Call Center Representative - Onboarding Funds

  • Competitive
  • Cleveland, OH, USA
  • Permanent, Full time
  • New York Life Insurance Company
  • 12 Dec 18

Call Center Representative - Onboarding Funds

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 .

New York Life's Service Organization is hiring Customer Service Representatives for its Cleveland Service Center in Cleveland, Ohio office. The Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer- focused, accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.
The position is expected to provide outstanding customer service and support to the Field, addressing their Product and Funds Onboarding-related inquiries that are received through our call queue or written request.

Primary Responsibilities:

  • Handle high volume of external inbound agent inquiries
  • Provide assistance and status updates to callers on pending items and application requirements both expediently and accurately.
  • Ability to handle most customer interactions independently.
  • Ability to explain basic information in functional area.
  • Assist team members daily to complete work in order to meet departmental and regulatory standards.
  • Process requirement items when idle or upon request

  • Associates, or Bachelor's degree preferred, or equivalent years of related experience
  • Minimum 2+ years of customer service and/or call center experience required
  • Accountable, ethical, good decision-making ability
  • Strong written and verbal communication skills required
  • Good computer skills and ability to multitask
  • Excellent time management skillset
  • Attention to Details

Training & Development:
Customer Service Representatives undergo a comprehensive paid on-site training program to learn about the insurance industry, phone soft skills, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.

Shift Information:
This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 9:30 - 6pm during the work week



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