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    Customer Service Professional - San Francisco, United States - New York Life

    New York Life
    New York Life San Francisco, United States

    1 week ago

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    Description

    **Customer Service Professional 84659**

    **Please wait...**

    **Location:** San Francisco, CA, US

    When you join New York Life, youre joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

    **Customer Service Professional**

    **New Business & Contracting and Licensing Support**

    **Primary Responsibilities**

    Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication

    Support agency management in the on-boarding of new agents including contracting assistance

    Participate in event planning for training sessions, kick-off events and other meetings as necessary including working with Agency Managers to plan and execute events.

    Directly support Agency Management team with note taking, presentation creation, newsletters, expense tracking and various other administrative duties.

    Process agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions

    Support agency management in supervision of agents including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports

    Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process

    **Qualifications**

    Associates, or Bachelors degree preferred, or equivalent years of related experience

    The ideal candidate should have 2 or more 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 required

    **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 is 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, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program

    **Career Opportunities**

    New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

    **Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.**

    Recognized as one of *Fortunes* Worlds Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by our . 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 , our and the page of .J

    Job Requisition ID: 84659

    **Job Segment:** Underwriter, Social Media, Claims, Inspector, Customer Service, Insurance, Marketing, Quality

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