Life Solutions Customer Service Representative

Posted Yesterday
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Dallas, TX, USA
Hybrid
42K-43K Annually
Entry level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
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The Role
Serve as primary customer contact for life insurance policy inquiries and transactions. Resolve routine and complex issues via phone and written channels, process payments and withdrawals, deliver high-quality service, and work independently and with teams. Participate in paid training and occasional on-site days.
Summary Generated by Built In
Job Requisition ID: 94371
Location Designation: Hybrid - 1 day per week
Life Solutions Customer Service Professional
Role Overview
New York Life is seeking Customer Service Professionals who are passionate about helping others and enjoy solving problems. In this role, you will serve as a primary point of contact for customers, providing support on life insurance products and policy transactions while delivering a best-in-class customer experience.
This is an excellent opportunity to build a career with a Fortune 100 company known for its culture, training, stability, and long-term career opportunities. Comprehensive paid training is provided-no prior insurance experience required.
What You'll Do
  • Serve as the first point of contact for customers, handling both routine and complex inquiries
  • Resolve customer issues efficiently while reducing customer effort and driving positive outcomes
  • Assist customers with policy-related transactions such as payments, withdrawals, and general policy inquiries
  • Communicate clearly and professionally with customers via phone and written channels
  • Deliver high-quality service that reflects New York Life's brand and commitment to excellence
  • Work independently and collaboratively in a fast-paced, customer-focused environment
  • Attend up to two on-site workdays per quarter following completion of training

What You'll Bring:
Required Skills
  • High School diploma or GED required; associate or bachelor's degree preferred
  • Customer service or problem-solving experience preferred
  • Strong verbal and written communication skills
  • Ability to interpret customer needs, identify solutions, and take ownership of issues
  • Ethical, accountable, and sound decision-making skills
  • Proficient computer skills with the ability to multitask
  • Spanish speaking preferred but not required.

Training & Development
New York Life provides a comprehensive, paid training program that covers life insurance products, policy provisions, systems, and customer service skills. Ongoing coaching, feedback, and mentoring support your success, including up to 20 days of on-site training for face-to-face learning.
With New York Life's financial strength and long-standing commitment to development, many Customer Service Professionals advance into new roles within 12-24 months.
Compensation & Benefits
  • Competitive full-time base salary
  • Overtime eligibility and annual bonus potential
  • Comprehensive benefits package, including:
    • Medical, Dental, and Vision coverage
    • Paid vacation and holidays
    • 401(k) with company match and pension plan
    • Student loan repayment and tuition reimbursement
    • Flexible spending and health savings options
    • Discounted fitness memberships

Schedule
  • Full-time, Monday through Friday
  • No weekends
  • Our schedules start and end somewhere between 7:45 am EST and 7:15 pm EST.

Job Level: LEVELCS2
Pay Transparency
Salary Range: $42,000-$42,900
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.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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 hereto 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 www.NewYorkLife.com.
Job Requisition ID: 94371
#BI-Hybrid

Skills Required

  • High school diploma or GED
  • Associate or bachelor's degree
  • Customer service or problem-solving experience
  • Strong verbal and written communication skills
  • Ability to interpret customer needs, identify solutions, and take ownership of issues
  • Ethical, accountable, and sound decision-making skills
  • Proficient computer skills with ability to multitask
  • Availability for full-time Monday–Friday schedules within EST hours
  • Attend up to 20 days of on-site training and periodic on-site workdays
  • FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
  • Spanish speaking

What the Team is Saying

Tyrone
Emma
Deepa
Patricia
Joel
Nishit

New York Life Insurance Company Compensation & Benefits Highlights

  • Retirement Support The package includes both a 401(k) with company match and, for many roles, a defined‑benefit pension, with day‑one vesting on the match highlighted for corporate employees. Financial professionals who qualify may also access a defined‑benefit plan and a 401(k).
  • Parental & Family Support Fertility support, adoption assistance, backup childcare, and free 24/7 online tutoring complement expanded Paid New Parent benefits that provide time off for all parents, with additional paid weeks typically available for birthing parents via short‑term disability. EAP resources and paid time off (including bereavement and volunteer time) further reinforce family support.
  • Healthcare Strength Medical, dental, and vision plans are augmented by a company‑funded HRA option with wellness earn‑ups and FSAs for health and dependent care. Wellness resources and commuter benefits add practical support to everyday wellbeing.

New York Life Insurance Company Insights

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The Company
HQ: New York, NY
12,000 Employees
Year Founded: 1845

What We Do

At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.

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Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
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HQNew York, NY
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