New York Life is a Fortune 100 mutual company with a 180-year legacy of purpose and integrity. They are seeking an Institutional Client Service Representative to support institutional clients by ensuring accurate trade processing, resolving service-related issues, and providing high-quality client support.
Responsibilities
- Process annuity requests for Group Annuity contracts in accordance with contractual provisions
- Process Required Minimum Distribution (RMD) requests
- Handle inbound/outbound calls from the customer service lines, responding to both institutional and individual annuitant inquiries
- Provide up to date information for Institutional clients including pricing, interest calculations, account balances, audit inquiries, annuity quote request and information for tax filings
- Establish and maintain high quality internal and external customer relationships – assessing and responding to their needs effectively
- Develop an understanding of operational procedures as well as company, industry and regulatory policies and be able to communicate with clients regarding these matters
- Learn and maintain a strong working knowledge of multiple applications, products and services
- Maintain files in accordance with company business policies
- Provide support to Stable Value Service group
Skills
- Bachelor's Degree or equivalent business experience
- Excellent time management, organizational and multi-tasking skills required to effectively manage a diverse workload
- Strong written and verbal communication skills
- Ability to perform in a high volume, fast paced call center environment
- Must be result oriented and a team player
- Ability to adapt quickly and remain effective in a dynamic, fast-paced environment
- Demonstrated ability to apply technical industry knowledge to day-to-day issues and leverage technology for improved service delivery
- Flexible and resilient in a changing environment
- Willingness to assist with department initiatives and cross-functional projects, contributing subject matter expertise and insights
- General knowledge of Group Annuity Contracts and/or Stable Value Contracts a plus
- General knowledge of Pension Plans (Defined Benefit/Contribution) 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.