New York Life Insurance Company · 3 hours ago
Client Service Representative- Institutional Annuities
Jersey City, NJ
Full-time
Hybrid
New Grad, Entry Level
$45K/yr - $52K/yrNew York Life Insurance Company is a well-established institution with a long legacy in financial services. They are seeking a Client Service Representative to support their Institutional Annuities business, ensuring retirees receive their earned benefits through accurate and compassionate service.
FinanceFinancial ServicesInsurance
Responsibilities
Handle inbound calls, deferred participants, beneficiaries, financial institutions, and contract holders through inbound phone support
Interpret group annuity contracts and retirement certificates to accurately calculate and process retirement and death benefits
Process annuity payments and other transactions with precision, timeliness, and care
Review forms and supporting documentation to ensure completeness, accuracy, and compliance
Research and locate participants with due or unpaid benefits, helping ensure no one is left behind
Manage an assigned caseload proactively to meet service and quality standards
Ensure all work aligns with internal controls, regulatory requirements, and audit standards
Contribute to team initiatives, process improvements, and departmental projects
Qualification
Required
Strong analytical and problem-solving skills, with attention to detail
Proficiency in Microsoft Word and Excel, and comfort navigating multiple systems
Excellent organizational and time-management skills with the ability to multitask
Clear, professional written and verbal communication skills
Previous customer service experience, ideally in a regulated or service-driven environment
Ability to work independently while collaborating effectively with a team
Willingness to follow established procedures and stay current with internal controls
Preferred
Bachelor's degree
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
New York Life Insurance Company
For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.
Founded in 1845
10001+ employees
H1B Sponsorship
New York Life Insurance Company 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
2025 (149)
2024 (99)
2023 (85)
2022 (77)
2021 (48)
2020 (65)
Funding
Current Stage
Late StageLeadership Team
Don Vu
Senior Vice President, Chief Data & Analytics Officer
Deepa Soni
Executive Vice President and Chief Information Officer
Recent News
2026-01-13
2026-01-05
Insurance News in the United States
2025-12-13
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