New York Life

Conduct market and competitive research, analyze trends and competitor strategies, support AI tool implementation, maintain intelligence repositories, and communicate insights to stakeholders. | 4-6 years of market research or competitive analysis experience, preferably with Group Insurance knowledge, strong analytical and communication skills, and ability to work independently and collaboratively. | Location Designation: Fully Remote Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. Role Overview: We are seeking an experienced and detail-oriented professional to join the Group Benefit Solutions (GBS) Marketing Insights & Technology team. This role supports the development and execution of competitive intelligence and market research efforts that help inform business strategies across product, marketing, and sales. The ideal candidate will have a solid foundation in market research and a working knowledge of the Group Insurance industry. This position contributes to key initiatives by analyzing trends, monitoring competitors, and preparing high-quality insights and presentations that help internal teams respond to market shifts and capitalize on opportunities. What You'll Do: • Conduct market and competitive research to identify industry trends, customer needs, and emerging opportunities. • Analyze competitor strategies, offerings, and positioning to support business decisions. • Support the implementation and use of AI-driven tools and technologies for competitive intelligence. • Maintain a centralized repository of competitive intelligence and ensure data accuracy and accessibility. • Assist in developing presentations and reports that communicate findings to cross-functional stakeholders. • Collaborate with partners across marketing, product, and distribution to integrate insights into planning and execution. • Monitor competitor communications, industry publications, and regulatory developments. • Contribute to continuous improvement of research processes and tools. What You'll Bring: • Bachelor’s degree in Marketing, Business, Economics, or a related field. • 4–6 years of experience in market research, business intelligence, or competitive analysis. • Knowledge of the Group Insurance industry strongly preferred. • Proficiency with market research tools and analytical software; experience with AI tools is a plus. • Strong analytical skills with the ability to translate data into actionable insights. • Effective communicator, capable of summarizing complex information for diverse audiences. • Demonstrated ability to manage multiple tasks and work both independently and collaboratively. • Customer-focused and results-oriented. • Strong critical thinking and attention to detail. • Highly motivated self-starter. • Collaborative and team-oriented with excellent interpersonal skills. • Adaptable to fast-paced and evolving business environments. • Proactive and resourceful in solving problems and managing time effectively. ​ Pay Transparency Salary range: $90,000-$115,000 Overtime eligible: Exempt 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. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. 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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. 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. ​Job Requisition ID: 92665 #GBS

Process trades and client requests for stable value products, resolve service issues, maintain client relationships, and support internal teams. | 3-5 years financial services client service experience with annuities or stable value products, strong communication and organizational skills, and preferably a bachelor's degree. | Location Designation: Hybrid - 3 days per week Role Overview: The Institutional Client Service Representative plays a critical role in supporting institutional clients across our Stable Value and Guaranteed Products business lines. In this role, you will ensure accurate trade processing, resolve service-related issues, and provide timely, high-quality client support. You will also build and maintain strong relationships with clients and internal partners, contributing to the continued growth and success of our institutional business. Training & Development You will receive training, ongoing coaching, and mentoring to develop expertise in institutional products, contract provisions, and transaction processing. Our supportive environment is designed to help you build the skills needed to excel, while providing opportunities for career advancement within Client Services and the broader Institutional Investments team. What You'll Do: Process trades for Guaranteed Products and the Stable Value Investments Group in compliance with audited operational procedures. Support the Participating ("Par") Group by processing contractholder-directed annuities and lump sum requests, and by responding to contract-related inquiries. Resolve service-related issues, including "not in good order" situations from NSCC trading, using established departmental procedures. Provide accurate and timely information to stable value clients, including pricing, accrued/credited interest calculations, account balances, audit inquiries, and tax reporting support. Establish and maintain strong internal and external relationships by assessing client needs and responding effectively. Demonstrate a solid understanding of Stable Value client operational procedures, industry practices, and regulatory requirements; effectively communicate this information to clients. Maintain strong working knowledge of applications, products, and services to support evolving client needs. Maintain records and files in accordance with company business policies. Partner with internal teams (Investments, Operations, Compliance, etc.) to ensure seamless client service and resolution of complex inquiries. Identify and recommend process improvements that enhance efficiency, accuracy, and client satisfaction. What You'll Bring: 3-5 years of client service or operations experience in financial services, preferably with annuities, stable value, or retirement products. Background and knowledge of Group Annuity Contracts and/or Stable Value Contracts and terminology. Excellent time management, organizational, and multi-tasking skills to manage a varied workload effectively. Strong computer skills with proficiency in Microsoft Office applications. Strong written and verbal communication skills. Bachelor's degree in Business, or related field preferred. 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. #LI-KH1 #LI-HYBRID #LI-REMOTE Pay Transparency Salary Range: $50,000-$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. 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 here to 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: 92590

Lead and execute internal and external communications strategies for group insurance businesses, manage a team and external agencies, and support senior leadership with messaging and change communications. | 10+ years corporate communications experience in financial services or insurance, strategic advisor to executives, people management, strong writing and storytelling, media relations, project management, and experience with AI tools. | Overview Location Designation: Hybrid 3 days per week Corporate Vice President, Group Insurance Communications This role is a hybrid schedule in any of the following locations: New York, NY, Philadelphia, PA, Pittsburgh, PA, Eden Prairie, MN, Farmington, Plano, TX, Overland, KS, Phoenix, AZ, Glendale, CA Role Overview We are seeking a Corporate Vice President, Group Insurance Communications. Reporting to the VP and head of Strategic Businesses Communications, this individual will be responsible for developing and executing comprehensive internal and external communications strategies for New York Lifes Group Insurance businesses, including Group Benefit Solutions (GBS); Group Membership Association Division (GMAD); and Institutional Life. This role will serve as a strategic communications partner to senior leadership while managing a direct report and coordinating with external PR agency support to deliver integrated communications programs that drive business objectives and enhance stakeholder engagement. What Youll Do Lead communications planning and execution for both GBS and GMAD; provide some communications support for Institutional Life business. Craft compelling, consistent narratives that articulate the value proposition and competitive differentiation of Group Insurance businesses to internal and external audiences. Develop leadership communications including executive messaging, town halls, employee meetings, intranet content, and video communications that build understanding and alignment around business priorities. Partner with HR and business leaders to communicate organizational changes, policy updates, and strategic initiatives that impact Group Insurance teams and stakeholders. Develop and execute change communications strategies that help employees navigate transitions, embrace evolving business priorities, and understand new processes. Manage external communications initiatives including media relations and leadership social media to elevate the profile of GBS, GMAD and its leadership teams; partner with colleagues in Marketing to align on broader messaging and strategic approach. Collaborate with external PR agency partners to secure media coverage of the business, coordinate press activities, and manage external communications deliverables; develop and maintain relationships with key industry media relevant to Group Insurance markets. Support crisis communications and issues management as needed, working closely with Corporate Communications colleagues. Establish and track key performance indicators for communications initiatives, including intranet engagement metrics, employee survey results, and media coverage analysis; leverage data and feedback to continuously refine communications approaches and demonstrate business impact. Leverage and stay current with communications best practices and emerging technologies, including generative AI tools, to enhance team capabilities and content quality. What Youll Bring 10 years of progressive corporate communications experience within Fortune 500 companies, with demonstrated expertise in financial services and/or insurance. Proven experience as a strategic communications advisor to senior executives, with ability to provide sound counsel and navigate complex organizational dynamics. Strong track record in change management communications, including supporting large-scale business transformations, organizational restructuring, or culture change initiatives. Demonstrated people management experience with ability to develop talent and lead high-performing teams. Expert-level writing, editing, and storytelling skills, with the ability to craft compelling narratives for diverse audiences. Experience managing both internal communications programs and media relations, with proven ability to balance competing priorities and stakeholder needs. Strong project management capabilities with experience coordinating multiple communications initiatives simultaneously in fast-paced environments. Collaborative leadership style with executive presence and ability to build trust and influence across organizational levels. Experience working with external agency partners and managing integrated communications programs. Strategic mindset with strong analytical skills and comfort using data to inform communications decisions and measure impact as well as working with AI and emerging digital tools for content development and communications automation. Bachelors degree in Communications, English, Journalism, Marketing, or related field required. Hybrid work environment: Office presence Tuesday through Thursday, with flexibility to work from home Mondays and Fridays. Pay Transparency Salary Range: $117,500-$180,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individuals 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. 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 communitiesinviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, youll 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 whats 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 here to 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 Lifes leadership in this space. Recognized as one of Fortunes Worlds Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. Were 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: 92550 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 otherproviding 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 #J-18808-Ljbffr

Manage end-to-end implementation processes for large-scale clients, coordinate across teams, ensure compliance and documentation accuracy, and champion client experience. | 3-5+ years in benefits implementation or project coordination, familiarity with group insurance products, strong communication and organizational skills, and ability to manage timelines and cross-department collaboration. | Location Designation: Fully Remote Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. As a National Implementation Manager within our Group Benefit Solutions (GBS) division, you will play a key role in delivering seamless onboarding experiences for large‑scale clients (5,000+ lives). You’ll help manage the implementation process across product lines and collaborate with internal and external stakeholders to ensure successful delivery of client commitments. This role is ideal for someone who thrives in client‑facing environments, enjoys cross‑functional collaboration, and excels at driving execution through precision, communication, and service excellence. What You’ll Do: Support End‑to‑End Implementations • Help coordinate the implementation process for newly sold or renewing clients, ensuring all deliverables are met on time and to a high standard. Manage Project Plans and Timelines • Assist in developing and maintaining implementation calendars, facilitating meetings, and communicating deadlines to clients, brokers, and internal teams. Coordinate Across Teams • Serve as a liaison between Sales, Client Management, Legal, Underwriting, and Operational teams to align goals, documentation, and service delivery. Ensure Documentation and Compliance • Review enrollment and policy materials for accuracy, ensure compliance with contractual/legal standards, and obtain client approvals on required documentation. Enhance Communication and Engagement • Help execute effective communication and enrollment strategies tailored to each client’s needs, collaborating with marketing and operations for timely delivery of materials. Identity and Resolve Issues • Assist in addressing potential roadblocks, flagging red flags, and helping to resolve issues that may arise throughout the onboarding process. Support Internal Process Improvement • Participate in internal knowledge‑sharing, support training initiatives, and contribute to continuous improvement efforts within the implementation function. Champion Client Experience • Consistently deliver on client expectations by ensuring transparency, responsiveness, and a solution-oriented approach throughout the implementation journey. What You’ll Bring: • 3–5+ years of experience in benefits implementation, client onboarding, or project coordination (insurance or healthcare preferred) • Bachelor’s degree preferred (or equivalent professional experience) • Familiarity with group insurance products (life, accident, disability) and related administrative processes • Strong communication skills—written, verbal, and presentation—with the ability to engage directly with clients and internal partners • Experience managing timelines, tracking deliverables, and coordinating across departments in a fast‑paced environment • Collaborative, proactive mindset with a strong focus on service excellence and client satisfaction • High attention to detail and strong organizational skills • Proficiency with tools such as Microsoft Excel, PowerPoint, and collaboration/project management platforms (e.g., SharePoint, Smartsheet, Salesforce) is a plus • Ability to identify process gaps and recommend improvements based on client and team feedback ​ Pay Transparency Salary range: $85,000-$120,000 Overtime eligible: Exempt 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. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. 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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. 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. ​Job Requisition ID: 92523 #GBS

Review medical records and tests, support underwriting, develop medical guidelines, and contribute to regulatory, compliance, and workflow projects. | Licensed physician with at least 3 years clinical experience, medical board certifications, strong communication and computer skills, and willingness to work hybrid or remotely with travel. | Location Designation: Hybrid - 1 day per quarter • *Remote work will be considered for candidates with relevant industry experience only.** Otherwise, this role will require the ability to work a Hybrid schedule (on-site Tuesdays, Wednesdays and Thursdays) in our New York Home Office. Role Overview: We are seeking a physician to join our dynamic and cohesive team of Medical Directors. The successful candidate will possess a broad and deep knowledge of clinical medicine and can apply that knowledge to accurately assess mortality and morbidity risks of complex medical impairments. Additionally, the Medical Director would exhibit a balance of professionalism, motivation, curiosity, customer service, and strong communication skills. What You’ll Do: The daily functions of the Medical Director include the review of medical records, interpretation of ECGs and laboratory results, consultative support for the Underwriting Team, and the development of medical underwriting guidelines. Medical Directors determine the appropriate risk category of an insurance applicant in collaboration with the underwriter relative to the applicant’s medical history, company guidelines, and the competitive market. Our Medical Directors help teach Underwriters about medical impairments. As a Medical Director gains experience, the role includes projects which leverage medical knowledge as applied to business needs. These projects may include contributing to regulatory and compliance efforts, driving workflow optimization with automation and AI technology, and guiding the use of data and analytics to predict mortality and morbidity risks. For physicians new to the industry, this is a hybrid position based in our corporate headquarters in New York City. A Medical Director with life insurance experience may work remotely with periodic visits to the Home Office. What You’ll Bring: Medical degree (MD/DO or equivalent). Licensed to practice in a U.S. state. Excellent clinical knowledge, including skillful interpretation of ECGs and laboratory results, with a minimum of 3 years of clinical experience. A commitment to undertake nonclinical work. Preference will be given to candidates who are board certified in Internal Medicine or Family Medicine; however, candidates with broad clinical knowledge certified in other specialties are invited to apply. Strong communication and organizational skills. Strong computer skills with Microsoft Outlook, Teams, Word, PowerPoint, Excel, SharePoint, etc. Experience as a life insurance Medical Director is desirable but not required. Board certification/eligibility in Insurance Medicine will be expected for applicants who currently work in the Life Insurance industry. Physicians new to the industry are expected to work towards board certification in Insurance Medicine. Occasional travel will be necessary. ​ Pay Transparency Salary Range: $220,000 - $270,000 Overtime eligible: Exempt 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. 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 here to 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: 92458

Handle inbound client and broker inquiries related to group benefits, triage and resolve or escalate service requests, and maintain client communication. | Bachelor’s degree or equivalent experience, minimum 2 years customer service experience, knowledge of group benefits products, strong communication and organizational skills. | Location Designation: Fully Remote Group Benefit Solutions delivers comprehensive insurance and absence management solutions for mid-sized and large companies. Our work fosters a healthier, happier, and more secure workforce, contributing to New York Life’s legacy of being there when we’re needed most. Here, you'll design, implement, and support these solutions directly impacting employees’ lives. At our core, we provide financial security and peace of mind to people through our absence, accident, disability, voluntary benefits, and life insurance solutions. Click here to learn more about Group Benefits solutions. Role Overview: The Client Service Representative is a client-facing role that handles inquiries via toll-free line or general service email box from clients / brokers in Select and Middle Market segments up to five thousand lives. This role will serve as a triage unit for all work coming into Client Services for simple and complex inquiries, as well as escalated service situations. The Client Service Representative will work independently to process the inquiry / request or determine the appropriate area to handle. The Client Service Representative is a result-oriented problem solver who is considered an expert in customer service. What You'll Do: • Answer inbound calls and e-mails from clients and brokers in the Select and Middle Market segments, gather critical information, swiftly assess type of inquiry and determine the level of complexity to process or direct the work to the appropriate area for handling. • Interact professionally with clear, effective communication and set the appropriate expectations on the timeline of deliverables. Conduct timely follow ups as needed to keep client / broker informed of status. • Responsible for handling inquiries, such as form requests, EOI and claims status, contact changes, billing / commission questions and providing timely responses to the client or broker. • Manage and monitor requests within internal systems and refer changes to support team, while still maintaining oversight of delivery for timeliness and accuracy. • Coordinate with internal business partners to ensure client needs are met and potential problems are averted. • Demonstrate the ability to work with appropriate Group Benefit Solutions resources to resolve service inquiries. • Develop and maintain business partnerships to ensure service issues are managed proactively, accurately and effectively with all business partners. • Possess extensive knowledge of products and services and a thorough understanding of processes related to servicing clients / brokers. • Participate in regularly scheduled feedback, training and information exchange sessions with key business partners. What You'll Bring: • Bachelor’s Degree or equivalent previously related work experience; minimum of 2 years experience in customer service. • Strong understanding of group products and services, with demonstrated expertise in STD and LTD products. • Ability to quickly understand the client’s needs and expectations. • Proven ability to operate in a fast-paced, customer service environment. • Demonstrated organizational, time management and interpersonal skills. • Strong analytical ability and attention to detail. • Ability to effectively solve issues to resolution. • Preferred minimum two years’ experience with multiple software and system-based applications, including Microsoft Office Suite. • Strong verbal / written communication and organizational skills to effectively communicate and interact with all levels and functions within the organization. • Ability to manage multiple and divergent priorities and deadlines, high volume of service requests and work independently and proactively, negotiate and manage expectations for mutually acceptable solutions. ​ Pay Transparency Salary range: $50,000-$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. Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications, and job location. In addition to base salary, employees may also be eligible to participate in an incentive program. 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 here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Diversity Promise We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership. 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. ​Job Requisition ID: 92445 #GBS