Service Assistant III

Description:90% of Time - Understand and demonstrate a Proficient knowledge of procedures and processing associated with Billing, Investment, Policy Administration, and Disbursement related transactions. Maintain required level of productivity efficiency rating. Maintain required quality levels. Must have required soft skill development. 10% of Time - Ad hoc assignments.Decision-Making(Degree of Independence): Assess work situations and notifies management when questions arise. Provide solutions and achieve objectives within defined procedures and precedents.Scope Accountability: Responsible for performing daily tasks timely and in accordance with management's instructions and VPSC goals. Responsible for ensuring proper procedures and appropriate regulatory and departmental guidelines are met. Responsible for resolving problems and questions in a timely manner. Responsible for improving overall knowledge of the Investment and Insurance industry, including specific knowledge of all VPSC products and services and regulatory and departmental standards and goals. Responsible for improving PC related skills, including knowledge of all business software applications used in the area. Responsible for working successfully in a team oriented environment. Responsible for assisting the Customer Contact Manager with special projects and assignments, including the training and development of new employees. Responsible for assisting with the development and installation of new systems and procedures. This is not a supervisory position. Communications/Contacts: Written and verbal communications with members of the service team and peers throughout department.Summary/Purpose of Position: This position requires a working knowledge of variable products and the systems that support them. Employees in this position should be able to complete a variety of processing functions with limited instructions and assistance. All duties will be performed under specific instructions with minimal monitoring by the Customer Contact Manager.Qualifications:College Degree or equivalent job experience. Knowledge of variable products a plus. Experience with PC based systems. Proficient data entry skills. Excellent customer service and listening skills. Excellent oral and written communication skills. Detail-oriented, organized. Series 6, 7, or 11 license. If not licensed, be willing to secure license within six months of hire date, as this is a job requirement.Salary/Benefits: Salary commensurate with experienceBeing with the best has its benefits, not the least of which is... the benefits. We offer competitive compensation with a flexible benefits package. New York Life's benefits program is designed to provide valuable coverage for you and your family that you can customize to your needs. Medical & Prescription Drug Coverage The Company offers four medical options in most locations, each with prescription drug coverage. The accounts offered in three of the four medical options can help you cover medical costs on a tax advantaged basis and save for future medical expenses as well: * HMO with HRA (Health Reimbursement Account) * HMO Only * HSA (Health Savings Account) Accumulation with PPO * PPO with HRA (Health Reimbursement Account) Dental Coverage Two dental coverage options are available Income Protection Coverage As you might expect, we offer several income protection options, should anything unexpected happen. * Life Insurance * Dependent Life Insurance * Long-Term Disability coverage (employee only) * Accidental Death and Dismemberment Insurance (employee only) Work and Life In most situations, New York Life offers several other benefit options to help you balance your work and personal life. * Time Off Trading * Flexible working hours * Attractive vacation and holiday schedules * Flexible Spending Accounts (FSAs) - Set aside pre-tax dollars for dependent care and health care expenses * Transportation Accounts - Set aside pre-tax dollars for work-related parking and transit expenses * Legal Services * Tuition assistance * Work/Life programs Retirement Benefits * 401(k) Savings and Investment Program * Company-Matched Contributions * Retirement Plan Available at Selected Locations * On-site employee health center * On-site fitness center and wellness programs * Back-up childcare center * In-house dining servicesJob Location: Dallas, TXJob Number: 2854BRCompany URL: http://www.nylcareers.comCompany Profile:New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings from all four of the major credit rating agencies. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.Life & AnnuityNew York Life Investment ManagementGuaranteed ProductsRetail InvestmentsInstitutional InvestmentsRetirementSpecial MarketsNew York Life InternationalNew York Life Foundation