CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
New York Life Insurance Company ("New York Life" or "the company") is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, maintains offices in all fifty states, and owns Seguros Monterrey New York Life in Mexico.
New York Life is one of the most financially strong and highly capitalized insurers in the business. The company reported 2016 operating earnings of $1.954 billion. Total assets under management at year end 2016, with affiliates, totaled $538 billion. As of year-end 2016, New York Life's surplus was $23.336 billion**. New York Life holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major ratings agencies: A.M. Best, A++; Fitch AAA; Moody's Aaa; Standard & Poor's AA+. (Source: Individual Third Party Ratings Report as of 8/17/16).
Financial strength, integrity and humanity-the values upon which New York Life was founded-have guided the company's decisions and actions for over 170 years.
New York Life Insurance's Service Organization strives to provide best in class service by making every experience a positive one. It is the hallmark of what we do and how we keep good going. We are looking for customer focused accountable, efficient and engaged professionals who are dedicated to and guided by a commitment to service excellence.
The Fixed Annuity Customer Service Manager is responsible for overseeing day to day processing of new annuity applications for Fixed Deferred, Variable Deferred and Guaranteed Income annuity products, new premium payments, requests for funds from external carriers and the related transactions such as policy issues, requirement processing and policy billing.
Oversees a team of 10-12 employees on daily activity related to the processing of new annuity applications within departmental turnaround and accuracy standards
Leads development of the staff to continuously improve customer outcomes
Works with employees on career development to drive engagement, job satisfaction and performance improvements
Leads the team with a continuous improvement mindset to find and engage in process improvements that will create positive customer and company outcomes
Works within established departmental procedures to resolve all service related issues
Works on audit related issues for internal and external auditors
Handles escalated service requests such as Agent or Client complaints, Presidential, Executive Officer and Department of Insurance complaints
Establishes high quality customer relationships with policyholders and agents by evaluating and communicating technical content in a clear manner and resolving service issues via email, fax, telephone or letter response
Provides subject matter guidance on all service transaction requests and company procedures related to those requests
Has a working knowledge or mastery of administrative and mainframe systems needed to process service requests
Works with key stakeholders in related departments including, but not limited to, Technology, Licensing, In-force Annuity Service, Product, Legal and Agency to lead improvements in service and create positive customer experiences
Works on special assignments as assigned by the Corporate Vice President.
Desired Skills & Experience:
Bachelor's Degree - Finance or Business discipline preferred or equivalent work experience
A minimum of 3 years of experience managing in a production environment.
Strong working knowledge of Annuities (Required)
Industry recognized courses and designations (e.g. LOMA). Certifications (ie. Call Center Associate Certification) and other related activities highly preferred
Excellent verbal and written communication skills along with listening skills
Positive, customer focused attitude with a desire to exceed customer expectations, as well as develop team members
Strong technical and analytical skills required (Proficient PC skills including Word, Excel, Powerpoint, Outlook with the ability to navigate multiple applications)
Development of departmental objectives for the team to ensure task completion; coordinates work activities with other managers
Training & Development: The Manager will undergo a comprehensive on the job training environment to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful.
Shift Information: This is a full-time position Monday through Friday, 9:30am-6:00pm Eastern Time.
Salary: Competitive base salary, plus bonus eligibility
Benefits: Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts
Career Opportunities: New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims.
If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.
* Based on revenue as reported by "Fortune 500, ranked within Industries, Insurance: Life, Health (Mutual)," Fortune Magazine, June 17, 2016. See http://fortune.com/fortune500/ for methodology. ** Total surplus, which includes the Asset Valuation Reserve, is one of the key indicators of the company's long-term financial strength and stability and is presented on a consolidated basis of the company.
1. Operating earnings is the key measure use by management to track Company's profitability from ongoing operations and underlying profitability of the business. This indicator is based on generally accepted accounting principles in the US (GAAP), with certain adjustments Company believes to be appropriate as a measurement approach (non GAAP), primarily the removal of gains or losses on investments and related adjustments.
2. Assets under management represent Consolidated Domestic and International insurance Company Statutory assets (cash and invested assets and separate account assets) and third party assets principally managed by New York Life Investment management Holdings LLC, a wholly owned subsidiary of New York Life Insurance Company.