Renata
Back to jobs
N

Service Representative

New York Life - Jimenez Team
Overland Park, KS$50K - $60K / yearPosted 6 days ago
Full-timehybridentry

Job Description

  •  Process policy transactions, including premium payments, fund transfers, and contract changes.
  •  Reconcile daily transaction activity and ensure accuracy across systems.
  •  Prepare and provide policy value reporting to internal and external stakeholders.
  •  Evaluate premium capacity and funding to ensure compliance with contract and tax limits.
  •  Partner with internal teams to resolve discrepancies and support client requests.
  •  Maintain accurate policy records and ensure proper documentation.
  •  Support process improvements to enhance efficiency and service quality.

    • See Your Match Score

    Sign up and Renata will show you how this job matches your skills and experience.

    About New York Life - Jimenez Team