Client Service Representative Job Details | New York Life Insurance Co

New York Life is a leading insurance company with a long-standing legacy of financial strength and integrity. They are seeking a Client Service Representative to support their Pension Risk Transfer portfolio, ensuring retirees receive their benefits through accurate and compassionate service. The role involves managing client interactions, processing transactions, and maintaining compliance with regulatory standards.

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

• 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
• Bachelor's degree preferred
• Spanish speaking is a plus

Benefits

• Overtime eligible: Nonexempt
• Discretionary bonus eligible: Yes
• Employees are eligible for an annual discretionary bonus
• Employees may also be eligible to participate in an incentive program
• Leave programs
• Adoption assistance
• Student loan repayment programs

Company Overview

Company H1B Sponsorship