Senior Service Specialist, Medical Underwriting

Posted 9 Days Ago
Be an Early Applicant
White Plains, NY, USA
Hybrid
52K-70K Annually
Senior level
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Powered by purpose. Driven by people. Built to evolve.
The Role
Support Medical Underwriting by responding to applicants, TPAs, and underwriters; monitor case progress, prepare reports, and provide status updates. Improve workflows, participate in system testing, perform data entry/indexing, and mentor junior staff while managing multiple priorities with attention to detail.
Summary Generated by Built In
Location Designation: Hybrid - 1 day per week
Work Schedule and Location: This is a hybrid position based out of our White Plains, NY office. Team members are expected to work onsite one day per week, with one additional onsite day per month for team meetings or business activities. The standard work schedule is Monday through Friday, 9:00 a.m. to 5:00 p.m.
Business Overview:
New York Life's Group Membership Association Division (GMAD) is the leading provider of life, disability, and supplemental health programs for the association market. In 2025, GMAD expanded into the Accident & Health insurance market to broaden its product portfolio and execute on a key growth initiative for New York Life. Today, the business has $600M+ of premium in force, 500+ group clients, and nearly 1M customers.
Role Overview:
The Senior Service Specialist supports the Medical Underwriting department by delivering timely, accurate service to Applicants, Third-Party Administrators (TPAs), and Underwriters. This role serves as a key resource for internal and external customers, helps ensure efficient application processing, contributes to workflow improvements, and provides guidance to less experienced team members. The ideal candidate has a strong understanding of underwriting processes, customer service best practices, and the systems that support them.
What You'll Do:
  • Provide exceptional service to Applicants, TPAs, and Underwriters by responding to inquiries and proactively managing outstanding requirements to keep applications moving efficiently.
  • Support the underwriting process by monitoring case progress, preparing reports, and communicating timely status updates to customers.
  • Build strong relationships with internal and external partners while delivering accurate, professional, and timely service.
  • Participate in workflow improvements, system testing, and process enhancement initiatives to improve efficiency and customer experience.
  • Manage multiple priorities in a fast-paced environment while maintaining accuracy and attention to detail.
  • Assist with team support activities, including data entry, indexing, and other operational tasks as needed.
  • Train, coach, and mentor new team members and contribute to departmental projects.

What You'll Bring:
  • Customer service experience with a demonstrated ability to build relationships and deliver high-quality service.
  • Knowledge of medical underwriting processes and related insurance operations preferred.
  • Excellent written and verbal communication skills.
  • Strong organizational, time management, and multitasking skills with exceptional attention to detail.
  • Proficiency with Microsoft Office, including advanced Excel skills for reporting and analysis.
  • Experience working with confidential information in a deadline-driven environment.
  • Knowledge of Group Membership and related underwriting systems preferred.
  • Ability to work independently while collaborating effectively across teams.

Pay Transparency
Salary Range: $51,500-$70,000
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 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: 94324
#BI-Hybrid

Skills Required

  • Customer service experience with ability to build relationships and deliver high-quality service.
  • Knowledge of medical underwriting processes and related insurance operations.
  • Excellent written and verbal communication skills.
  • Strong organizational, time management, and multitasking skills with exceptional attention to detail.
  • Proficiency with Microsoft Office, including advanced Excel skills for reporting and analysis.
  • Experience working with confidential information in a deadline-driven environment.
  • Knowledge of Group Membership and related underwriting systems.
  • Ability to work independently while collaborating effectively across teams.

What the Team is Saying

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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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Hybrid Workspace

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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