Sr. Representative, Variable Annuities Call Center

Variable Annuity Call Center Representative Location Designation: Hybrid - 3 days per quarter Join Service Experience, the engine powering exceptional experiences for New York Life's clients, agents, and beneficiaries. You'll play a vital role in creating seamless customer experiences that build confidence, trust, and loyalty. Whether you're directly supporting clients throughout their life insurance needs or implementing innovative digital solutions, your work impacts the quality of every interaction. Role Overview In-Force Service is looking for a high-energy, self-motivated individual to join our Variable Annuity Call Center team! This role serves as a key point of contact for agents and policy owners, delivering high-quality service in a fast-paced, highly regulated environment. The ideal candidate is a proactive problem solver who can think critically, take initiative, and ensure timely, accurate handling of service requests in line with compliance and quality standards. This individual will also contribute to continuous improvement efforts that enhance team efficiency and the overall customer experience. Our comprehensive training program will provide you with everything you need to assist our clients while providing exceptional customer service. What You'll Do Deliver personalized service to policy owners and agents through inbound calls, including handling Variable Annuity inquiries, resolving issues, and processing requests Assess customer needs and make informed decisions using knowledge of products, systems, and regulatory guidelines Review and process in-force transactions with speed, accuracy, and adherence to compliance standards Compose clear and accurate correspondence for agents and clients De-escalate complex or sensitive situations to achieve effective, mutually beneficial resolutions Collaborate with team members to meet departmental goals and maintain service standards Serve as a subject matter expert on projects requiring research, analysis, and problem-solving Continuously build knowledge and skills to handle increasingly complex transactions and improve service delivery What You'll Bring Required High School Diploma or GED FINRA Series 6 or 7 Excellent verbal, written, and listening skills Strong interpersonal skills Proficient PC skills, including Word, Excel, and PowerPoint, navigating websites Preferred: Associates, or Bachelor's degree 2+ years of experience in a customer service environment strongly preferred Demonstrated success in creating positive experiences for customers Strong technical and analytical skills, including experience running, manipulating, and interpreting reporting data Pay Transparency Salary Range: $46,500-$66,500 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.