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What You'll Do:
• 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.
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Junior Associate, Concierge Team
New York Life - Jimenez Team
Overland Park, KS$47K - $65K / yearPosted 6 days ago
Full-timehybridentry
Job Description
What You'll Do:
• 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.