Most recent job postings at New York Life Insurance Company
via Jobs At New York Life Insurance posted_at: 2 days agoschedule_type: Full-time
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 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.

GBS

Do you enjoy helping people? Do you thrive in a fast paced, customer focused environment? Then start your rewarding career as a part of our growing Customer Service team!

As a Contact Center Customer Service Advocate, you will help and work with customers to improve their health, well-being and sense of security.

As a Customer Service Advocate, you are offered extensive, paid hands on training, a supportive post-training environment to pave your success. New York Life encourages career development and offers continuing educational resources internally and externally to help you in your career advancement.

Role Summary

In this pivotal role, the Customer Service Advocate receives inbound customer calls on general inquiries regarding Short Term and State Disability benefits, eligibility, coverage and payment status, as well as provide solutions for customers and clients via phone.

Creative problem solving, critical thinking and empathy skills are essential. Professional interaction, active and passive listening skills and the ability to utilize computer- based resources in a highly effective manner to educate and provide accurate responses to customer inquiries is crucial for success in the role, along with the innate ability to be compassionate and empathetic when appropriate when handling complex customer inquiries.

Customer Service Advocate respond to customer inquiries primarily regarding:
• Eligibility associated with their disability
• Understanding of claim status
• Understanding of claim payments related to disability plans
• Researching customer information and inputting data into designated system.

Customer Service Advocates are measured on:
• Direct feedback from customer via post call surveys, which include:
• The ability of the customer service advocate to resolve their inquiry
• Their satisfaction with the overall experience while they spoke with the advocate
• The level of effort that the customer experienced in resolving their inquiry
• Internal quality assessments that measure how accurately and efficiently the customer service advocate responded to the inquiry

Core Competencies of this role:
• Customer Focus- Consistently goes above and beyond to understand customer requirements and surpass their expectations.
• Communicates Effectively- Proactively shares a great deal of information; considers what others want to know, not just what they need to know.
• Manages Conflict- Shows a positive approach in times of conflict and helps to dispel tension when there are differences of opinion.
• Situational Adaptability- Swiftly determines when flexibility is required and skillfully shifts own approach.
• Nimble Learning- Consistently asks meaningful questions of others to learn from their experience and knowledge.
• Optimizes Work Processes- Consistently adheres to defined and communicated standards, methods, and procedures.

You are the right person if you have:
• High School Diploma or equivalent required, Associates or Bachelor’s degree preferred
• Customer service experience preferred
• Intermediate proficiency in Microsoft Office Suite; high level capacity to multitask independently and on a computer
• Excellent written and oral communication skills
• Ability to perform in a high volume, fast paced call center environment
• Proven ability to work independently as well as a productive member of a team
• Exceptional organizational and time-management focus

Shift Information:

Candidates must be available to work the following schedule:
• Monday - Friday:
• Start time b/w 10:00am – 11:30am EDT / 9:00am – 10:30am CDT
• End time b/w 7:00pm – 8:00pm EDT / 6:00pm-7:00pm CDT

Technology Requirements:
• Functioning broadband (cable/DSL) should meet the following minimum requirements 50mb download/20mb upload speed.

Hybrid training – Monday and Friday work from home and Tue-Thu onsite *up to the first 180 days* After your training, you will transition to full time work from home. Must live within 50 miles of our Plano location 1640 Dallas Parkway Plano, TX 75093.

#LI-LS1

#LI-HYBRID

#LI-REMOTE

Salary range: $32,500-$47,500

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: 88860
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via LinkedIn posted_at: 2 days agoschedule_type: Full-time
Location Designation: Fully Onsite/Essential Employees 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 Location Designation: Fully Onsite/Essential Employees

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.

Role Description:

New York Life has 115 General Offices throughout the country. The General Office is the company’s first point of service for our agents and policyholders.

This position is a management training position for the role of General Office Operations Manager. The training program is focused around both the operational aspects of the role as well as the leadership skills required to lead the Service Team in the General Office.

Operational training will include procedural and compliance knowledge surrounding the administration of new business for our products, including life insurance, annuities, long term care, mutual funds and disability insurance. It also includes agent contracting and licensing processes and service functions for internal and external customers.

Leadership training includes soft skill development, staff performance management, planning and organizing workflows and staff deployment, staff hiring and training, budgets and expense management.

The training program will prepare the associate to participate in the management operations of the General Office by working closely with the field management team on important decisions that affect the General Office operation, agent and policyholder service, and staff development.

The training program will prepare the associate to contribute to the development of agents by conducting training classes related to life applications, inforce service, agent compensation, and benefits.

Following the structured development program, approximately 1-2 years, the individual will be eligible for appointment as Operations Manager in one of our General Office locations.

Qualifications:
• Bachelor’s degree required
• Minimum 2 years of customer service and/or call center experience preferred
• Must complete Series 99 (Operations Professional FINRA Exam) within 1 year
• Ability to relocate across the United States within 12 to 24 months upon completion of development program (required)
• Travel throughout the United States may be required as an Operations Manager Trainee to better develop skills in a variety of environments
• Customer-focused, dedicated to and guided by a commitment to service excellence
• Accountable, ethical, good decision-making and problem-solving ability
• Ability to adapt to quick and constant change
• Strong written and verbal communication skills

Salary:

Competitive base salary, plus bonus eligibility

Benefits:

Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Student Loan Repayment Assistance, Flexible Spending Accounts

Career Opportunities:

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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.

Salary range: $42,500-$60,000

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.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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: 88787
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via Jobs At New York Life Insurance posted_at: 27 days agoschedule_type: Full-time
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 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.

New York Life Insurance (NYL) is seeking an experienced professional to join our dynamic, high-performing team with a focus on providing top level service to our institutional clients with an industry leading business unit.

New York Life Insurance Company (“New York Life” or “the company”) is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey New York Life in Mexico. Financial strength, integrity and humanity—the values upon which New York Life was founded have guided the company’s decisions and actions for over 170 years.

New York Life is one of the most financially strong and highly capitalized insurers in the business. The Institutional Life (IL) department offers sophisticated life insurance products in the Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI) and corporate sponsored markets, designed to support highly compensated executives and professionals.

As a professional on an IL team, you will have the opportunity to make an impact within a group of other professionals by utilizing your unique skill in an entrepreneurial environment that promotes career growth. This role will collaborate across the IL Case Management teams to improve processes and help modernize the business. If you are looking for a career path in financial services and have strong interpersonal skills, strong analytical skills, and strong attention to detail then this is an excellent opportunity to join New York Life.

Primary Responsibilities:

This role requires a great deal of technical and interpersonal skills; in this role you will be responsible for responding to complex requests from servicers and policy owners. The process will entail reviewing new business paperwork, adhoc inquiries for information which do not have a pre-built report and providing responses that are organized and easy to understand.

On the Relationship Management team success means having an intuitive approach to gathering and organizing data, being self-motivated and having a keen eye for detail. This position will report to the Manager of the Relationship Management team. Areas of responsibility may include COLI and BOLI New Business, COLI complex processing support, and Exempt Fund support. This is an excellent opportunity for a highly competent, driven, “team-first” professional to join an organization that values teamwork, service to community, and a client-first approach to business.

Responsibilities for this role include:
• Review new business paperwork for good order based on product guidelines
• Preparing new business packages for delivery to servicers
• Process new business cases utilizing multiple sources of data and interacting with various systems to complete the process
• Provide service to brokers and servicing officers regarding new business submissions and other miscellaneous questions
• Support the Processing team by reviewing ‘outside the box’ questions and provide timely answers
• Run reports on a scheduled and adhoc basis for premium capacity, cash values, and other reports as requested
• Quality/peer review the data inputs from the New Business team and the Processing team as needed
• Quality review/peer review and sign off for policy related disbursements
• Assist in maintaining complex processing procedures and update as necessary
• Perform analysis involving sophisticated life insurance products, which may include policy administration, investment reporting and resolving business-sensitive issues
• Apply mathematical and financial acumen to complex business case scenarios
• Interact with Accounting Department, research problematic accounting and assist with resolution
• Project management and support with strong prioritization skills
• Support business improvement initiatives

Qualifications:
• Strong interpersonal skills
• Strong critical thinking skills and attention to detail
• Strong computer skills; proficient knowledge of Microsoft Word, Excel, and Access
• Strong project management skills
• Strong written and oral communication skills
• Ability to “think outside the box” and implement creative solutions
• Ability to prioritize and multi-task without supervision
• Experience within the COLI and BOLI industry preferred
• Experience with COLI and BOLI plan designs preferred, i.e.: Split Dollar, Deferred Compensation, and 162 Bonus Plans a plus
• Actuarial experience a plus
• Advanced understanding of life insurance and 7702 a plus

Education:
• Bachelor’s degree with 5+ years equivalent related experience
• FINRA Series 6 designation must be obtained within 12 months of hire
• Professional designation or working toward a designation such as FLMI; obtain Loma 1 and 2 within 12 months of hire

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

#LI-KH1

#LI-HYBRID

Salary range: $47,500-$70,000

Overtime eligible: Exempt

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.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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: 88514
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via Jobs At New York Life Insurance posted_at: 15 days agoschedule_type: Full-time
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 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.

GBS

Benefits offered: 401k, Medical, Dental, Vision, Tuition Reimbursement, Student Loan Repayment

Job Description:

The LTD Claim Manager will manage an assigned caseload of Long Term Disability cases. This includes management of claims with longer duration and evolving medical conditions. LTD Claim Managers will have meaningful and transparent conversations with their customers and clinical partners in order to gather the information that is most relevant to each claim. It also requires potentially complex benefit calculations on a monthly basis. The candidate will also evaluate customer eligibility and interact with internal and external customers including, but not limited to, customers, employers, physicians, internal business matrix partners and attorneys etc. to gather the information to make the decision on the claim.

As a Long-Term Disability Claims Examiner, you will:
• Proactively manage your block of claims by regularly talking with and knowing your customers, their level of functioning, and having a command of case facts for each claim in your block.
• Develop and document Strategic Case Plans that focus on the future direction of the claim using a holistic viewpoint
• Find customer eligibility by reviewing contractual language and medical documentation, interpret information and make decisions based on facts presented
• Leverage claim dashboard to manage claim inventory to find which claims to focus efforts on for maximum impact
• Have discussions with customers and employers regarding return to work opportunities and communicate with an action-oriented approach.
• Work directly with clients and Vocational Rehabilitation Counselors to facilitate return to work either on a full-time or modified duty basis
• Ask focused questions of internal resources (e.g. nurse, behavioral, doctor, vocational) and external resources (customer, employer, treating provider) in order to question discrepancies, close gaps and clarify inconsistencies
• Network with both customers and physicians to medically manage claims from initial medical requests to reviewing and evaluating ongoing medical information
• Execute on all client performance guarantees
• Respond to all communications within customer service protocols in a clear, concise and timely manner
• Make fair, accurate, timely, and quality claim decisions
• Adhere to standard timeframes for processing mail, tasks and outliers
• Support and promote all integration initiatives (including Family Medical Leave, Life Assistance Programs, Integrated
• Personal Health Team, Your Health First, Healthcare Connect, etc.)
• Clearly articulate claim decisions both verbally and in written communications
• Understand Corporate Compliance, Policies and Procedures and best practices
• Stay abreast of ongoing trainings associated with role and business unit objectives

Qualifications
• High School Diploma or GED required. Bachelor's degree strongly preferred.
• Minimum of 3 years of Disability Claims experience
• Experience in hospital administration, medical office management, financial services and/ or business operations is a (+)
• Comfortable talking with customers and having thorough phone conversations.
• Excellent organizational and time management skills.
• Strong critical thinker.
• Must be technically savvy with the ability to toggle between multiple applications and/ or computer monitors
• simultaneously
• Ability to focus and excel at quality production
• Proficiency with MS Office applications is required (Word, Outlook, Excel).
• Strong written and communication skills demonstrated in previous work experience.
• Specific experience with collaborative negotiations.
• Proven skills in positive and effective interaction with ambitious customers.
• Experience in effectively meeting/exceeding individual professional expectations and team goals.
• Must have the ability to work with a sense of urgency and be a self-starter with a customer focus mindset.
• Comfortable giving and receiving feedback.
• Flexible to change and highly coordinated
• Demonstrated analytical and math skills.

Critical Competencies:
• Decision Quality
• Communicate Effectively
• Action Oriented
• Manages Ambiguity
• Customer Focus

This position can be offered as a full-time work from home position for candidates with appropriate experience.

Technology Requirements:
• Functioning broadband (cable/DSL) should meet the following minimum requirements 50mb download/20mb upload speed
• Ability to hardwire into internet connection

#LI-LS1

#LI-REMOTE

Salary range: $45,000 - $70,000

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

This position is eligible for health and wellness benefits including but not limited to paid vacation, health care insurance and flexible spending accounts, 401K match, and tuition assistance/student loan repayment program.

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: 87972
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via Jobs At New York Life Insurance posted_at: 21 days agoschedule_type: Full-time
Location Designation: 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 Location Designation:

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.

Build a purpose-driven career.

Our employees take pride in being part of a company that is committed to doing the right thing for customers and improving local communities through our culture of employee giving and volunteerism.

When you join our team, you’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. Most of our employees enjoy a blend of both remote and in-office work flexibility.

We invite you to bring your talents to New York Life! In our Leawood, Kansas office, we are seeking a highly talented and driven Customer Service Representative II to join our dynamic, high-performing team focused on providing top level service to our institutional clients with an industry leading business unit, Institutional Life (IL). IL offers sophisticated life insurance products in the Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI) and Corporate Sponsored markets.

This role is on the Processing team which supports the in-force policy maintenance and communication related to our BOLI and COLI products. As a Customer Service Representative II, you will be responsible for managing client related inquiries by providing top level service to our sophisticated clients and producers.

Primary Responsibilities:

The CSR is a critical role in our current and future state operations. This position will report directly to the Institutional Life Case Management - Processing Team Manager. This is an excellent opportunity for a competent, driven, “team-first” professional to join an organization that values teamwork, service to community, and a client-first approach to business.

Primary Responsibilities:
• Process policy transaction requests; premium payments, fund transfers and contract changes
• Reconcile daily transaction activity and prepare policy value reporting to confirm activity
• Provide policy value reporting to outside offices on an as needed basis
• Interact with internal departments throughout the company
• Become knowledgeable on premium tax calculations to verify policy values i.e.; cash value, guideline, 7-pay, COI's, target & excess premiums
• Support business improvement initiatives

Qualifications:
• 1+ years of customer service experience in Financial Services, Banking or Insurance industry preferred
• Strong critical thinking skills and attention to detail
• Strong computer skills; proficient knowledge of Microsoft Word, Excel, and Access
• Strong written and oral communication skills
• Ability to prioritize and multi-task without supervision
• Understanding of COLI and/or BOLI products is preferred

Education:
• Bachelor’s degree preferred, High School Diploma or GED required
• Must be able to obtain FINRA Series 6 designation within 1 year of employment
• Professional designation or working toward a designation such as FLMI; obtain Loma 1 and 2 within 12 months of hire

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

#LI-KH1

#LI-HYBRID

Salary range: $32,500-$47,500

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.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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: 88471
Show more details...
via Jobs At New York Life Insurance posted_at: 25 days agoschedule_type: Full-time
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 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.

Role Summary:

The role of the Data Analyst is to engage business stakeholders and be part of project teams to understand, verify and document business requirements with a core focus on data needs, including but not limited to how data are linked to business strategy, architected/modeled, created/procured, required for operational and analytical usage, shared, measured for data quality, protected/secured, and retained. The output from these analyses are data plans, that are the basis for utilizing existing data capabilities and evolving new data capabilities to deliver solutions and meet business needs. The role requires strong fundamental problem analysis and solving skills, and effective communication skills to translate business data requirements to Data Architects/Modelers, Engineers/Wranglers, Data Owners/Stewards, BI Solution Developers, and other business and technical roles. The role could potentially involve supporting Data Governance and Logical Data Modeling.

Key Responsibilities:
• Support a data and analytics demand intake process, by guiding requestors to define the needs, and performing triage on the solution development direction
• Engage business leaders/staff and technology leaders/staff in an end-to-end process to understand and communicate data requirements and translate to develop solutions
• Apply problem-solving techniques to determine impact, root cause analysis, and solution options
• Test solutions to verify traceability to requirements
• Data Governance: Understand key business and technical decisions through-out the lifecycle of data. Own the evolution and champion adoption of key data governance capabilities including data cataloging, metadata management, lineage, data quality and master data management. Engage and support Data Owners and Data Stewards.
• Logical Data Modeling: Understand data requirements and translate to conceptual and Logical Data Models (LDM). Model data attributes, data rules, and relationships. Facilitate development and consensus on data standards and rules. Translate LDM constructs to publish in data catalogs, and to Data Architects/Modelers, Data Engineers, BI Developers and Data Scientists.

Education/Training:

Required:
• Bachelor’s degree; equivalent work experience accepted

Preferred:

M.B.A. or Master’s in Management or Technology; equivalent work experience accepted

Previous Experience:
• 3-5+ years of relevant experience performing data analysis
• Experience in…
• solving problems of various low to high complexity
• developing insights from the analysis of data
• use of process and data modeling techniques and tools to represent current state and future state design and concept of operations
• leading/driving common business glossary/terminology, definitions and business rules
• using and supporting various data management tools and technologies including but not limited to data cataloging, data quality/profiling, and data lineage
• Data warehousing, business intelligence/reporting, analytics and/or data science
• Master Data Management projects and capabilities is highly desirable
• making and delivering presentations to business and technical staff
• supporting change and managing transitions is highly desirable the Insurance industry is highly desirable

Required Skills/ Knowledge:
• Ability to understand and analyze data needs in a business, process and analytical context
• Ability to understand, represent and translate business data requirements - verbally and in written form - to a variety of business and technical roles
• Strong problem analysis and solving
• Strong ability to model current and future state business processes and data domains/entities
• Ability to discover and understand data, data models, data rules and causal relationships at a summary and detailed level
• Strong technical proficiency and demonstrated ability with data management technologies such as data quality profiling tools, data catalog, and master data management
• Ability to perform basic project management functions such as project plan development and resource / time estimation of tasks
• Ability to test solutions to determine traceability to requirements
• Demonstrated ability to collaborate, communicate, build relationships, mentor and influence a community of data professionals across lines of business and functional areas
• Strong written, verbal and communication skills with the demonstrated ability to work with all levels within the organization
• Ability to tell a story through presentations, to motivate and influence adoption of new ideas and capabilities
• Awareness of relevant and emerging financial services / insurance data standards a plus
• Familiarity with IT functions and services
• Ability to work in a fast-paced environment and manage multiple simultaneous priorities
• Ability to think end-to-end, connect moving parts, and anticipate and manage change impacts
• Ability to define and leverage metrics to drive performance and outcomes
• Demonstrated knowledge of configuring and administering data catalogs, data glossaries, and data quality solutions is a plus
• Working knowledge of MS Word, Excel, and PowerPoint
• Experience with visualization tools like Tableau is desirable
• Working knowledge of current and future information management technologies, trends and applications

Salary range: $90,000-$135,000

Overtime eligible: Exempt

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: 86301
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via Glassdoor posted_at: 23 hours agoschedule_type: Full-timework_from_home: 1
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 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.

GBS

The Account Executive role is a key part of our Group Benefit Solutions distribution organization that focuses on managing business relationships on inforce client’s mid/large size. (500-4,999 lives) The Account Executive will ensure exceptional service with clients and local brokers, and is responsible for proactive growth (upselling and cross selling), as well as the profitability and retention on an assigned book of business. We are seeking a candidate that is a self-starter who likes building relationships and driving sales opportunities that will thrive in a fast paced environment.

Qualifications: The ideal candidate should possess
• Knowledgeable resource regarding systems and processes internally/externally to meet the needs of clients
• Ability to quarterback routine/complex issues and willing to be assertive when necessary
• High energy and self-motivated who will work with a "sense of urgency" and a "take charge" attitude to partnering internally with matrix partners and external market needs
• Ability to navigate and develop relationships within a matrix organization (underwriting, sales, service partners)
• Demonstrates active listening, written and verbal skills
• Proactively identify and present client growth opportunities; work with matrix partners to guide successful implementation
• Team player, but able to work independently to reach common goals
• Well organized and able to handle multiple tasks at once while prioritizing as needed
• Be a local market resource that has in-depth knowledge of insurance coverages, products and staying abreast on industry updates/changes
• Be accountable to deliver an exceptional client and broker service experience

Job Responsibilities: Profitable Growth/Retention
• Develop book management activities to ensure optimum upsell penetration
• Foster and expands deep client and producer relationships
• Drive profitability/retention in order to hit annual goals
• Deliver and participating in all aspects of renewal process including census attainment, underwriting negotiations, creating/delivering renewal letters, follow up renewal acceptances
• Facilitate and negotiate policy changes with underwriting on behalf of clients/brokers
• Attend and participate in industry events to further expand knowledge and relationships
• Maintaining compliance tracking in all appropriate systems as needed(external meetings, pipeline, renewals)

Other Job Duties
• Participate in new hire and ongoing upskill training
• Be a resource, mentor, subject matter expert (internally/externally)
• Participate in special projects and bring forward process improvements with enthusiasm and strong work ethic

Teamwork
• Operates in a manner that promotes team success in conjunction with individual success
• Be honest and respectful in all dealings with clients/brokers and internal team
• Communicate effectively in ways that enhance productivity and builds respectful relationships

Role Competency
• Customer Focus
• Organizational Agility
• Problem Solving
• Informing
• Perseverance
• Interpersonal Savvy
• Priority Setting

Qualifications/Education Required
• Excellent communication (verbal and written), presentation, and interpersonal skills
• BA/BS Degree preferred
• Life/Accident/Disability/Leave experience preferred
• Licenses (Yes)
• Excellent MS Office skills
• Ability to use and present technology/online tools effectively
• Negotiation and influencing skills

Working Conditions
• Ability to travel domestically/overnight up to 30% may be required
• Base Pay + Incentive Comp
• Location: Field Sales office / WAH

#LI-LS1

Salary range:

Overtime eligible: Exempt

Discretionary bonus eligible: No

Sales bonus eligible: Yes

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: 88997
Show more details...
via Glassdoor posted_at: 23 hours agoschedule_type: Full-timesalary: 45K–70K a yearwork_from_home: 1
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 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.

Location: This is a work-at-home/remote position within a commutable distance (approximately 50 miles) of the designated office location: New York, New York, White Plains, New York, Jersey City, New Jersey, Cleveland, Ohio Tampa, Florida, or Dallas, Texas Service Centers

We are seeking a Senior Specialist in the Policy Accounting team within Specialty Services at New York Life. The Senior Specialist is responsible for supporting the Service Organization by researching and resolving both policy related and financial transactions so that company records are in compliance. The Senior Specialist will handle reviewing root cause analysis on out of balance conditions in the General Ledger accounts that impact both policy and financial records while maintaining strong quality measures and controls to mitigate risk. The Senior Specialist will also be expected to drive process improvements by collaborating with various business areas within the New York Life organization. Basic product knowledge and a high-level understanding of the downstream impacts of the administrative systems are required. The Senior Specialist will also play a key role in projects and initiatives within the area.

Responsibilities:
• Research and resolve accounting out of balance items for premiums received, free looks, loans, dividends, surrenders, 1035 exchanges, annuity benefits payout and death claims, etc for both the Agency and Third-Party Distribution channel.
• Process system adjustment entries and/or manual journal entries in SAP to support the reclassification of the assets and liabilities.
• Daily review and transfer of FINRA new premiums from the General Account to the Investment Account upon passing suitability and issuance of policy.
• Prepare the monthly FINRA reconciliations between the bank statements and the ledger account balances to support FINRA Regulatory Compliance standard.
• Assist in root cause and trending analysis to identify innovative solutions, increase efficiency, and improve the quality controls
• Develop, document, and modify desktop procedures as needed to maintain the Policy Accounting Knowledge Management SharePoint site accurately
• Assist with generating management reports as appropriate with guidance from management
• Participate in special projects as assigned by management, such as a new product, system enhancement, remediation efforts, department initiatives, quarterly and year end processes

Qualifications:
• Bachelor’s degree preferred; High School Diploma or GED Required
• 1+ years' experience in a Data and Research focused role preferred
• Demonstrated critical thinking and creative problem-solving skills
• Effective written and oral communication skills. Ability to present thoughts and ideas to various audiences
• Strong organizational skills and work with sense of urgency
• Agile to learn new skills and manage change efficiently
• Proficiency in MS suite is required, specifically with Excel

Salary range: $45,000-$70,000

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.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

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: 88972
Show more details...
via LinkedIn posted_at: 1 day agoschedule_type: Full-time
- - Show more details...
via LinkedIn posted_at: 5 days agoschedule_type: Full-time
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 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.

GBS

Alternate locations:

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. Under certain circumstances, will consider a remote option.

This role is responsible for leadership, strategy, and planning for customer engagement technologies and tools that support our goal of achieving service excellence. The leader will collaborate across operational teams, leveraging existing and new sources of data to provide insights needed within operations teams to serve customers efficiently and effectively. The leader will manage a team responsible for collecting data from calls, emails, and chats and from desktop activities. This leader will work closely with other leaders across service, claims, IT, and strategy to support and implement high-quality, data-driven decisions. The team will apply their knowledge of data analysis to solving real-world problems faced by our company and finding opportunities for improvement of service delivery.

Responsibilities:
• Lead cross-functional projects using advanced customer engagement tools and techniques including the Verint suite of Speech, Text, and data process analytics to discover insights that will guide strategic decisions and uncover optimization opportunities.
• Build and maintain service insights dashboards and performance metrics that illustrate opportunities and the resulting actions/value.
• Design and build the operations insights roadmap, governance process, and execution plan for the business related to customer engagement technologies.
• Lead the administration of domain specific technology tools and related vendor relationships.
• Oversee the design and delivery of reports and insights that analyze business functions and key operations and performance metrics.
• Recruit, train, develop and supervise analyst-level employees.
• Ensure accuracy of data and deliverables of reporting employees with comprehensive policies and processes.
• Examine, interpret and report results of analytical initiatives to stakeholder
• Organize and drive successful completion of service insight initiatives through effective management of analyst and data employees and effective collaboration with stakeholders.

Qualifications:
• Previous experience in mid- to large-size contact centers with analytical capacity with measurable impacts.
• Bachelor’s Degree required, Master’s degree preferred; Degree in Statistics or Linguistics preferred
• Must be proficient in MS Excel and have a solid background in all MS Office products
• Speech Analytics platform proficiency required
• Tableau or similar BI tools experience preferred
• SQL experience preferred
• Strong leadership skills with the ability to influence effectively to drive desired performance
• Results oriented individual who understands how their activities are impacting organizational performance objectives
• Comfortable in a fast-paced, constantly changing team-oriented environment
• Highly effective communicator, excellent written, verbal, and interpersonal communication skills.
• Comfortable with speaking to internal and external partners at all levels.
• Able to effectively communicate complex subject matter to non-technical audiences.
• Strong organizational skills, follow-through and demonstrated ability to multitask and meet deadlines
• Ability to work well and accept challenges in a fast-paced, dynamic organization
• A champion of new ideas
• Strength in working on self-managed projects in conjunction with other departments

This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday. Under certain circumstances, will consider a remote option.

Salary range: $95,000-$145,000

Overtime eligible: Exempt

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: 88527
Show more details...