With an office in Bala Cynwyd, the New York Life Insurance Company is the largest mutual life insurance company in the United States. New York Life is one of the most financially strong and highly capitalized insurers in the business. Financial strength, integrity, and humanity — the values upon which the company was founded — have guided the company’s decisions and actions for 170 years.

Customer Service – New Business Processing

This position will review, scan, and process applications for all life products, including new applications, contract changes, and informal inquiries. He/she will coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters, including client medical exams, financial records, and motor vehicle reports.

The person will handle initial and downstream accounting entries related to the new business process. The position processes policy billing to agents, including appropriate required state forms, brochures, and product-specific policy delivery requirements. He/she will provide excellent day-to-day customer service to agents, clients, and Agency Field Management, either over the phone, at the service counter, or through electronic communication.

The ideal candidate will possess a college degree, and have a minimum of two to five years of customer service experience. The person will have administrative experience (i.e., retail, banking, real-estate) and strong computer skills with the ability to multitask.

Click here to read more about the Customer Service – New Business Processing position at New York Life Insurance Company.