving and organizational skills

• Passionate to help others

• Excellent oral and written communication skills

• The ability to work and thrive in a team environment

• Strong attention to detail

• Accountable, ethical, good decision-making ability

Desired Qualifications

• 1- 2 years of related experience

• Knowledge of annuities, Structured Settlement knowledge a plus

• Client service experience

Salary range: $35,000-$50,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

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. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Requisition ID: 90488