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Service Analyst - Retail Annuities
at New York Life Insurance Company
Cleveland, OH

Service Analyst - Retail Annuities
at New York Life Insurance Company
Cleveland, OH

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Description

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. 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.

Service Analyst – Retail Annuities 

 

Are you a personable, customer-service oriented individual? Are you interested in helping people protect their future? Are you interested in a career with an industry leader?  If so, New York Life Insurance Company may be the company for you.

 

New York Life’s Service Organization is hiring Service Analystfor its New York Service Center. The Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer- focused, accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.

 

Service Analystestablishes high quality customer relationships using informational resources and technical knowledge.

 

Primary Responsibilities:

·      Handle high volume of external inbound customer and sales agent inquiries.

·      Transact routine financial and non financial activity on client accounts with both expediency and accuracy.

·      Ability to handle most customer interactions independently.

·      Ability to explain basic information in functional area.

·      Assist team members daily to complete work in order to meet departmental and regulatory standards.

  • Effective decision making based on  comprehensive case analysis
  • Demonstrate valuable interpersonal skills
     

 

Qualifications:

  • Associates, or Bachelor’s degree preferred, or equivalent years of related experience
  • High school diploma, or GED from an accredited school required.
  • Accountable, ethical, good decision making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask
  • Series 6 license preferred
     
    Training & Development:
    Service Analystundergo a comprehensive paid on-site training program 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 8:30am – 6:15pm 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
     
    Career Opportunities:
    New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.  In addition, this position provides skills and product knowledge that can lead to other opportunities within the company such as Sales, Marketing, etc.

SF:EF-LS1
#LI-LS1
 

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

 

EOE M/F/D/V

 

If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.

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