Associate, New Business Concierge

Location Designation: Hybrid - 3 days per week

Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other – providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

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Join Life Insurance Solutions, the engine behind New York Life's diverse life insurance and employee benefits offerings. Collaborate with experts across various disciplines to develop, manage, and strategically evolve the company's insurance portfolio. Our work directly impacts individuals and families by ensuring they have financial security and peace of mind.

This position plays a vital role in assisting the Concierge Team by ensuring efficient case management and delivering exceptional service to brokers, case managers, and external partners. This includes acting as a secondary contact for brokers and Field Directors, coordinating follow-ups, gathering required documents for case submissions, and supporting the onboarding of new firms. The New Business Concierge collaborates with teams like Underwriting and Sales Support to streamline case processing, resolve NIGO issues, and ensure compliance with regulatory standards.

Additionally, they participate in ongoing training, contribute to process improvements, and maintain high service standards to enhance operational efficiency.

• Serve as a key support resource for the Concierge Team, assisting in managing cases and ensuring an exceptional service experience for brokers, case managers, and external partners.
• Act as a secondary point of contact for brokers and Field Directors, providing timely updates and addressing inquiries, escalating complex issues as needed.
• Proactively assist Concierges by coordinating follow-ups, gathering outstanding requirements, and ensuring all necessary documents are in place for case submission.
• Support the Concierge Team in onboarding new firms, introducing them to NYL’s new business processes, requirements, and best practices.
• Participate in training and professional development to expand knowledge of products, underwriting requirements, and case management best practices.
• Assist in the management of new business submissions, helping to track cases through underwriting, policy issue, and delivery to ensure smooth processing.
• Work closely with Field Directors, Underwriting, Licensing & Contracting, and Sales Support to streamline case processing and resolve outstanding requirements.
• Identify and assist in resolving not-in-good-order (NIGO) issues, ensuring applications and documentation comply with NYL and regulatory requirements.
• Help maintain workflow accuracy and service standards, ensuring timely and efficient handling of cases.
• Assist in documenting best practices and identifying process improvement opportunities to enhance efficiency.

• Bachelor’s degree preferred, or equivalent years of related experience.
• The ideal candidate should have 3+ years of relevant customer service and administrative experience.
• Strong computer skills with proficiency in Microsoft Office, including Outlook, Word, and Excel. Proficiency in PowerPoint, Teams, SharePoint a plus.
• Strong written and…