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Posted: Tuesday, November 7, 2017 6:50 AM

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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.

New York Life is one of the most financially strong and highly capitalized insurers in the business. The company reported 2016 operating earnings of $1.954 billion. Total assets under management at year end 2016, with affiliates, totaled $538 billion. As of year-end 2016, New York Lifes surplus was $23.336 billion**. New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moodys Aaa; Standard & Poors AA+. (Source: Individual Third Party Ratings Report as of 8/17/16).

Financial strength, integrity and humanitythe values upon which New York Life was foundedhave guided the companys decisions and actions for over 170 years.

Are you a personable, customer-service oriented individual? Are you interested in helping people protect their future? Are you interested in a career with an industry leader? If so, New York Life Insurance Company may be the company for you.

New York Life's Service Organization strives to provide best in class service by making every service experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer focused accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.

Working within our Service Organization, the Representative will work under the direction of the Recurring Set Up Manager.

Primary Responsibilities:

  • Processes service requests with supervision.
  • Works within established departmental procedures to resolve common service related issues such as not in good order situations.
  • Answers Agent and Policyholder calls related to service requests within the Recurring Set Up team processes.
  • Within regulatory guidelines, transacts financial activity on policyholder accounts in a timely manner, with quality and efficiency levels as determined by department guidelines.
  • Acts as a technical expert in service requests listed above.
  • Develops and maintains working knowledge of administrative and mainframe systems needed to process service requests.
  • Assists team members on a daily basis to complete service requests in order to meet departmental and regulatory standards.
  • Communicates technical content in a clear manner to policyholders, agents and team mates.
  • Suggests improvements to existing service related processes.


  • Associates, or Bachelors degree preferred, or equivalent years of related experience
  • The ideal candidate would have customer service and administrative experience (i.e., retail, banking, insurance, and/or real-estate)
  • Strong computer skills and ability to multitask within a fast paced environment

Training & Development:

Customer Service Representatives undergo on-site training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.

Shift Information:

This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8 am 7 pm during the work week. Final shift will be determined after hire and based on business need.


Competitive full-time base salary, overtime eligibility plus target bonus


Paid Vacation, Health Care, 401K match, Pension Plan, Tuition 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.


If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.

*Based on revenue as reported by Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual), Fortune Magazine, June 17, 2016. See (link removed) for methodology.

**Total surplus, which includes the Asset Valuation Reserve, is one of the key indicators of the companys long-term financial strength and stability and is presented on a consolidated basis of the company.

1. Operating earnings is the key measure use by management to track Companys profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US (GAAP), with certain adjustments Company believes to be appropriate as a measurement approach (non GAAP), primarily the removal of gains or losses on investments and related adjustments.

2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.

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• Location: Dallas

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