Retail Annuities Customer Service Representative

Job Requisition ID: 90570 

Location Designation: Hybrid - 3 days per quarter 

*Must be within 50 miles of Cleveland, OH or New York, NY*

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.

Be part of a dynamic team at Retail Annuities, pioneering innovative solutions to help people build better retirements. Develop and market diverse annuity products that empower individuals across multiple distribution channels. By contributing to industry-leading sales across Guaranteed Income, Fixed Deferred, and Variable annuities, you will directly impact the lives of clients and fuel the company's growth. Be the driving force behind retirement security, leveraging your expertise to make a meaningful difference in people's lives.

Role Overview:

The Service Analyst role is remote with scheduled purposeful presence days 3 days on-site per quarter. In-office days allow employees to network with management and coworkers from your team as well as other teams, provide onsite mentoring and training, and work on career development with your manager. Candidates must live within 50 miles of the Cleveland, Ohio or Manhattan, New York office. Special consideration given to allow for fully remote work for FINRA licensed individuals. New York Life’s focus on providing best in class service is the hallmark of what we do. We have countless internal mobility options in many different areas and departments. The Service Analyst role will help you develop the needed skills, experience, and connections to grow into a variety of roles including quality control, training, underwriting, claims, sales, marketing, management, and product development.

What You’ll Do:

• Point of contact for customer inquiries and requests.

• Effective decision making based on comprehensive case analysis

• Develop and maintain working knowledge of systems needed to develop good knowledge of all products, software applications, and processes

• Demonstrate valuable interpersonal skills

• Handling exceptions, escalations, and technical issues while complying with the New York …