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