The Intake Paper Support Coordinator manages daily operational reports, coordinates claim processing activities, and maintains critical tracking logs. This role also involves resolving escalations, performing research, and ensuring efficient workflow across internal and external teams.
The Senior Investment Solutions Consultant partners with local consultants to drive investment sales by providing technical guidance, product information, and sales support to agents. They are responsible for delivering sales presentations and developing strong business relationships within their assigned territory.
The Informatics Consultant provides analytical support and consultative messaging to large clients by interpreting claims data to identify trends and actionable insights. They also lead the development of new reporting capabilities and collaborate with cross-functional teams to improve service value and productivity.
The RIA Specialist will manage incoming inquiries from advisors and clients while providing subject matter expertise on investment platforms. They will also identify process improvements to increase productivity and assist teams with operational tasks for new cases.
The role involves researching and resolving shareholder inquiries regarding mutual fund accounts while performing quality control reviews on transactions. You will also handle inbound phone requests related to account maintenance and collaborate with the team to ensure accurate and timely service delivery.
The Data Exchange Specialist manages the implementation and maintenance of complex electronic data interfaces between New York Life and its clients. They serve as a consultative resource to ensure data integrity, troubleshoot integration issues, and partner with IT and operations to support downstream business processes.
The Senior Associate drives Individual Disability Insurance sales by partnering with General Office leadership and agents to execute sales strategies. They provide product training, sales coaching, and serve as a primary liaison between field teams and the Home Office.
The Wellness Claims Specialist is responsible for reviewing and processing wellness claims while ensuring accurate adjudication and eligibility verification. They will also provide exceptional customer service by resolving issues and communicating claim outcomes to customers and business partners.
The consultant will proactively engage with agents to identify sales opportunities, provide product expertise, and assist in client meetings. They will also collaborate with external consultants to execute business plans and drive life insurance sales within their assigned territory.
The Senior Associate drives Individual Disability Insurance sales by partnering with field leadership and agents to execute sales strategies. They provide product training, sales coaching, and serve as a primary liaison between the field and Home Office teams.
Serve as an embedded service liaison managing end-to-end disability and leave programs for clients. Coordinate claims, manage leave data, and provide concierge-level support to employees and HR teams.
The National Account Manager supports a large book of business by resolving complex service issues and educating clients and brokers on benefit programs. They collaborate with Account Executives to drive client loyalty and profitability through service excellence.
Lead the strategic vision and execution of client and broker reporting across the digital and data ecosystem to enhance the distribution partner experience. Manage the Client Informatics and Analytics teams to transform data into a strategic differentiator for business growth and client engagement.
Research and process claims for Group Life and Accidental Death and Dismemberment products by determining financial liability and eligibility. Communicate decisions and status updates to customers and clients while ensuring compliance with contractual and legal guidelines.
Manage a caseload of short-term disability claims by conducting investigations and making eligibility determinations based on medical information and contracts. Communicate decisions to claimants and employers while coordinating return-to-work efforts with medical professionals.
Review medical records and clinical data to assess mortality and morbidity risks for life insurance applicants. Partner with underwriters to determine risk classifications and contribute to the development of medical underwriting guidelines.
Responsible for ensuring the quality and consistency of morbidity underwriting decisions for Long Term Care and Individual Disability Insurance. This role involves monitoring quality trends, performing case reviews, and driving improvements to underwriting guidelines and tools.
Lead the planning and delivery of the Experience & Digital Marketing portfolio, including multi-year roadmaps and resource strategies. Coordinate production across creative and technology teams while managing risks and improving operational effectiveness through tools like Workfront and AI.
Develop and maintain relationships with brokers and consultants to drive new business and quote activity for group insurance products. Manage the full sales process for Life, Accident, Disability, and Supplemental Health solutions while ensuring client retention and upselling opportunities.
Manage a team of 8-10 Claim Managers to ensure operational goals, quality standards, and fair claim practices are met. Drive operational efficiency by leveraging AI tools and collaborating with leadership to resolve complex client and organizational challenges.
Manage a caseload of Long-Term Disability claims by developing strategic case plans and evaluating customer eligibility. Coordinate with medical providers, employers, and internal resources to facilitate return-to-work opportunities and make accurate claim decisions.
Manage a caseload of absence cases including FMLA, ADA, and PFML to determine eligibility and provide ongoing administration. Collaborate with customers, clients, and medical professionals to facilitate return-to-work processes and ensure compliance with legal guidelines.
Manage the end-to-end implementation process for complex group benefit products for specialty clients with over 5,000 lives. Coordinate between clients, brokers, and internal business partners to ensure timely delivery of enrollment, data exchange, and contract administration.
Evaluate life insurance applications to determine mortality risk and decide on approvals, declines, or the need for further information. Collaborate with agents and internal partners to ensure accurate underwriting decisions and contribute to process improvement projects.
Lead a remote team responsible for the end-to-end execution of proposals and RFP operations within Group Insurance Sales. Drive operational excellence through process improvement, team development, and cross-functional collaboration to ensure high-quality submissions.
Develop and execute strategic initiatives to maximize the distribution of Group Benefit Solutions through brokers and national consulting firms. Build trusted partnerships with external leadership and internal stakeholders to drive incremental revenue growth and optimize channel investments.
Provide expert case consultation and strategic planning support to agents and management in the Pacific Zone. Design customized solutions for estate, business, charitable, and retirement strategies to drive life insurance sales.
Lead the design and development of scalable, AI-enabled, human-centric learning experiences that integrate into the flow of work. Partner with business leaders to diagnose performance gaps and implement data-driven organizational development solutions.
Develop and maintain strong relationships with brokers and consultants to drive new business and quote activity for group insurance products. Manage the full sales process for Life, Accident, Disability, and Supplemental Health solutions while ensuring profitable retention of existing clients.
Provide expert case consultation and strategic planning in estate, business, and retirement areas to support agents and management. Develop educational materials and collaborate with internal stakeholders to drive life insurance sales within the West Central Zone.
Drive growth by developing broker relationships and selling group insurance products to middle-market clients. Manage the full sales process for life, accident, disability, and supplemental health solutions while ensuring client retention.
The Medical Director provides expert medical analysis of complex disability claim files and collaborates with a multidisciplinary team to support claims decisions. They also conduct outreach to healthcare providers and participate in training and special business initiatives.
The Associate Advisor Consultant is responsible for representing investment solutions to financial advisors and agents while executing strategic business plans to maximize market share. They provide technical insights, deliver value-add solutions, and maintain client relationships to drive territory growth.
The Advanced Planning Consultant drives life insurance case production by partnering with agents to deliver advanced sales strategies and premium finance solutions. They are responsible for providing technical support, conducting client seminars, and delivering training to field leadership and agents.
The Advanced Planning Consultant drives life insurance case production by partnering with agents to deliver advanced sales strategies and premium finance solutions. They are responsible for providing technical support, conducting client seminars, and delivering training to agents and field leadership to meet production goals.
The Associate Advisor Consultant will build and manage relationships with financial advisors, supporting an External Wholesaler in driving sales and territory growth. They will provide market insights and tailored solutions to enhance advisor engagement and business growth.
The Team Lead is responsible for leading, developing, and driving the performance of Account Executives within the West Region, ensuring regional and national strategies translate into strong execution and sustained business results. This role acts as the primary people leader, a growth catalyst, and an executive sponsor for key clients, focusing on regional performance, talent development, and client outcomes.
