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Customer Service Representative

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Job Details
Job Order Number
2727264
Company Name
NEW YORK LIFE INSURANCE
Physical Address
4001 CARMICHAEL ROAD # 150
MONTGOMERY , AL 36106
Job Description

Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
•Support agency management in the on-boarding of new agents
•Participate in event planning for training sessions, kick-off events and other meetings
•Process agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions
•Support agency management in supervision of agents including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports
•Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
•Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process


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