Location: Dallas, TX
Company: New York Life
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. This position requires you to be within 50 miles of Dallas, TX. The Business Solutions Service Team provides service and processes group billing remittances for our Employee Whole Life product line.
The team works closely with agents, sales partners, clients, and employers/payroll administrators. The Senior Representative will handle a wide variety of incoming phone requests from our sales agents, employers and payroll administrators, and policy owners with a high degree of customer service acumen in a
dynamic environment. Primary Responsibilities: Answer inbound calls from agents, policy owners, and employers while demonstrating the ability to quickly understand/anticipate the client's needs and expectations.
Interact professionally with clear and effective communication to set the appropriate expectations on timeline of deliverables; and conduct follow ups as needed. Develop and maintain business partnerships to ensure client's needs are met, potential problems are averted, and service issues are managed/resolved proactively, accurately, and effectively. Understand and be able to articulate information related to group remittance and the Employee Whole Life product, including deductions,
sort criteria, billing cycles, etc. Provide our agents, payroll administration contacts, and policy owners with outstanding customer service support.
Process basic financial and non-financial transactions using our workflow and administrative systems to include creating escalated items for out-of-scope requests. Knowledge of contract provisions and related laws, regulatory requirements, and company procedures. Qualifications: High School Diploma or GED required; associate or bachelor's degree preferred. 2+ years of customer service and/or call center experience in the Financial Services, Banking, or Insurance industry preferred. Strong accountability and ability to provide exceptional customer service experience.
Preferred minimum two years' experience with multiple software and system-based applications, including Microsoft Office Suite. Demonstrated experience in critical and analytical thinking with an attention to detail to effectively problem-solve issues to resolution. Ability to multi-task and manage multiple and divergent priorities and deadlines Strong Verbal/Written Communication skills required with emphasis on strong phone contact skills and active listening. Demonstrated organizational, time management and interpersonal skills. Shift: This is a full-time position Monday through Friday.
Candidates should be flexible to work any 7.5-hour shift between 8 am and 6 pm CT during the work week. During your initial training period you may be asked to come into office 3 times a week. Please note: This role requires FINRA licensed and/or FINRA Associated Person fingerprinting. Salary range: $37,500-$55,500 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 Linked In , our Newsroom and the Careers page of . Job Requisition ID: 89804 Nearest Major Market: Dallas Nearest Secondary Market: Fort Worth Job Segment: Call Center Representative, Payroll, Customer Service Representative, Call Center, Customer Service, Finance Requisition #: 110729xyz X6ahf9io63
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