Location Designation: Hybrid
When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.
GBS
This position primarily involves a hybrid work schedule – working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.
Plan Automation Senior Representative (CSU Team)
Summary
The Client Setup Analyst (CSU) Plan Automation Senior Representative (PASR) is primarily responsible for system configuration for new and existing clients in all CSU systems. It is the CSU PASR’s responsibility to ensure the systems are configured accurately in a way that matches the documentation that they receive from the CSU Analyst/Specialist. The CSU PASR will ensure that all setups are completed in a timely fashion by utilizing internal tracking tools to manage their workload. The CSU PASR will also assist with project initiatives as directed by their management team.
Responsibilities
- Responsible for establishing client accounts within applicable administrative systems for all lines of business
- Exhibit strong working knowledge of CSU systems
- Perform high quality analysis of system set-up requests
- Demonstrates the ability to provide effective feedback to their peers whether they are on their team or a business partner on another team
- Timely completion of all required deadlines within established goals; properly communicate and document any known delays
- Effectively display detail-orientation and problem-solving skills to assist internal business partners with problem resolution
- Support special projects as assigned by manager
- Effectively communicate (verbal and written) with internal/external business partners
Qualifications
- High school graduate; College graduate preferred; equivalent combination of education and business related experience
- Mastery of written and verbal communication skills to effectively communicate required
- High degree of technical expertise with Microsoft Suite of products (Word/Excel/Outlook)
- Excellent organizational skills and attention to detail
- Ability to multi-task and set priorities to achieve goals
- Desire to work in a team environment; Customer service-oriented
- Exceptional organizational skills
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Salary range: $37,500-$57,500
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We’re proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.
Job Requisition ID: 88961