Customer Service Agent

$32,000 - $39,000/Yr

New York Life - Houston, TX

Full-time - Entry Level

Houston, TX

Insurance Carriers and Related Activities

About the position

The Customer Service Representative position at New York Life involves engaging with clients, addressing their inquiries, and promoting the company's insurance and financial products. This role is essential for delivering exceptional customer experiences while driving sales and ensuring client satisfaction.

Responsibilities

• Respond promptly and professionally to client inquiries via various communication channels, including phone, email, and chat.
• Provide accurate information about New York Life's insurance and financial products, coverage options, policy terms, and benefits.
• Address client concerns and issues, ensuring timely resolution and maintaining a high level of client satisfaction.
• Collaborate with cross-functional teams to coordinate and facilitate the processing of policy changes, claims, and other client requests.
• Maintain accurate and detailed records of client interactions, transactions, and communications in the company's systems.
• Educate clients about policy features, payment options, billing inquiries, and account management tools.
• Identify opportunities to enhance the client experience and make recommendations for process improvements.
• Stay updated with industry trends, products, and services to provide clients with relevant and up-to-date information.
• Support the sales team by assisting with client onboarding, policy applications, and information gathering.

Requirements

• High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
• Experience in customer service or client-facing roles, ideally in insurance or financial services.
• Excellent verbal and written communication skills.
• Strong problem-solving and analytical skills.
• Proficient in computer systems and software for data entry, documentation, and communication.
• Ability to multitask and manage time effectively in a fast-paced setting.
• Empathetic and patient with a genuine desire to assist clients.
• Detail-oriented and organized in handling client requests and inquiries.
• Bilingual skills are a valuable asset.
• Must be licensed or willing to obtain a Life & Health Insurance license.
• Sales experience is preferred.

Benefits

• Life insurance