Customer Service Representatives, Worksite Remittance &Investment Solutions Representatives

  • New York Life
  • Cleveland, OH, USA
  • Feb 06, 2018
Full time Accounting Customer Service Entry Level Finance Insurance

Job Description

Customer Service Representative – Worksite Remittance

  • Establish new Worksite group arrangements to facilitate our voluntary payroll deduction program.
  • Apply incoming life insurance premium payments towards the appropriate policies on our group bills.
  • Conduct necessary research and outreach to our customers to resolve payment discrepancies.
  • Process financial and non-financial transactions using our workflow and administrative systems.
  • Make sound decisions regarding issues related to basic remittance and group setup functions.
  • Provide our agents, payroll administration contacts, and life insurance policy owners with outstanding customer service support.
  • Must maintain strong production and quality scores.
  • Knowledge of contract provisions and related laws, regulatory requirements and company procedures.

Investment Solutions Representative

  • Establish and maintain high quality customer relationships – assessing customer administrative need and responding to them effectively and tactfully
  • Transact financial and non-financial activity on client accounts including fund transfers, premium allocation changes, partial withdrawals, surrenders, automated investment activity and returned mail, as necessary and within regulatory guidelines
  • Develop and maintain working knowledge of administrative systems and Variable Product Service Center products and services, annuities/life insurance, qualified and non-qualified plans, product options and features and regulatory and departmental standards and goals
  • Assist with answering calls from customer service line and responding to agent and policy owner's questions and requests including point of call processing
  • Provide up to date information on product specifications, including features, performance, current generic tax information, account balances, pricing inquiries, and transaction/processing explanations
  • Develop an understanding of requirements of regulatory bodies including FINRA, SEC, IRS, and state insurance agencies
  • Assist team members on a daily basis to complete unfinished work in order to meet Departmental and regulatory standards

 

Minimum experience or requirements: No PDF*

Customer Service Representative – Worksite Remittance

  • Associates or Bachelor’s degree preferred (High School Diploma, or GED (Required))
  • 2 years of customer service and/or call center experience preferred
  • Demonstrated commitment to providing best in class customer service support
  • Must possess outstanding attention to detail
  • Accountable, ethical, and good decision making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask
  • Accounting skills/experience a plus

Investment Solutions Representative

  • Associates, or Bachelor’s degree preferred (High School Diploma, or GED (Required))
  • Minimum 1 years of customer service and/or call center experience (Required)
  • FINRA Series 6 or 7 license or, able to obtain within 6 months of hire
  • Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations
  • Accountable, ethical, good decision-making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask