Apogem Capital · 17 hours ago
Life Insurance New Business Service Representative 93041
Apogem Capital is part of New York Life's Field Service Team, which focuses on delivering exceptional experiences for agents and clients. The Life Insurance New Business Service Representative will support agents by managing insurance policy applications and providing excellent customer service.
Financial Services
Responsibilities
Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process
Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office
Answer incoming calls, greeting customers and potential agent candidates may be required
Qualification
Required
The ideal candidate should have 2 or more years of customer service and administrative experience
Strong computer skills with proficiency in the Microsoft Office Suite
Demonstrated ability to multitask effectively
Strong written and verbal communication skills required
Preferred
Associates, or Bachelor's degree preferred, or equivalent years of related experience
Benefits
Paid Vacation
Health Care
401K match
Pension Plan
Tuition Assistance
Flexible Spending Accounts
Student Loan Repayment Program
Company
Apogem Capital
Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.
H1B Sponsorship
Apogem Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageRecent News
AltAssets Private Equity News
2025-11-26
2025-11-24
Company data provided by crunchbase