New York Life Insurance Company Customer Service Representative - Contracting & Licensing - 55535 in Tacoma, Washington
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 Life’s 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; Moody’s Aaa; Standard & Poor’s AA+. (Source: Individual Third Party Ratings Report as of 8/17/16).
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.
Primary Responsibilities :
Processing agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions.
Providing customer service to policy holders and agents
Supporting agency management in the recruiting and on-boarding of new agents to include setting up cubicle, mailbox, phone/ voicemail, stationery and business cards, brochures and sales materials.
Support agency management in supervision of agents including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports.
Participates in event planning for training sessions, kick-off events and other meetings.
Receptionist duties; answering incoming calls, greeting customers and potential agent candidates.
Daily correspondence including email, bulletins, opening mail, etc
Associates, or Bachelor’s degree preferred, or equivalent years of related experience
Minimum 2 – 5 years of related Administrative Assistant experience highly preferred
The ideal candidate should have experience managing expense reports, complex calendars, reports, and email communications
Strong computer skills and ability to multitask
Strong written and verbal communication skills required
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- Based on revenue as reported by “Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual),” Fortune Magazine, June 17, 2016. See http://fortune.com/fortune500/ for methodology.
** Total surplus, which includes the Asset Valuation Reserve, is one of the key indicators of the company’s long-term financial strength and stability and is presented on a consolidated basis of the company.
Operating earnings is the key measure use by management to track Company’s 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.
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.