Client Service Representative - Institutional Annuities

 

Location Designation: Hybrid - 3 days per week

 

 

Client Service Representative – Institutional Annuities:

The Role:
This role provides a great opportunity to learn all aspects of our Structured Settlement Annuity product. In this role, you will serve as the Structured Settlement Annuities Departments front line, answering questions from payees and Structured Settlement brokers. You will process service requests, financial transactions, and death claims. You will also work closely with our Sales Desk while onboarding new business and distributing contracts. Every day will provide a new opportunity for you to learn, helping you grow and develop with each interaction, keeping you engaged and the role interesting.

Training & Development:
Client Service Representatives undergo in-house training to learn about the product, contract provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills for you to be successful.

Required Qualifications
• A minimum of a bachelor’s degree and/or equivalent and related work experience
• Strong problem solving and organizational skills
• Passionate to help others
• Excellent oral and written communication skills
• The ability to work and thrive in a team environment
• Strong attention to detail
• Accountable, ethical, good decision-making ability

Desired Qualifications
· 1- 2 years of related experience
· Knowledge of annuities, Structured Settlement knowledge a plus
· Client service experience

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Pay Transparency

Salary Range: $45,000-$52,000

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.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

 

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site .

 

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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. To learn more about career opportunities at New York Life, please visit the Careers page of .

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs.

Job Requisition ID: 92427