Top Customer Success & Experience Jobs

Coordinates operational service delivery for national group benefits clients, serving as the liaison between clients, employees, HR teams, and New York Life. Manages exceptions, eligibility discrepancies, data reconciliation, enrollment and administration activities, escalations, dashboards, governance materials, and cross-functional issue resolution. Provides benefits expertise, supports claims and employee inquiries, maintains documentation and data accuracy, and recommends process improvements to strengthen client satisfaction and operational efficiency.

Develop and maintain relationships with agents, make proactive sales calls, provide product support, and identify new opportunities while working closely with external partners.

The Security Officer ensures security policies are adhered to, provides protection, writes reports, and coordinates security functions under supervision.

Support Agents and Advisors in utilizing digital tools, conduct training sessions, field inbound calls, and assist in cross-departmental collaboration to enhance productivity.

The Service Leader manages relationships with local agency teams, resolves service escalations, oversees specialist performance, supports sales engagement, and ensures operational efficiency at the office.

Support capital markets buildout and execution through relationship management, analytics, deal coordination, and execution support. Engage partners and track opportunities while collaborating across teams to optimize deal pipelines and strategic partnerships.

Serve as the onsite relationship manager between Service and the General Office, resolve escalations, oversee onsite specialists, drive adoption of digital and AI tools, coordinate local engagement and training, support sales initiatives, manage office operations and local financial accuracy to enhance agent satisfaction and performance.

Customer Service Representatives at New York Life engage with clients, handling inquiries and educating them about insurance products while providing excellent service. They maintain high performance metrics and participate in a paid training program to develop their skills.

The role involves designing surveys, analyzing customer feedback, improving service delivery, and partnering with business leaders to enhance customer experience.