Location Designation: Hybrid

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Position Summary

The Institutional Annuities (IA) Client Services & Operations Team is looking for a representative to join our Special ServicesTeam-Research. The candidate will support the administration of several IA businesses with a focus on activities related to participant pension payments.

Primary Responsibilities:

• Assist team members daily to complete work in order to meet departmental and regulatory standards
• Research and Review data of contract participants for accuracy
• Prepare correspondence to contract participants
• Monitor target response dates and follow-up in a timely manner as needed
• Ensure proper documentation in workflow applications and participant files
• Review forms and supporting documentation for completeness and accuracy
• Transact routine non-financial activity on client accounts with both expediency and accuracy
• Ability to explain basic information in functional area
• Ability to multi task and leverage organizational skills
• Effective decision making based on comprehensive case analysis
• Demonstrate Valuable interpersonal skills

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

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Salary range: $35,000-$50,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

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 volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. 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.

Job Requisition ID: 88915