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New York Life Insurance Company – Corporate HQ-Dallas, TX, 75206
Description: Establish and maintain high quality customer relationships - assessing customer administrative needs and responding to them effectively and tactfully. - Assist in the processing of routine financial and non-financial transactions on variable policies with expediency and accuracy. - Review customer source documents for daily routine transactions and determine if paperwork is "in good order" for processing. - Issue routine correspondence to customers/agents. - Act as support to internal staff with regard to researching administrative issues and inquiries. - Pull research document...
Services Assistant Jobs in Dallas, Texas Jobs
New York Life | Dallas, TX, 75219, USA | 1-2
Job Title Senior Service Assistant Job Function and Key Duties & Responsibilities Establish and maintain high quality customer relationships - assessing customer administrative needs and responding to them effectively and tactfully. . Assist in the processing of routine financial and non-financial transactions on variable policies with expediency and accuracy. . Review customer source documents for daily routine transactions and determine if paperwork is "in good order" for processing. . Issue routine correspondence to customers/agents. . Act as support to internal staff with regard to rese...
New York Life | Dallas Service Center, TX, 75219, USA | 1-2
Job Title Service Assistant Job Function and Key Duties & Responsibilities Establish and maintain high quality customer relationships - assessing customer administrative needs and responding to them effectively and tactfully. . Assist in the processing of routine financial and non-financial transactions on variable policies with expediency and accuracy. . Review customer source documents for daily routine transactions and determine if paperwork is "in good order" for processing. . Issue routine correspondence to customers/agents. . Act as support to internal staff with regard to researching...
New York Life Insurance Company – Corporate HQ Jobs
New York Life Insurance Company – Corporate HQ | New York City, NY, 10010 | 2-5
Description: This position will present the opportunity for an individual to participate in all phases of the System’s project life cycle. However, the primary job responsibilities will entail collaborating with the business units, technical teams and support teams to gather business requirements, assess technical/business impact to the service operation and develop alternative solutions when necessary. In addition, the candidate will have the opportunity to support a major strategic initiative, and administrative systems for the Bank and Brokerage Distribution Channel. Testing abilities ma...
New York Life Insurance Company – Corporate HQ | Eastern/Billings, MT, 59103 | >3
Description: Process simple and complex applications Deal effectively with Sales Force and NYL underwriting for case management Assemble policies and determine delivery requirements for agents Perform accounting tasks Communicate with agents, clients, and service centers. Professionally answer phone Participate in continuing education Qualifications: College Degree Preferred Minimum of three years customer service and/or administrative experience Proficient in Microsoft Office and ability to learn NYL systems Ability to work in a team environment, as well as excel independently Strong inter...
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