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
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.Company H1B Sponsorship
New York Life has a track record of offering H1B sponsorships, with 19 in 2026, 148 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.