Case Analyst
Team: Third Party Distribution - Life
Job Level: CS-3
About the Role:
As a Case Analyst, you'll play a key role in delivering a seamless new business experience for our distributors, agents, and internal partners. You'll manage life insurance cases from submission through commission payment, ensuring accuracy, compliance, and exceptional service every step of the way. If you enjoy problem-solving, collaboration, and making complex processes feel effortless, this role is for you.
What You'll Do
- Process new life insurance business, including good order review, electronic applications, policy preparation, cancellations/declinations, and ordering Attending Physician Statements through third-party vendors
- Maintain accurate, real-time case status updates and reporting in daily case logs
- Proactively follow up on outstanding requirements (medical, financial, licensing, etc.)
- Own the quality of your work by performing self-checks to ensure accuracy the first time
- Meet established service standards and communicate early when timelines may be impacted
- Identify opportunities to improve processes and share recommendations with leadership
- Deliver an exceptional end-to-end customer experience-from case submission through commission payment
- Build strong relationships with distributor representatives through proactive communication and timely, thoughtful responses
- Provide proactive case management and coordination throughout the new business lifecycle
- Partner closely with internal teams including Sales Support, Underwriting, Agent Compensation, Inforce Policy Service, Licensing & Contracting, and Conversion
- Serve as back-up support for the Concierge (Case Manager) as needed for assigned distributors
- Ensure compliance with all regulatory and company requirements, including state regulations, AML, and privacy standards
- Apply sound judgment to resolve issues and escalate appropriately when needed
- Use available job aids, tools, and online resources to find answers efficiently
- Cross-train on all new business processing functions to gain a holistic understanding of the full lifecycle
- Develop strong knowledge of life insurance products, illustrations, and New Business "age and amount" requirements
What You Bring:
- Associate's or Bachelor's degree, or equivalent related experience
- 2-4 years of experience in life insurance or the financial services industry
- Customer service and administrative experience (retail life insurance experience is a plus)
- Strong attention to detail with the ability to manage multiple cases simultaneously
- Excellent communication and relationship-building skills
- A continuous-improvement mindset and a collaborative, team-first approach
#LI-JM14
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.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
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 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.
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: 93441
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.
