Location Designation: Hybrid - 3 days per week
Role Overview:
This position plays a vital role in assisting the Concierge Team by ensuring efficient case management and delivering exceptional service to brokers, case managers, and external partners. This includes acting as a secondary contact for brokers and Field Directors, coordinating follow-ups, gathering required documents for case submissions, and supporting the onboarding of new firms. The New Business Concierge collaborates with teams like Underwriting and Sales Support to streamline case processing, resolve NIGO issues, and ensure compliance with regulatory standards. Additionally, they participate in ongoing training, contribute to process improvements, and maintain high services standards to enhance operational efficiency.
Business Unit Overview:
Join Life Insurance Solutions, the engine behind New York Life's diverse life insurance and employee benefits offerings. Collaborate with experts across various disciplines to develop, manage, and strategically evolve the company's insurance portfolio. Our work directly impacts individuals and families by ensuring they have financial security and peace of mind.
What You'll Do:
• Serve as a key support resource for the Concierge Team, assisting in managing cases and ensuring an exceptional service experience for brokers, case managers, and external partners.
• Act as a secondary point of contact for brokers and Field Directors, providing timely updates and addressing inquiries, escalating complex issues as needed.
• Proactively assist Concierges by coordinating follow-ups, gathering outstanding requirements, and ensuring all necessary documents are in place for case submission.
• Support the Concierge Team in onboarding new firms, introducing them to NYL's new business processes, requirements, and best practices.
• Participate in training and professional development to expand knowledge of products, underwriting requirements, and case management best practices.
• Assist in the management of new business submissions, helping to track cases through underwriting, policy issue, and delivery to ensure smooth processing.
• Work closely with Field Directors, Underwriting, Licensing & Contracting, and Sales Support to streamline case processing and resolve outstanding requirements.
• Identify and assist in resolving not-in-good-order (NIGO) issues, ensuring applications and documentation comply with NYL and regulatory requirements.
• Help maintain workflow accuracy and service standards, ensuring timely and efficient handling of cases.
• Assist in documenting best practices and identifying process improvement opportunities to enhance efficiency.
What You'll Bring:
• Bachelor's degree preferred, or equivalent years of related experience
• The ideal candidate should have 3+ years of relevant customer service and administrative experience.
• Strong computer skills with proficiency in Microsoft Office, including Outlook, Word, and Excel. Proficiency in PowerPoint, Teams, SharePoint a plus.
• Strong written and verbal communication skills required, including the ability to communicate technical topics in clear, understandable language.
Pay Transparency
Salary Range: $46,500-$65,000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
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. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
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. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 93919
About NY Life Insurance Company
Diversity & Humanity-two values that are deeply rooted in the New York Life culture and have laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. At New York Life you become a valued part of a welcoming, inclusive, and caring culture that has a long-standing legacy in stability and growth. The strength of New York Life revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance, and we want you to be a part of our legacy.
As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of a diverse team guided by our belief to always be there for each other-providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.
You are our future, and we commit to investing in you accordingly.
Visit our Linkedin to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Required Legal Notices - All Candidates Please Click Here
