A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.
Recurring Payments Customer Service Representative
Working under the direction of the Recurring Setup Manager, the Representative will work to achieve the goals of processing the following service transactions, but are not limited to; processing dividend option changes, process recurring set up using bank information provided, processing recurring set up payments with funds, process recurring set up OPP calculations, process record corrections to recurring set up draft dates, and answering recurring setup calls.
The Representative is expected to work with supervision from the manager and assistance from the more senior team members (CS3, CS4). They will work with other members of the Recurring Setup Team to provide timely, efficient, and accurate service to policyholders, agents, and employees of related service teams. The Representative can handle service requests within the listed processes above. They will be expected to follow procedures as outlined in the departmental Business Process Documentation Database.
If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.