Location Designation: Remote

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.

Position Summary: Working under the direction of the Attained Aged Term Conversion Manager, the Attained Aged Term Conversion analyst will conduct reviews to ensure for accuracy and that quality standards are met for all customer information included in Term Conversion applications. This individual will work closely with Agents and others from our General Offices located throughout the country.

• 
  Process routine transactions on life products with regard to Term Conversions
• Retrieve assigned work in the new business processing system and accurately complete in a timely manner.
• Review and facilitate revisions of term conversion cases for accuracy and ensuring all quality standards are met.
• Research customer inquiries and follow-up to ensure customer satisfaction.

Major Responsibilities:

1. Review Term Conversion cases for completeness and accuracy to determine if they are contractually eligible to convert to a permanent policy. This tends to be a high volume, therefore, it is imperative that one is efficient without compromising attention to detail.

2. Communicate the non-contractual conversion requests from clients to the Underwriting team in a timely manner.

3. Communicate effectively and professionally with staff at General Offices, agents, co-workers and other NYL employees, in a timely manner while providing outstanding service.

4. Maintain production standards and turnaround times established by management.

5. Respond to queries from staff in the General Offices and other New York Life internal departments regarding Term Conversion requests.

6. Contribute to process and procedure improvements and efforts to maintain a high level of customer service.

Qualifications:

• Strong oral and written communication skills, strong customer service skills required
• College Degree Preferred
• 0-3 years of relevant experience
• Requires a working knowledge of MS Office, Power Point. Lotus Notes a plus

Salary range: $35,000-$55,000

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: 88798